About Method CRM

Fully Customizable CRM for Small Businesses that Use QuickBooks.

How it works:
Method:CRM makes it easy for to you manage leads, automate your workflows, manage your sales pipeline, and track sales activities.

Our patented two-way QuickBooks sync instantly updates customer data, invoices, payments, and more in both Method and your QuickBooks Desktop or Online account. With Method, you can finally say goodbye to double data entry for good.

Use Method:CRM if you want to increase your productivity, improve the experience of your customers, and most importantly grow your business.

Why choose Method:CRM?

1) Best QuickBooks sync
Nobody likes entering data twice. Method:CRM has the best QuickBooks sync in the industry, and the patent to prove it. Our real-time sync, automatically updates customer information, invoices, payments, and more between Method:CRM and QuickBooks.

2) 100% customizable, 100% code-free
One size does not fit all when it comes to small businesses. That’s why Method:CRM is 100% customizable and 100% code-free. Use our drag-and-drop tools to create a custom CRM that's made just for your business. This way, you can build a solution with the functionality you need, be it commission trackers or online customer portals. With Method:CRM, you’ll simplify your workflows with a system that’s just right for you and your team.

3) Works on any device
From iOS to Android to your laptop or desktop, you’ll have every customer detail right at your fingertips. Method:CRM is optimized for all devices – from mobile to desktop.

But don’t take it from us...
Over 1,300 small businesses have given Method:CRM a 5-star review on Intuit's Apps.com, Google Apps Marketplace, and here on GetApp.

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Method CRM

Save time and get organized with a shared customer list.
No more double data entry. Remotely manage your estimates, invoices, and opportunities with Method:CRM. Then instantly sync them to QuickBooks with just one click. With Method:CRM, you always have up-to-date customer, lead, and vendor information.

Increase your productivity and sales with Method:CRM.
Method:CRM automates your sales workflows and keeps leads flowing to your sales reps so that you can close more business. Empower your sales reps to create and send out estimates from their phone with Method:CRM. Track sales opportunities from initial interest to first purchase for both new and existing customers.

Provide excellent service and drive repeat business efficiently.
Gain a 360-degree view of each customer including contact info, interactions, transactions, service performed & more. Empower your team to stay connected with customers to drive repeat business. Your customers receive informed and timely service, no matter who picks up the phone.

Automate processes for happier, more productive staff.
Eliminate time-consuming, inefficient processes by replacing them with Method:CRM's automated, end-to-end workflows. Put time back into your day with our seamless estimate to invoice process and save yourself from the hassle of re-entering information. Use web-to-lead forms to turn interested website visitors into leads and create automatic follow-ups. You can even accept customer payments, without going into QuickBooks with Method:CRM.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Method CRM Software - Simplify your sales process and get organized with a shared customer list
Method CRM Software - Strengthen your customer relationships to provide the best service possible.
Method CRM Software - Stop sales from slipping through the cracks.
Method CRM Software - Streamline your business process to make your team happier and more productive.
Method CRM Software - Automate your sales process and close more deals, faster.
Method CRM Software - Don't bend your business around software - customize Method to fit your business.
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Method CRM video
Method CRM Software - Simplify your sales process and get organized with a shared customer list Method CRM Software - Strengthen your customer relationships to provide the best service possible. Method CRM Software - Stop sales from slipping through the cracks. Method CRM Software - Streamline your business process to make your team happier and more productive. Method CRM Software - Automate your sales process and close more deals, faster. Method CRM Software - Don't bend your business around software - customize Method to fit your business.

Features

Total features of Method CRM: 73

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling Software
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Client Management
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customer Support Software
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Response Control
  • Email Templates
  • Email Tracking Software
  • Event Triggered Actions
  • Expense Tracking
  • For Mac Devices
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Knowledge Management Software
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Reports
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Tagging
  • Task Management Software
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Third Party Integrations
  • Visual Analytics
  • Web Forms
  • Workflow Management Software

Alternatives

HubSpot CRM

4.5
#1 Alternative to Method CRM
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

SugarCRM

3.8
#2 Alternative to Method CRM
SugarCRM is a Social CRM tool that includes full sales, marketing and support automation, email integration, reporting,...

Salesforce Sales Cloud

4.4
#3 Alternative to Method CRM
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Zed Axis

4.1
#4 Alternative to Method CRM
Zed Axis helps businesses quickly and easily import, export and update transactions and lists from text, or Excel files...

Reviews

Overall rating

4.2 /5
(90)
Value for Money
3.9/5
Features
4.1/5
Ease of Use
3.8/5
Customer Support Software
4.1/5

Already have Method CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 90
Chitta ranjan D. Chitta ranjan D.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Excellent CRM to customize with Great Customer Support

Reviewed on 2019-01-07

I have been using this CRM from last 3 years for one of our lead generation project. Initially, it...

I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.

Pros

This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.

Cons

Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive.

Ryan T. Ryan T.
Overall rating
  • Industry: Civil Engineering
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Mostly great, but somewhat overwhelming

Reviewed on 2021-07-20

Overall, I have found it to be very useful and I will continue using it. I just want to get some...

Overall, I have found it to be very useful and I will continue using it. I just want to get some things customized better and when that is done, I expect I'll be very happy with it.

Pros

It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.

Cons

Customization is kind of difficult if you don't have a coding / computer science background. I know a little bit about SQL and excel programming, but not a ton. This product kind of requires that you know more than the average small business owner will know in order to customize your reports and emails, unless you want very basic looking emails.

Alternatives Considered

Housecall Pro

Reasons for Switching to Method CRM

Less expensive, better integration with quickbooks, more aligned with my particular business model.

Response from Method Integration

Thank you for your feedback! Happy to hear that you're enjoying Method's QuickBooks integration. Our help center has some great articles on customization: https://www.method.me/crm-help-resources/. And our support team members are customization experts: https://www.method.me/contact-us/. Again, thank you for sharing your experience with us and contributing to the development of Method:CRM!

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 3.0 /10

Prone to Critical Errors, Only useful for small, simple businesses

Reviewed on 2021-03-09

Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes...

Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use Quickbooks - but if you're looking to build complex automation, be wary and confirm its ability to support your use case on a very granular level - Otherwise, you may find out too late. For custom apps, the development itself is not difficult, but if you do require a developer to complete the project, Method provides custom app development @ >$100/hour, which in my experience was over-priced.

Pros

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.

Cons

First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that Method CRM does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it...
There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point.
These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision.

Alternatives Considered

SugarCRM, Zoho CRM and Salesforce Sales Cloud

Reasons for Choosing Method CRM

Integration with Quickbooks

Switched From

Keap

Response from Method Integration

Thank you for taking the time to share this feedback with us. Your feedback is very important to us and has been passed to our development team for further action.

David W. David W.
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

This was made for dummies

Reviewed on 2021-09-01

Pros

I found the total integration with QuickBooks was the best compared to other products I have looked at .

Cons

At this point in time I cannot find a fault worth mentioning

Response from Method Integration

Thank you for finding the time to leave a review, David!

Cherie H. Cherie H.
Overall rating
  • Industry: Market Research Software
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

For the Technology saavy users, must be advanced IMO

Reviewed on 2021-02-27

Good experience overall. Thei customer support and tutorials to help are excellent.

Good experience overall. Thei customer support and tutorials to help are excellent.

Pros

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Cons

The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team.

Alternatives Considered

HubSpot CRM

Reasons for Choosing Method CRM

We needed more integrations and functions. But, Method is a bit too complicated. More than what we need.

Reasons for Switching to Method CRM

The support and demo were great. Also the price.

Response from Method Integration

Hi Cherie, thanks for your review. It's great to hear you're getting value out of Method:CRM. Please make sure to take advantage of our help center for all the resources you need to be successful with Method:CRM!

Showing 5 reviews of 90 Read all reviews

Method CRM FAQs

Below are some frequently asked questions for Method CRM.

Method CRM offers the following pricing plans:

Mix and match pricing options to create a plan that’s perfect for every member of your team. Enjoy the flexibility of plans that scale with you, with no limit on the number of paid users you can add to your account.

Method CRM has the following typical customers:

2-10, 11-50, 51-200

Method CRM supports the following languages:

English

Method CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Method CRM integrates with the following applications:

Gmail, Google Calendar, Google Workspace, Mailchimp, Microsoft Outlook, PayPal, Quickbooks Online, Zapier

Method CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

See all software categories found for Method CRM.