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Method CRM Logo

Method CRM

4.1
(98)

Write a review

The #1 rated CRM for QuickBooks Desktop and Online users

(16)

Method CRM Pricing, Features, Reviews and Alternatives

Method CRM FAQs

Q. What type of pricing plans does Method CRM offer?

Method CRM has the following pricing plans:
Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Method CRM?

Method CRM has the following typical customers:
Non Profit, Small Business


Q. What languages does Method CRM support?

Method CRM supports the following languages:
English


Q. Does Method CRM support mobile devices?

Method CRM supports the following devices:
Android, iPad, iPhone


Q. Does Method CRM offer an API?

Yes, Method CRM has an API available for use.


Q. What other apps does Method CRM integrate with?

Method CRM integrates with the following applications:
Microsoft Outlook, PayPal, Zapier, Gmail, Google Workspace, QuickBooks Desktop for Mac, QuickBooks Desktop Enterprise, Quickbooks Online, Google Calendar, Mailchimp, Xero


Q. What level of support does Method CRM offer?

Method CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support, Knowledge Base, Chat

Method CRM product overview

Price starts from

25

/user

Per month

What is Method CRM?

Fully Customizable CRM for Small Businesses that Use QuickBooks.

Key benefits of using 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Webinars
Live Online
Videos
Documentation

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Method CRM pricing information

Value for money

3.8

/5

98

Starting from

25

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Method CRM features

Functionality

4.0

/5

98

Total features

79

9 categories

Most valued features by users

Reporting/Analytics
Third-Party Integrations
Activity Dashboard
Alerts/Notifications
Reporting & Statistics
API
Data Import/Export
Mobile Access

Method CRM users reviews

Overall Rating

4.1

/5

98

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.1/10
Rating distribution

5

4

3

2

1

57

19

8

2

12

Pros
I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time.
Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone.
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
When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur.
But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).
Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks.

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