Method:CRM Pricing, Features, Reviews & Comparison of Alternatives


#1 CRM for QuickBooks Users

4.13/5 (54 reviews)

Method:CRM overview

Fully Customizable CRM for Small Businesses Who Use QuickBooks.

How It Works.
You have all kinds of customer, vendor, and financial info and to-dos.

The Old Way: you store these in spreadsheet, sticky notes, and in your memory. This leads to messy workflows, missed tasks, lousy service, and disappointed customers.

The Method Way: you store these all in one place and all in sync with QuickBooks. This leads to delighted customers and a happy team.

Why is Method Different?

1) Best QuickBooks Sync.
Nobody likes entering data twice. Method has the best QuickBooks sync in the industry, and the patent to prove it. Virtually everything syncs back and forth. Your accountant will love it.

2) 100% Customizable, 100% Code-Free.
One-size-does-not-fit-all in small business. We know the way you get your word done is different from every other company. That’s why Method 100% customizable, 100% code-free. 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 is optimized for all devices – from mobile to desktop.

But Don’t Take It From Us...
Over 1,300 small businesses give Method:CRM 5-stars on Intuit, Google Apps Marketplace, and here on GetApp.


Starting from
Pricing options
Value for money
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Business size



United States, Australia, Canada, United Kingdom

Supported languages

Method:CRM screenshotWelcome to Method:CRM, the #1 Rated CRM for QuickBooksMethod:CRM screenshotMethod:CRM screenshotMethod:CRM screenshotMethod:CRM screenshotMethod:CRM screenshot

Method:CRM reviews

Value for money
Ease of use
Customer support
Margaret Wold

The Method Support Team and Programmers are Super!

Used daily for 1-2 years
Reviewed 2018-04-24
Review Source: Capterra

The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient.I believe the support behind the software is critical. Our Method Programmer helped us customize our applications to better fit our needs - she's super and so easy to work with. Method Support Team is quick to respond to inquiries, and I love that I can easily chat with them. The software is pretty intuitive. Our sales, support and tech teams use it daily to access customer information and to provide support. All touch points are documented, allowing anyone in the organization to have access to customer communications. This allows us to better serve our customers and to be more efficient as an organization.

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John Stasney

Saved me from outgrowing QuickBooks

Used daily for 2+ years
Reviewed 2018-04-01
Review Source: Capterra

Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team.

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Chitta Ranjan Dash

Excellent CRM to customize with Great Customer Support

Used daily for 2+ years
Reviewed 2019-01-07
Review Source: Capterra

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.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.

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Damien Ford

After struggling withe this app for 10 days of a 30 day trial I gave up, exasperated.

Used daily for less than 6 months
Reviewed 2017-05-31
Review Source: Capterra

I learned that the system I currently use is more than good enough for my needs. The Quickbooks integration is really not that important to meIt has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.

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Noah Mintz

Method is a fantastic web-based QuickBooks CRM

Used daily for 6-12 months
Reviewed 2018-04-24
Review Source: Capterra

Time saving and job trackingMethod is completely customizable. You can learn to customize it yourself or hire someone at Method to do it for you. You can shape it to work for your specific business. We're using it for booking clients to our mastering studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week.

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Method:CRM pricing

Starting from
Pricing options
Free trial
View Pricing Plans

Mix and match packs so each staff has the features they need.

Method:CRM features

Activity Dashboard
Automatic Notifications
Automatic Reminders
CRM Integration
Calendar Management
Custom Fields
Customizable Branding
Customizable Reporting
Customizable Templates
Email Integration
Email Templates
Mobile Integration

Activity Tracking (128 other apps)
Customer Database (124 other apps)
Data Import/Export (149 other apps)
Electronic Payments (115 other apps)
Reporting & Statistics (173 other apps)
Social Media Integration (130 other apps)
Third Party Integration (169 other apps)

Additional information for Method:CRM

Key features of Method:CRM

  • Contact Management
  • #1 rated CRM QuickBooks integration
  • Activity Tracking
  • Sales Pipeline and Lead Management
  • Estimate/ Quote Management
  • Web to Lead website forms
  • Invoice & Payment Management
  • Custom fields, screens, and apps
  • Customized workflows
  • Customer portal pages
  • Payment gateways
  • Native iOS & Android Mobile Apps
  • Performance Reports
  • Gmail & Outlook Gadget
  • MailChimp Integration
View All Features


Save time and get organized with a shared customer list.
Contacts entered in Method sync to QuickBooks instantly, and vise-versa. Staff always have up-to-date customer, lead, and vendor information. No more wasted time on double data entry or looking for customer information.

Increase sales with faster, more efficient sales processes.
Unlimited leads are kept from QuickBooks until they're customers. Sales reps can create and send out estimates, even from the road. Track sales opportunities from initial interest to final sale for both new an existing customers.

Provide excellent service and drive repeat business efficiently.
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.

Streamline processes for happier, more productive staff.
End-to-end workflows eliminate inefficient processes that slow down your team and your business. Convert estimates into invoices without re-entering information. Accept customer payments without going into QuickBooks. Web-to-lead forms turn interested website visitors into leads and create automatic follow-ups.