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Method CRM Logo
Method CRM
4.2
(93)

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The #1 rated CRM for QuickBooks Desktop and Online users

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(14)

Method CRM Pricing, Features, Reviews and Alternatives

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

Method CRM pricing information

Value for money

3.9

/5

93

Starting from

25

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Method CRM features

Functionality

4.1

/5

93

Total features

85

10 categories

Most valued features by users

Reporting/Analytics
Reporting & Statistics
Third Party Integrations
Activity Dashboard
API
Alerts/Notifications
Data Import/Export
Email Marketing

Method CRM users reviews

Overall Rating

4.2

/5

93

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.08/10
Rating distribution

5

4

3

2

1

55

19

8

2

9

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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Joe C.

Sales Operations

Health, Wellness and Fitness, 1-10 employees

Review source

Overall Rating

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

Reviewed 2 years ago

Transcript

Speaker 1: Hi, my name is Joe. I work in healthcare and sales operations. I give Method a three out of...

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Chitta Ranjan D.

Verified reviewer

Information Technology and Services, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Excellent CRM to customize with Great Customer Support

Reviewed 4 years ago

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.

RT
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Ryan T.

Civil Engineering, self-employed

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Mostly great, but somewhat overwhelming

Reviewed a year ago

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.

Vendor response

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!

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Schecky M.

Verified reviewer

Food Production, 11-50 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Buyer Beware

Reviewed 2 months ago

Bottom line: Product does not work as advertised. Would NEVER recommend We chose Method as it claimed to sync well with Quickbooks which is our primary business software. We got some help with our set up and then things worked well enough once we figured out the sync issues. We decided to pay for the full year upfront. Do NOT do that. We started finding some errors where Method added numbers to...

Pros

Set up was guided well. App and website sync well.

Cons

Anemic tech support. Poor customer service once refund requested.

Vendor response

Hello Schecky, Thank you for sharing your feedback, and we're sorry to hear that you've had a less than positive experience. We have launched an investigation into the reported issues and are working with our developers' team to find a resolution. Our support team will reach out to you with recommendations once we have concluded the investigation. Please reach out to marketing@method.me if there's anything we can help you with in the meantime. Again, thank you for sharing your experience with us and for your patience.

CH
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Cherie H.

Market Research, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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For the Technology saavy users, must be advanced IMO

Reviewed 2 years ago

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.

Vendor response

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!

AM
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Alicia M.

Financial Services, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Makes it easy for clients to keep track of transactions and for us to keep track of leads

Reviewed a year ago
Pros

The search and linking of the account with QBO is an amazing feature!

Cons

No cons at the moment. If anything, all the added features for use with other employees can add up but that is also very customizable.

Vendor response

Thanks for being a Method customer Alicia!

Method CRM FAQs and common questions

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)


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

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