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

Method:CRM

The #1 rated CRM for QuickBooks Desktop and Online users

4.05/5 (63 reviews)

Method:CRM overview

What is 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 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 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.
www.method.me

Pricing

Starting from
$25/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, United Kingdom

Supported languages

English
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
Features
Ease of use
Customer support
  3.6
  3.9
  3.6
  3.9
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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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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.

Pros
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.

Cons
The hardest thing for us is understanding the cases application. We are currently working on the customization of this application. It's frustrating that communications with customers via our email platform (gmail) can't transfer over to the customer account as an activity in Cases- our hope is that the upcoming gmail 'gadget' will do this. Also, we often email instructions that include images inserted within the email. This can't be done with Method email...at least not easily. You have to come up with a URL for the image, and even still, I have not been able to get the image to appear in the email. A simple add image button that goes to an image file where you click image to insert in email would be really nice.

Response from Method Integration


Thanks for such a detailed review of Method:CRM, Margaret! It's great that your business is leveraging the customization options and that you've enjoyed working with our team so much. I'll be sure to pass along your feedback for how we can improve our app to make the experience even better. Thanks again
Lynda

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Lisa Sizemore

This Could be Perfect....

Used daily for 6-12 months
Reviewed 2020-03-26
Review Source: Capterra

I can set reminders that actually work with Method. We have been able to set up cases for issues with deliveries, shortages, and materials. Then we can follow the process of a customer return or an issue that needs to be resolved more easily.

Pros
I love the integration with Outlook. I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company.

Cons
This is a great product, except it does not have a place on a customer to make notes specific to a person or to save files. Each company has a price sheet. I can only attach things to activities. I cannot go through every activity to find customer specific files. Please add a feature to pin files or attach files to a contact. A place for contact specific notes would be awesome too! There is also not an easy way to go back to an opportunity from an activity. You can click to go to the Estimate when an activity is on the Estimate, so why would it not work that way for an Opportunity?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Jet Lai

Powerful CRM platform

Used daily for 6-12 months
Reviewed 2019-11-21
Review Source: Capterra

We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be. Lots of customization effort has to be done to get it to where we want it to be.

Pros
Powerful and can be highly customized. Covering almost all aspect of CRM and most from accounting. Easy to use interface. Basic plan price is reasonable.

Cons
Outlook integration app still requires a lot of touch up to be practical. Customization works can be quite repetitive effort if you have multiple company entities that you would like to have similar customization. Integration engine with Quickbook does not run well on RightNetworks platform. There is no true 24/7 real-time sync. Prices per user could get very steep when you start subscribed to more modules.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Jonathan Rodriguez

Usefull tool

Used daily for 2+ years
Reviewed 2020-03-26
Review Source: Capterra

before that everything was done manually very hard to follow and keep track of the work

Pros
Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks . allows you create leads and categorized clients according to they importance . very easy to use . our manager will count the number of calls and notes to share it with others .

Cons
sometime it gets a bit slow when creating the activities . not able to import export pictures , folders , graphics into the activities

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Method:CRM pricing

Starting from
$25/month
Pricing options
Free trial
Subscription
View 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 features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Third Party Integration

Social Media Integration (188 other apps)
Surveys & Feedback (162 other apps)

Videos and tutorials

Additional information for Method:CRM

Key features of Method:CRM

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

Benefits

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.