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Method CRM

The #1 rated CRM for QuickBooks Desktop and Online users

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Method CRM Pricing, Features, Reviews and Alternatives

Method CRM product overview

Price starts from

$

25

/momonth
Per User

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

90

Price starts from

$

25

/momonth
Per User

Pricing options

Free plan
Subscription
Free trial
Pricing range

Method CRM features

Functionality

4.1

/5

90
Total Features72 9 categories

Most valued features by users

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

Method CRM users reviews

Overall rating

4.2

/5

90

Positive reviews

81%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.05/10
Rating distribution

5

4

3

2

1

54

19

7

2

8

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.

RM

Richard M.

Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone.

AR

Anonymous Reviewer

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.

CH

Cherie H.

Cons
But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).

Rebekah R.

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.

RA

Rosie A.

Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks.

Donny C.

Overall Rating

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

Reviewed 7 months ago

Transcript

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

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

Share this review:

Excellent CRM to customize with Great Customer Support

Reviewed 3 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.

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

Share this review:

Mostly great, but somewhat overwhelming

Reviewed 4 months 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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

Share this review:

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

Reviewed 9 months ago

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.

Vendor response

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.

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

Share this review:

This was made for dummies

Reviewed 3 months ago
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

Vendor response

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

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

Share this review:

For the Technology saavy users, must be advanced IMO

Reviewed 9 months 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!

Method CRM FAQs and common questions

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


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


Method CRM supports the following languages:
English


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


Yes, Method CRM has an API available for use.


Method CRM integrates with the following applications:
Microsoft Outlook, PayPal, Zapier, Gmail, Google Workspace, QuickBooks Online, Google Calendar, Mailchimp


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

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