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Method CRM vs Salesboom CRM Suite Comparison (2026)

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Good recommendations?

Method CRM logo

Method CRM

Salesboom CRM Suite logo

Salesboom CRM Suite

Overview

Method CRM extends QuickBooks with customizable lead-to-payment workflows. Manage customers, sales, operations, invoices, and payments in one system with real-time QuickBooks sync. Built for manufacturing, distribution, construction, field service, and more.

Salesboom CRM is an <b>online CRM</b> and <b>customer retention</b> software designed to manage your customer base and identify up-selling opportunities. Established in 2003, the Salesboom CRM system has been helping enterprises of all sizes coordinate their customer relationship management and cross/up-selling strategies as well as providing online training courses and support.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

27

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

14

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.2

143

5

4

3

2

1

88

28

10

3

14

  • Value for money
  • Ease of use
  • Features
  • Customer support
66%
would recommend this app

4.3

37

5

4

3

2

1

23

10

0

1

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
81%
would recommend this app

Pros

“Unlike many CRM systems that offer only limited syncing, Method gives us a reliable connection between our customer management and accounting processes.”
AP

Anita P.

Administrative Assistant

“That level of customization has made a huge difference for us because our workflows are not standard, and we needed a system that could adapt instead of forcing us into rigid processes.”
AP

Anita P.

Administrative Assistant

“That it helps our small company keeps tasked organized and saves time by capturing information off forms to eliminate duplicate data entry points.”
LR

Laura R.

Operations Manager

Pros

Not enoughreviews yet

Cons

“I sometimes have issues importing new customers, but can usually figure it out or manually enter them into the system.”
NH

Nicholas H.

Owner

“The interface looks a bit dated.”
PT

Peter T.

Automation Specialist

“I also struggle with personalization on my own sales reporting/default views, etc. but wonder if it is because we have so few users and basic functionality?”
LC

Lisa C.

Account Executive

Cons

“good to start until you relax, then they change the price and billing period costing you thousands.”
MC

MAc C.

Sales Rep

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features81
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Billing Portal
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Catalog Management
  • Channel Management
  • Client Management
  • Collaboration Tools
  • Commission Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Portal
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Document Storage
  • Drag & Drop
  • Dunning Management
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • Field Sales Management
  • File Sharing
  • Financial Management
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Full Text Search
  • Hourly Billing
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice History
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Mobile Payments
  • Multi-Channel Communication
  • Multi-Currency
  • Online Invoicing
  • Opportunity Management
  • Payment Processing
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Pricing Management
  • Project Billing
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Data
  • Recurring/Subscription Billing
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Tax Calculation
  • Team Assignments
  • Template Management
  • Templates
  • Territory Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • Total features68
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Billing Portal
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Catalog Management
  • Channel Management
  • Client Management
  • Collaboration Tools
  • Commission Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Portal
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Document Storage
  • Drag & Drop
  • Dunning Management
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • Field Sales Management
  • File Sharing
  • Financial Management
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Full Text Search
  • Hourly Billing
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice History
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Mobile Payments
  • Multi-Channel Communication
  • Multi-Currency
  • Online Invoicing
  • Opportunity Management
  • Payment Processing
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Pricing Management
  • Project Billing
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Data
  • Recurring/Subscription Billing
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Tax Calculation
  • Team Assignments
  • Template Management
  • Templates
  • Territory Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations9
  • Constant Contact
  • Docusign
  • Dropbox
  • Dynamics 365
  • Dynamics 365 Business Central
  • Epicor Advanced MES
  • Epicor HCM
  • Google Ads
  • Google Calendar
  • Google Contacts
  • Google Docs
  • Google Drive
  • Google Maps
  • Google Voice
  • Google Workspace
  • Kinetic
  • LinkedIn for Business
  • Meta for Business
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • PayPal Payments
  • QuickBooks Enterprise
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RingCX
  • SYSPRO
  • Sage 50 Accounting
  • Sage 500
  • Sage Accounting
  • Sage Intacct
  • Sage X3
  • Slack
  • Twilio
  • Twitter/X
  • Xero
  • Zapier
  • Total integrations35
  • Constant Contact
  • Docusign
  • Dropbox
  • Dynamics 365
  • Dynamics 365 Business Central
  • Epicor Advanced MES
  • Epicor HCM
  • Google Ads
  • Google Calendar
  • Google Contacts
  • Google Docs
  • Google Drive
  • Google Maps
  • Google Voice
  • Google Workspace
  • Kinetic
  • LinkedIn for Business
  • Meta for Business
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • PayPal Payments
  • QuickBooks Enterprise
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RingCX
  • SYSPRO
  • Sage 50 Accounting
  • Sage 500
  • Sage Accounting
  • Sage Intacct
  • Sage X3
  • Slack
  • Twilio
  • Twitter/X
  • Xero
  • Zapier