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Method CRM Logo
Method CRM

The #1 rated CRM for QuickBooks Desktop and Online users

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Method CRM Pricing

Pricing overview

Value for money rating

4.2

/5

92

Price starts from

25

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Pricing details

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.

What users say

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.
We have spent plenty of money adjusting this to our liking. Everytime they fix something they mess something else up and then charge you to fix there mistakes.

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Reviewers who mentioned pricing said:

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.

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

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Lacking in Customer Support

Reviewed 7 months ago

My experience with Method CRM has become less helpful as the days, months and years pass. On Giving Tuesday, the biggest day for Global giving, my donation page doesn't work and Method takes 3 hours to tell me that they can't fix it until I upgrade to a professional PayPal account. A donor told me that the donation page was down. December 31, last best day to reach out to donors. I get a notice...

Pros

I like the ability to create email campaigns and include videos and pictures.

Cons

Support for addressing problems with the process of irregularities is dizzing. I have spent so much time in run-around with speaking with different people and getting different answers. Most inexperienced support staff have a set answer to each problem which is ... what you want to do will take a special template creation which will cost you $125 per hour with our development staff.

Vendor response

Thank you for taking the time to share this feedback with us. We're sorry that your experience with Method wasn't as expected, Brenda. We know how important it is for our support team to be diligent so users can run their organizations successfully. We also understand Giving Tuesday's importance for your organization and donors. Please know your feedback has been passed along to better support you and others fundraising for good causes. If you'd like to share more specifics about your experience to help us improve in the future, please get in touch with us at marketing@method.me.

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

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Powerful CRM platform

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Not a good fit for our organization

Reviewed 2 years ago

It looked like it had potential when we were switching from the free CiviCRM through our Wordpress website. But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it. I compromised for a year and used a supplemental spreadsheet or two to track what I needed and that didn't work out too well. So we switched to a different CRM now that is a better fit for us.

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!

Cons

I had the hardest time importing our data from another database and the one hour support, was barely enough time to get anywhere. When I attempted to create custom fields for our donors, I found it very overwhelming and didn't have the time to invest in the training videos.

Vendor response

Hi Richard, thanks for sharing your experience with us. This is the kind of feedback we need to keep improving our product. While our DIY customization isn't for everyone, we do offer a team of Business Solutions Specialists to our customers who are customization experts as well as unlimited, free customer support. Regardless, we are glad your team has found a tool that's right for you!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best integration with QBO and Gmail for Free Trial/Great Price

Reviewed 2 years ago

So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless. When I encountered a problem (I have a "tech curse".), she...

Pros

I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the...

Cons

I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote.

Vendor response

Thank you for taking the time to share this feedback with us. We are glad that our integration with QuickBooks is meeting your needs and helping your business. Feel free to book your free customization session with our team to do even more with Method:CRM.

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

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This Could be Perfect....

Reviewed 2 years ago

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?

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

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Saved me from outgrowing QuickBooks

Reviewed 4 years ago
Pros

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...

Cons

I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.

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

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

Reviewed 5 years ago

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 me

Pros

It has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.

Cons

This is absolutely not a CRM ready to go 'out of the box' It is difficult to set up and use and some of the core features of a really good contact management system are either missing or handled really badly. No doubt some of the shortfalls could be ironed out with customisation but the promise in the Method marketing and constant reference to five star reviews on their website is not delivered in...

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

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All-in-one Quickbooks CRM

Reviewed a year ago

Excellent. Method customer service has been top notch.

Pros

Excellent user interface and easy integration with Quickbooks desktop.

Cons

It is pricey but you could opt for less features for a lower price.

Vendor response

Thanks for your kind review Amier! If you aren't already on an annual plan, making the switch gets you a 10% discount. I just wanted to share that in case it's helpful information.

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

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Great Product with some Customization

Reviewed a year ago

Great client support, awesome response times and highly effective software and backup team.

Pros

Out of the box, Method needs some customization to perform. Once in place, this jewel keeps showing more ways to interject itself in the Admin process of your facility as well as excel in the marketing for new members. We are moving our workflow for potential members into Method from another platform which has a higher learning curve for Board Members and users to learn.

Cons

The customization can get expensive. While the integration, for us, with QB was critical, it did require some work to fit our needs.

Vendor response

Great to hear that Method has been working well for your team. Thank you for the review!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent Customer Service

Reviewed a year ago
Pros

Aside from numerous integrations and apps that allow all of the functions of my job to become seamless and automated, I especially value the extensive customer support that is available. I feel like the Method employees are extremely knowledgeable, helpful and courteous responding to any of the questions I have encountered. They have basically "held my hand" setting up and customizing Method to be as user friendly as possible. I am so glad I found this software, it will completely simplify and advance they way we do business.

Cons

nothing to complain about. But If I had one wish, it would be that Method could integrate with a map program I use that maps new customers each time they are entered.

Vendor response

Hello, Julie. I'm glad Method:CRM is working for you! You may have already talked to our customer support about this, but they may be able to help you in regards to your map program integration. Thank you so much for your feedback!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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100% Satisfied! Could not be happier.

Reviewed 2 years ago
Pros

Ease of use; Online access; Mobile access; Email storage

Cons

Expensive for customization; Online access sometimes unavailable

Vendor response

Hi Michael! Thank you kindly for your review of Method:CRM.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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terrible

Reviewed 4 years ago

None, actually

Pros

low sticker price, and they say 'yes' to everything you want. However, when you actually get started you realize how rigid the system is and how cumbersome the customization process is. They expect you to become a developer, or pay they a premium. I would STAY AWAY

Cons

extremely difficult to customize, and expensive. They charge your huge fees for hours and end up charging more to correct mistakes. Customization process takes ages. They are cocky and rude to clients who want the software to do more than their limited abilities.

Vendor response

Hi Jeremy, I'm sorry you feel your experience with our team has been anything but positive. We strive to provide world-class service to all customers. I've passed along your feedback to the team who will be reaching out to rectify your experience.

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

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Super satisfied customer-Diesel Training BJJ

Reviewed 4 years ago
Pros

This product is easy to use. It syncs well with Quickbooks. I like the mobile app. Customer Service has been great from sales to support. By far the best CRM that I have found for the value.

Cons

I haven't found anything just yet that would count as a con. I have only had the typical issues a novice user would encounter. This being on the user end.

Vendor response

Hi Javier, thanks for reviewing Method:CRM. It's great to hear that you've had such a positive experience so far with our app and our team. Let us know how we can continue to serve your small business, and if your team is still learning, I recommend our great video tutorials. https://www.method.me/help/253322-list-of-video-tutorials Thanks again, Lynda

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

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Method is a resource that is going to make my life as a sales/support person much easier.

Reviewed 4 years ago
Pros

-Great customer service with quick responses -Easy to create follow-up reminders -Easy to navigate

Cons

-Some confusion in what applications involve extra monthly cost -Some difficulty personalizing different views

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

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Its become our ERP

Reviewed 9 years ago

We've been using MethodCRM for the past 3 years. Prior to that we had experimented with Salesforce and developing our own internal solutions, but nothing we did solved QuickBooks integration. From day one MethodCRM gave us the synchronization we were missing. With its built-in design platform we have created our own custom billing and email marketing solutions. MethodCRM continues to scale as we grow.

Pros

Excellent value

Cons

Learning curve

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Easy to use software

Reviewed 5 years ago
Pros

Good starter CRM out of the box. Definitely use the 1 hour free consultation to discuss your companies needs.

Cons

After a period we still decided to choose an alternative CRM's that had a better cost-value ration in our opinion.

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

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Talk to QB

Reviewed 6 years ago

We need a solution to run a CRM that speaks to QB. There is a 30-day trial which is a good idea but 30 days in sales terms is a short period of time. I would suggest a 3 month trial period - 30 days free, then a reduced fee for 60 days - then charging full price. The time has been to short to get all sales people to understand and get a hang of the program.

Pros

No pros were added to this review

Cons

No cons were added to this review