About 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:CRM 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:CRM 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.
Pricing starting from:
USD 25.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of 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 (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premises
Markets
Australia, Canada, United Kingdom, United States
Supported Languages
English
Pricing starting from:
USD 25.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Method CRM: 83
Alternatives
CiviCRM
Dynamics 365
SuiteDash
Zed Axis
Reviews
Already have Method CRM?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Business Supplies & Equipment
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best integration with QBO and Gmail for Free Trial/Great Price
Reviewed on 11/11/2020
So far, Method has helped me develop my brand new business with processes that will not have to be...
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 tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO.
My online encounters have been excellent with the Method staff.
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 system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost.
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.
Response from Method Integration
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.
- Industry: Building Materials
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
This Could be Perfect....
Reviewed on 26/03/2020
I can set reminders that actually work with Method. We have been able to set up cases for issues...
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?
- Industry: Nonprofit Organization Management
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Lacking in Customer Support
Reviewed on 06/01/2022
My experience with Method CRM has become less helpful as the days, months and years pass. On...
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 that there was an error in my campaign email and no one at Method can tell me what the problem is. A case file is created and 6 days later I haven't heard from them. When I follow-up, they tell me that there was a mistake, they thought that the problem was resolved. No communication with me to confirm. They promise to get back to me.
When I ask to speak to a supervisor, it's suggested that I speak to my sales support person where I need to make an appointment. Wow, what more can I say.
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.
Response from Method Integration
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 [email protected].
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Saved me from outgrowing QuickBooks
Reviewed on 01/04/2018
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 sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team.
Cons
I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Usefull tool
Reviewed on 26/03/2020
before that everything was done manually very hard to follow and keep track of the work
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
Method CRM FAQs
Below are some frequently asked questions for Method CRM.Q. What type of pricing plans does Method CRM offer?
Method CRM offers the following pricing plans:
- Starting from: USD 25.00/month
- Pricing model: Subscription
- Free Trial: Available
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.
Q. Who are the typical users of Method CRM?
Method CRM has the following typical customers:
2–10, 11–50, 51–200
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 (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Method CRM integrate with?
Method CRM integrates with the following applications:
Gmail, Google Calendar, Google Workspace, Mailchimp, Microsoft Outlook, PayPal, QuickBooks Desktop Enterprise, QuickBooks Desktop for Mac, Quickbooks Online, Quickbooks Pro, Xero, Zapier
Q. What level of support does Method CRM offer?
Method CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
See all software categories found for Method CRM.
