Who Uses Method CRM?

Quickbooks Desktop or Quickbooks Online users who need a CRM solution to easily manage leads, track sales activities and better serve their customers.

What Is Method CRM?

A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.

Method CRM Details

Method Integration

http://www.method.me/

Founded 2010

Method CRM Software - Save time from double data entry and focus on closing more sales and streamline your business.
Method CRM Software - Gain a 360-view of each customer including past interactions, upcoming meetings, purchase history, and more for better customer service and increase customer retention rate.
Method CRM Software - Native integration with Gmail, Outlook, and Calendar to automatically collect leads, so your team will never miss an opportunity and save time to close more sales.
Method CRM Software - With QuickBooks and Method:CRM integration, you can automate your workflow from lead generation, customer management, and invoicing to streamline your business process.
Method CRM Software - Increase productivity and close more sales with activities reminder, create estimates, and online customer portals.
Method CRM video
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Method CRM Software - Save time from double data entry and focus on closing more sales and streamline your business. - thumbnail
Method CRM Software - Gain a 360-view of each customer including past interactions, upcoming meetings, purchase history, and more for better customer service and increase customer retention rate. - thumbnail
Method CRM Software - Native integration with Gmail, Outlook, and Calendar to automatically collect leads, so your team will never miss an opportunity and save time to close more sales. - thumbnail
Method CRM Software - With QuickBooks and Method:CRM integration, you can automate your workflow from lead generation, customer management, and invoicing to streamline your business process. - thumbnail
Method CRM Software - Increase productivity and close more sales with activities reminder, create estimates, and online customer portals. - thumbnail

Method CRM pricing overview

See pricing plans

Method CRM does not have a free version but does offer a free trial. Method CRM paid version starts at US$25.00/month.


Starting Price

US$25.00/month See pricing details

Free Version

No

Free Trial

Method CRM deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • Live Online
  • Webinars
  • Documentation
  • Videos

Method CRM Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of CRM Software

  • Call Centre Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Lead Management
  • Lead Qualification
  • List Management
  • Marketing Automation
  • Product Catalogue
  • Project Management
  • Quotes/Estimates
  • Referral Tracking
  • Survey/Poll Management
  • Territory Management

View full list of CRM Software for Mac

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Contact Management
  • Document Storage
  • Email Management
  • Forecasting
  • Interaction Tracking
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Marketing Automation
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Businesses

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Batch Processing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Synchronisation
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integrations
  • Workflow Management

View full list of Contact Management Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Campaign Management
  • Chat/Messaging
  • Communication Management
  • Customer Experience Management
  • Customer Segmentation
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Data Visualisation
  • Drag & Drop
  • Email Management
  • Engagement Tracking
  • Feedback Management
  • Knowledge Management
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Management
  • Multi-Language
  • Negative Feedback Management
  • Predictive Analytics
  • Ratings / Reviews
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Sentiment Analysis
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Text Analysis
  • Third Party Integrations
  • Trend Analysis
  • Visual Analytics
  • Widgets
  • Workflow Management

View full list of Customer Experience Software

  • API
  • Access Controls/Permissions
  • Account Alerts
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Expense Tracking
  • Forecasting
  • Household Tracking
  • Influence Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Marketing Automation
  • Mobile Access
  • Pipeline Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Reports
  • Search/Filter
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of Financial CRM Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

View full list of Lead Management Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cataloguing/Categorisation
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

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  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
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  • Calendar Management
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Segmentation
  • Customisable Templates
  • Customizable Fields
  • Customizable Scoring
  • Data Enrichment
  • Demographic / Firmographic Data
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Multiple Scoring Models
  • Opportunity Management
  • Pipeline Management
  • Predictive Analytics
  • Prioritisation
  • Process/Workflow Automation
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

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Method CRM Alternatives

More Method CRM alternatives

Method CRM Reviews for UK Users

Read all reviews

Overall rating

4.2/5

Average score

Ease of Use 3.8
Customer Service 4.1
Features 4.1
Value for Money 3.9

Review software

Share your experiences with other software buyers.

Write a Review!
Chitta ranjan D.
Chitta ranjan D.
Digital Marketing Manager
Information Technology & Services, 201-500 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 07/01/2019

"Excellent CRM to customize with Great Customer Support"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 07/01/2019
Ryan T.
Owner
Civil Engineering, Self Employed
Used the Software for: Free Trial
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 20/07/2021

"Mostly great, but somewhat overwhelming"

Comments: 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.

Alternatives Considered: Housecall Pro

Reasons for Switching to Method CRM: Less expensive, better integration with quickbooks, more aligned with my particular business model.

Vendor Response

by Method Integration on 27/07/2021

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!

  • Reviewer Source 
  • Reviewed on 20/07/2021
Verified Reviewer
Sales Operations
Hospital & Health Care, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Reviewed on 09/03/2021

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

Comments: 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.

Alternatives Considered: SugarCRM, Zoho CRM and Salesforce Sales Cloud

Reasons for Choosing Method CRM: Integration with Quickbooks

Switched From: Keap

Vendor Response

by Method Integration on 16/03/2021

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.

  • Reviewer Source 
  • Reviewed on 09/03/2021
Alicia M.
Director of Operations
Financial Services, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 08/06/2021

"Makes it easy for clients to keep track of transactions and for us to keep track of leads"

Pros: The search and linking of the account with QBO is an amazing feature!

Cons: No cons at the moment. If anything, all the added features for use with other employees can add up but that is also very customizable.

Vendor Response

by Method Integration on 15/06/2021

Thanks for being a Method customer Alicia!

  • Reviewer Source 
  • Reviewed on 08/06/2021
Cherie H.
Accounting Director
Market Research, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 27/02/2021

"For the Technology saavy users, must be advanced IMO"

Comments: 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.

Alternatives Considered: HubSpot CRM

Reasons for Choosing Method CRM: We needed more integrations and functions. But, Method is a bit too complicated. More than what we need.

Reasons for Switching to Method CRM: The support and demo were great. Also the price.

Vendor Response

by Method Integration on 02/03/2021

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!

  • Reviewer Source 
  • Reviewed on 27/02/2021