Method Reviews

& Product Details

What is Method?

Method is a fully customizable CRM solution for small businesses that integrates seamlessly with QuickBooks Desktop and Online. With the patented QuickBooks integration, customer information, invoices, payments, and more are instantly synced in both Method and your QuickBooks account, eliminating the need for double data entry. It also automates the lead collection, as well as estimate and invoice creation, saving time and increasing productivity.

Due to the CRM’s adaptable interface, businesses can design a system customized to their unique requirements. With its drag-and-drop features, customization is simple and doesn’t require coding knowledge. Workflows, custom fields, and even online customer portals are all possible. Furthermore, it is also designed to work on any device, including desktop and mobile. Next, it enables remote lead management, workflow automation, and sales activity tracking. Finally, its integrated online customer portals offer outstanding customer care, retaining users and keeping them coming back for more.

The advantages of the CRM include streamlining operations and boosting accuracy and efficiency. A data-driven approach to marketing and sales is made possible by the 360-degree perspective of client data, and the activity tracking tool aids in keeping track of team performance.

Found in these Categories

CRM Software

Best For

Powerful automation and top QuickBooks accounting software sync.

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
Method Integration
Located In
Canada
Website
method.me

Method Pricing

Starting from:

$28 /user/month

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

Method CRM has three pricing plans - Contact Management, CRM Pro, and CRM Enterprise - with monthly & yearly subscription options. The costs start from $25 Per user per month, Billed annually, or $28 per user when billed monthly. Additionally, a Free 14-day trial is available that grants access to all of the features in the CRM Pro plan.