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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

Best For

Powerful automation and top QuickBooks accounting software sync.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Method Integration

  • Located In


  • Website

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.

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Client Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Task Management
  • Task Scheduling
  • Template Management
  • Workflow Management

Additional Features

  • Alerts/Escalation
  • Appointment Management
  • Appointment Scheduling
  • Customer History
  • Customer Support
  • Data Synchronization
  • Data Visualization
  • Email Response Control
  • Email Tracking
  • Expense Tracking
  • Knowledge Management
  • Pipeline Reports
  • Predictive Analytics
  • Relationship Tracking
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Source Tracking
  • Support Ticket Management
  • Tagging
  • Team Assignments
  • Third-Party Integrations
  • Visual Analytics
  • Web Forms
  • Web-based Deployment

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