15 years helping Australian businesses
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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.

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.

Where can Method CRM be deployed?

Cloud-based
On-premises

About the vendor

  • Method Integration
  • Located in Toronto, Canada
  • Founded in 2010

Method CRM support

  • Phone Support
  • Chat

Countries available

Australia, Canada, United Kingdom, United States

Languages

English

Method CRM pricing

Starting Price:

USD 25.00/month
  • Yes, has free trial
  • No free version

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

About the vendor

  • Method Integration
  • Located in Toronto, Canada
  • Founded in 2010

Method CRM support

  • Phone Support
  • Chat

Countries available

Australia, Canada, United Kingdom, United States

Languages

English

Method CRM videos and images

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.
View 6 more
Method CRM video
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.

Features of Method CRM

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Calendar Management
  • Calendar/Reminder System
  • Client Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Email Management
  • Email Marketing
  • For Financial Institutions
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Mobile Access
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics
  • Quotes/Estimates
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Support Ticket Management
  • Task Management
  • Third-Party Integrations
  • Workflow Management

Alternatives to Method CRM

HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Learn more about HubSpot CRM
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now. Learn more about Copper
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution. Learn more about Zoho CRM
SugarCRM is one of the world's leading CRM solutions, ideal for organisations with between 50 to 5,000 employees across all industries.
Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
Housecall Pro is a top-rated business solution for home service professionals to streamline scheduling, dispatching, payments, & more.
Founded in 2011, Zapier has helped over 1.8 million individuals and businesses with their automation needs. Learn more about Zapier
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Comprehensive and powerful open source CRM for nonprofits and civic organizations. Easy to use, customize and extend.

Reviews of Method CRM

Average score

Overall
4.1
Ease of Use
3.7
Customer Service
4.0
Features
4.0
Value for Money
3.8

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Chitta Ranjan
Chitta Ranjan
Digital Marketing Manager in India
Verified LinkedIn User
Information Technology & Services, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

Excellent CRM to customize with Great Customer Support

5.0 6 years ago

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.

Ryan
Owner in US
Civil Engineering, Self Employed
Used the Software for: Free Trial
Reviewer Source

Mostly great, but somewhat overwhelming

5.0 3 years ago

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.

Method Integration Response

3 years ago

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!

Verified Reviewer
Verified LinkedIn User
Hospital & Health Care, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

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

3.0 3 years ago

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: Zoho CRM , Salesforce Sales Cloud and SugarCRM

Reasons for Choosing Method CRM: Integration with Quickbooks

Switched From: Keap

Method Integration Response

3 years ago

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.

Cherie
Accounting Director in US
Market Research, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

For the Technology saavy users, must be advanced IMO

5.0 3 years ago

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.

Method Integration Response

3 years ago

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!

Alicia
Director of Operations in Canada
Financial Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

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

5.0 3 years ago

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.

Method Integration Response

3 years ago

Thanks for being a Method customer Alicia!