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 Cost Overview

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

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Starting Price

USD 25.00/month
See pricing details

Pricing Details

Starts at $25/user/month

Free Version

No

Free Trial

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Live Online

Webinars

Documentation

Support

Business Hours

Online

Method CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Generation
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM Software

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Businesses

  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts

View full list of Contact Management Software

  • Campaign Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

View full list of Lead Management Software

Method CRM Alternatives

More Method CRM alternatives

Method CRM Reviews

Showing 5 of 65 reviews

Overall
4/5
Ease of Use
3.6/5
Customer Service
3.9/5
Features
3.9/5
Value for Money
3.6/5
Chitta ranjan D.
Digital Marketing Manager
Information Technology & Services, 201-500 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    4/5
  • Value for Money
    4/5
  • 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
Lisa S.
Customer Service Representative
Building Materials, 13-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    3/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 26/03/2020

"This Could be Perfect...."

Comments: 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?

  • Reviewer Source 
  • Reviewed on 26/03/2020
Wanda M.
Account Executive
Publishing, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 24/08/2020

"Best CRM"

Pros: I like the fact that this software is so user friendly. It's the best CRM I've used in my entire career.

Cons: Honestly, I haven't found anything I don't like about this software.

Vendor Response

by Method Integration on 01/09/2020

Hi Wanda,

Thank you for your review! We're so glad that you enjoy using Method:CRM. We would love to hear more about your experience, so if you're willing to share, please drop us a line at [email protected]me.

Best,
The Method Team

  • Reviewer Source 
  • Reviewed on 24/08/2020
Jet L.
IT Manager
Information Technology & Services, 13-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    2/5
  • Value for Money
    2/5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 21/11/2019

"Powerful CRM platform"

Comments: We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be.
Lots of customization effort has to be done to get it to where we want it to be.

Pros: Powerful and can be highly customized.
Covering almost all aspect of CRM and most from accounting.
Easy to use interface.
Basic plan price is reasonable.

Cons: Outlook integration app still requires a lot of touch up to be practical.
Customization works can be quite repetitive effort if you have multiple company entities that you would like to have similar customization.
Integration engine with Quickbook does not run well on RightNetworks platform. There is no true 24/7 real-time sync.
Prices per user could get very steep when you start subscribed to more modules.

  • Reviewer Source 
  • Reviewed on 21/11/2019
Jonathan R.
sales representative
Wholesale, 13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 26/03/2020

"Usefull tool"

Comments: 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

  • Reviewer Source 
  • Reviewed on 26/03/2020