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

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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 USD 25.00.


Starting Price

USD 25.00 See pricing details

Pricing Details

Starts at $25/user/month

Free Version

No

Free Trial

Method CRM deployment and support

Support

  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • Live Online
  • Webinars
  • Documentation

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

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

View full list of Financial CRM 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

  • Cataloguing / Categorisation
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

View full list of Online CRM Software

Method CRM Alternatives

More Method CRM alternatives

Method CRM Reviews

Read all reviews

Overall rating

4.1/5

Average score

Ease of Use 3.7
Customer Service 4
Features 4
Value for Money 3.7

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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
Rosie A.
Owner
Business Supplies & Equipment, Self Employed
Used the Software for: Free Trial
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/11/2020

"Best integration with QBO and Gmail for Free Trial/Great Price"

Comments: So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless.
When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO.
My online encounters have been excellent with the Method staff.

Pros: I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost.

Cons: I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote.

Vendor Response

by Method Integration on 01/12/2020

Thank you for taking the time to share this feedback with us. We are glad that our integration with QuickBooks is meeting your needs and helping your business. Feel free to book your free customization session with our team to do even more with Method:CRM.

  • Reviewer Source 
  • Reviewed on 11/11/2020
Richard M.
President
Nonprofit Organization Management, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    3 /5
  • Customer Support
    3 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 11/09/2020

"Not a good fit for our organization"

Comments: It looked like it had potential when we were switching from the free CiviCRM through our Wordpress website. But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it. I compromised for a year and used a supplemental spreadsheet or two to track what I needed and that didn't work out too well. So we switched to a different CRM now that is a better fit for us.

Pros: I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time!

Cons: I had the hardest time importing our data from another database and the one hour support, was barely enough time to get anywhere. When I attempted to create custom fields for our donors, I found it very overwhelming and didn't have the time to invest in the training videos.

Vendor Response

by Method Integration on 22/09/2020

Hi Richard, thanks for sharing your experience with us. This is the kind of feedback we need to keep improving our product. While our DIY customization isn't for everyone, we do offer a team of Business Solutions Specialists to our customers who are customization experts as well as unlimited, free customer support. Regardless, we are glad your team has found a tool that's right for you!

  • Reviewer Source 
  • Reviewed on 11/09/2020
Omar M.
Sales Manager
Events Services, 11-50 Employees
Used the Software for: 2+ years
  • 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 27/10/2020

"Excellent Tool"

Comments: I am satisfied because it is a really efficient tool to grow my business.

Pros: It is the operating system of our sales department. Simple to use for the sales team, track activity and set reminders on follow ups. It gives me the ability to forecast monthly revenue.

Cons: I am currently very satisfied with the software at all aspects.

Vendor Response

by Method Integration on 04/11/2020

Thanks for the positive review Omar!

  • Reviewer Source 
  • Reviewed on 27/10/2020
Michael R.
Sales Manager
Business Supplies & Equipment, 11-50 Employees
Used the Software for: 2+ years
  • 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 05/10/2020

"100% Satisfied! Could not be happier."

Pros: Ease of use; Online access; Mobile access; Email storage

Cons: Expensive for customization; Online access sometimes unavailable

Vendor Response

by Method Integration on 13/10/2020

Hi Michael! Thank you kindly for your review of Method:CRM.

  • Reviewer Source 
  • Reviewed on 05/10/2020