Home/CRM Software/Method CRM
Updated on: June 30, 2022

What is Method CRM ?

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Method CRM - CRM Software
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90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Method CRM

Capture and manage leads automatically
(181 Ratings) Write Review

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups.

Method CRM Awards

Method CRM Features Show All Features

Method CRM Technical details

Support Online Customer Type Freelancers Large Enterprises Medium Business Small Business
API Location / Phone Number Ontario, Canada / +1 888-925-6238
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category CRM Software

Method CRM Pricing

Pricing ModelFree Trial , Subscription , Quotation Based
MONTHLY YEARLY
Contact Management
$25 /User/Month
Billed Yearly

Features

  • Real-time, two-way sync with QuickBooks Online
  • Patented two-way sync with QuickBooks Desktop
  • Add customers and vendors
  • Email Sidebar management
  • Activity reminders
  • Calendar view
  • Customer management
  • Vendor management
  • Unlimited contact records
  • Unlimited custom fields
  • Communication history
  • Add tags
  • Custom list views
  • Self-serve contact portals
  • Send emails
  • Email templates
  • Activity management
  • Calendar
  • Workflow automation
  • Custom reports
  • Dashboards
  • DIY customization
  • Free hour with customization expert
  • Zapier integration
  • Gmail add-on
  • Outlook add-on
  • Mailchimp integration
  • Google Calendar integration
  • API access
  • Email support
  • Live chat support
  • Phone support
  • Personalized demo
  • Customer success manager
  • Self-service help center
  • Restrict user permissions
  • Single sign-on with Google
  • Single sign-on with Intuit
  • Mobile app for iOS and Android
  • Data import and export
CRM Pro
$44 /User/Month
Billed Yearly

Features

  • Includes features of Contace management plan, plus
  • View and create estimates
  • View and create sales orders
  • View and create invoices
  • View and create sales receipts
  • View, create, and process payments
  • Web to lead form
  • Sales opportunities
  • Custom opportunity stages
  • Pipeline reports
  • Accept payments through contact portals
CRM Enterprise
$74 /User/Month
Billed Yearly

Features

  • Includes features of CRM pro plan, plus
  • View and create purchase orders
  • View and create bills
  • Manage customer support cases
  • Let customers submit support cases through portals
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Disclaimer: The pricing details were last updated on 14/06/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Method CRM pricing.

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Method CRM Reviews

OVERALL RATING
4.4
Based on 181 Rating(s)
Rating Distribution
  • 68.5 %
  • 39.6 %
  • 2.7 %
  • 2.7 %
  • 4 %
SHARE YOUR EXPERIENCE Write a Review
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Videos on Method CRM

Win more businesses with a QuickBooks CRM | Method:CRM
Win more businesses with a QuickBooks CRM | Method:CRM
The Method:Sidebar for Gmail
Method:CRM - the Estimates app
Method:CRM - the Customer Portals

Method CRM Screenshots

Contact List
Account Details
Estimate
Sales opportunities
Invoice
Contact List
Contact List
Account Details
Estimate
Sales opportunities
Invoice

Method CRM FAQs

Method CRM is CRM Software. Method CRM offers the following functionalities:

  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Product Catalog
  • Call Logging
  • Contact Management

Learn more about Method CRM features.

Yes, Method CRM provides API.

Customers

Savvy Bird Consulting
Savvy Bird Consulting
CPC Consolidated Products Company
CPC Consolidated Products Company
DoodyCalls
DoodyCalls
Erazor Bits
Erazor Bits
GTM Landscaping
GTM Landscaping
Guard Up
Guard Up
HME
HME
Sky Products
Sky Products
Digital Signage Resolutions
Digital Signage Resolutions

Method CRM Integration

98%
PayPal
(24738 RATINGS) Payment Gateway Software
98%
Quickbooks
(10076 RATINGS) Accounting Software
Zapier
(3301 RATINGS) iPaaS Software
98%
MailChimp
(29030 RATINGS) Email Marketing Software

Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com