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Method CRM

Capture and manage leads automatically

(181 Ratings) Write Review

What is Method CRM and how does it work? 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.

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Method CRM Awards

Method CRM Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.

Method CRM Technical details

Support	Business Hours 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	Official Website	https://www.method.me/
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Category	CRM Software

Method CRM Pricing

Pricing ModelFree Trial , Subscription

MONTHLY YEARLY

Contact Management

$25 /User/Month Billed Yearly

Simple lead and customer management to help you close deals and drive repeat business.

Features

QuickBooks integration
Lead management
Contact management
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services (Additional Cost)

CRM Pro

$44 /User/Month Billed Yearly

Powerful QuickBooks CRM to help you simplify your sales process and get paid faster.

Features

QuickBooks integration
Lead management
Financial management
Contact management
Sales pipeline
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services (Additional Cost)

CRM Enterprise

$74 /User/Month Billed Yearly

For growing businesses who want to automate every workflow from sales management to customer service.

Features

QuickBooks integration
Lead management
Financial management
Contact management
Sales pipeline
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services (Additional Cost)

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Disclaimer: The pricing details were last updated on 02/02/2023 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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