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Updated on: February 7, 2023
Method CRM - CRM Software
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91% 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

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.

Method CRM Awards

Method CRM Features Show All Features

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/
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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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
Read All Reviews

Videos on Method CRM

Method:CRM — Achieve more with the #1 QuickBooks CRM
Method:CRM — Achieve more with the #1 QuickBooks CRM
Win more businesses with a QuickBooks CRM | Method:CRM
The Method:Sidebar for Gmail
Method:CRM - the Customer Portals
Method:CRM - the Estimates app
Method:CRM review for manufacturing and professional services businesses

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
Reliable Trading
Reliable Trading

Method CRM Integration

93%
Authorize.Net
(353 RATINGS) Payment Gateway Software
91%
Gmail
(2599 RATINGS) Email Marketing Software
98%
PayPal
(24738 RATINGS) Payment Gateway Software
98%
Quickbooks
(2461 RATINGS) Accounting Software
Zapier
(3331 RATINGS) iPaaS Software
96%
MailChimp
(30285 RATINGS) Email Marketing Software
98%
Xero
(4756 RATINGS) Accounting Software

Disclaimer

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