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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.

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.

Where can Method CRM be deployed?

Cloud-based
On-premise

About the vendor

  • Method Integration
  • Located in Toronto, Canada
  • Founded in 2010

Method CRM support

  • Phone Support
  • Chat

Countries available

Australia, Canada, United Kingdom, United States

Languages

English

Method CRM pricing

Starting Price:

US$25.00/month
  • Yes, has free trial
  • No free version

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

Pricing plans get a free trial

About the vendor

  • Method Integration
  • Located in Toronto, Canada
  • Founded in 2010

Method CRM support

  • Phone Support
  • Chat

Countries available

Australia, Canada, United Kingdom, United States

Languages

English

Method CRM videos and images

Method CRM Software - Save time from double data entry and focus on closing more sales and streamline your business.
Method CRM Software - Gain a 360-view of each customer including past interactions, upcoming meetings, purchase history, and more for better customer service and increase customer retention rate.
Method CRM Software - Native integration with Gmail, Outlook, and Calendar to automatically collect leads, so your team will never miss an opportunity and save time to close more sales.
Method CRM Software - With QuickBooks and Method:CRM integration, you can automate your workflow from lead generation, customer management, and invoicing to streamline your business process.
Method CRM Software - Increase productivity and close more sales with activities reminder, create estimates, and online customer portals.
View 6 more
Method CRM video
Method CRM Software - Save time from double data entry and focus on closing more sales and streamline your business.
Method CRM Software - Gain a 360-view of each customer including past interactions, upcoming meetings, purchase history, and more for better customer service and increase customer retention rate.
Method CRM Software - Native integration with Gmail, Outlook, and Calendar to automatically collect leads, so your team will never miss an opportunity and save time to close more sales.
Method CRM Software - With QuickBooks and Method:CRM integration, you can automate your workflow from lead generation, customer management, and invoicing to streamline your business process.
Method CRM Software - Increase productivity and close more sales with activities reminder, create estimates, and online customer portals.

Features of Method CRM

  • Activity Dashboard
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Client Management
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization Software
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • For Financial Institutions
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Interaction Tracking
  • Lead Capture Software
  • Lead Management Software
  • Lead Qualification
  • Lead Segmentation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics Software
  • Quotes/Estimates
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Task Management Software
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management Software

Alternatives to Method CRM

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Fully branded : Client Portal, Project Management, Invoicing, File Sharing, CRM, IM, Messaging & more.
Housecall Pro is a top-rated business solution for home service professionals to streamline scheduling, dispatching, payments, & more. Learn more about Housecall Pro
Founded in 2011, Zapier has helped over 1.8 million individuals and businesses with their automation needs. Learn more about Zapier
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform. Learn more about Salesforce Sales Cloud
Web-based, open-source CRM that meets the needs of non-profit and other civic-sector organizations. Easy to use, customize and extend.
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution. Learn more about Zoho CRM

Reviews of Method CRM

Average score

Overall
4.2
Ease of Use
3.8
Customer Service
4.1
Features
4.1
Value for Money
3.9

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Rosie
Owner in US
Business Supplies & Equipment, Self Employed
Used the Software for: Free Trial
Reviewer Source

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

5.0 2 years ago

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.

Method Integration Response

2 years ago

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.

Margaret
Director, Marketing & Business Operation in US
Electrical/Electronic Manufacturing, 11-50 Employees
Used the Software for: 1+ year
Reviewer Source

The Method Support Team and Programmers are Super!

4.0 5 years ago

Comments: The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient.

Pros:

I believe the support behind the software is critical. Our Method Programmer helped us customize our applications to better fit our needs - she's super and so easy to work with. Method Support Team is quick to respond to inquiries, and I love that I can easily chat with them. The software is pretty intuitive. Our sales, support and tech teams use it daily to access customer information and to provide support. All touch points are documented, allowing anyone in the organization to have access to customer communications. This allows us to better serve our customers and to be more efficient as an organization.

Cons:

The hardest thing for us is understanding the cases application. We are currently working on the customization of this application. It's frustrating that communications with customers via our email platform (gmail) can't transfer over to the customer account as an activity in Cases- our hope is that the upcoming gmail 'gadget' will do this. Also, we often email instructions that include images inserted within the email. This can't be done with Method email...at least not easily. You have to come up with a URL for the image, and even still, I have not been able to get the image to appear in the email. A simple add image button that goes to an image file where you click image to insert in email would be really nice.

Method Integration Response

5 years ago

Thanks for such a detailed review of Method:CRM, Margaret! It's great that your business is leveraging the customization options and that you've enjoyed working with our team so much. I'll be sure to pass along your feedback for how we can improve our app to make the experience even better. Thanks again Lynda

Lisa
Customer Service Representative in US
Building Materials, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

This Could be Perfect....

5.0 3 years ago

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?

John
COO in US
Used the Software for: 2+ years
Reviewer Source

Saved me from outgrowing QuickBooks

5.0 5 years ago

Pros:

Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team.

Cons:

I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.

Ryan
Owner in US
Civil Engineering, Self Employed
Used the Software for: Free Trial
Reviewer Source

Mostly great, but somewhat overwhelming

5.0 last year

Comments: Overall, I have found it to be very useful and I will continue using it. I just want to get some things customized better and when that is done, I expect I'll be very happy with it.

Pros:

It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.

Cons:

Customization is kind of difficult if you don't have a coding / computer science background. I know a little bit about SQL and excel programming, but not a ton. This product kind of requires that you know more than the average small business owner will know in order to customize your reports and emails, unless you want very basic looking emails.

Alternatives Considered: Housecall Pro

Reasons for Switching to Method CRM: Less expensive, better integration with quickbooks, more aligned with my particular business model.

Method Integration Response

last year

Thank you for your feedback! Happy to hear that you're enjoying Method's QuickBooks integration. Our help center has some great articles on customization: https://www.method.me/crm-help-resources/. And our support team members are customization experts: https://www.method.me/contact-us/. Again, thank you for sharing your experience with us and contributing to the development of Method:CRM!