Surprisingly Powerful Tool!
We use Method:CRM to take notes, record opportunities, create tasks, follow our campaigns, track emails, and create estimates and invoices …
Starting at $25 per month per user
View Pricing Overview
What is Method:CRM?
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
Recent Reviews
Popular Features
- Customer data management / contact management (21)10.0100%
- Opportunity management (19)10.0100%
- Workflow management (19)10.0100%
- Integration with email client (e.g., Outlook or Gmail) (19)8.080%
Reviewer Pros & Cons
Pricing
Contact Management
$25
On Premise
per month per user
CRM Pro
$44
On Premise
per month per user
CRM Enterprise
$74
On Premise
per month per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.method.me/crm…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $25 per month per user
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Method:CRM?
Method:CRM is a CRM for QuickBooks Desktop and QuickBooks Online users.
Integrations
Method:CRM's real-time sync with QuickBooks automatically updates customer information, invoices, and payments between Method and QuickBooks. Method:CRM also offers native integrations with apps like Gmail, Outlook, and Mailchimp, or users can connect hundreds of other apps via Zapier. With Method:CRM, users can manage daily workflows with one system and eliminate double data entry.
Customization
Customizable and code-free, Method:CRM's drag-and-drop tools allows users to create a custom CRM that mirrors business processes and evolves with a company's growing needs. With Method, users can personalize the CRM to business needs and create a solution beyond a traditional CRM with custom workflows, commission trackers, and online customer portals.
Lead management
Instead of manually entering sales leads and spending hours on admin work, Method:CRM lets sales teams focus on finding new prospects, nurturing leads, and closing deals. Method:CRM helps users streamline sales process by managing estimates, invoices, and opportunities in one place.
Integrations
Method:CRM's real-time sync with QuickBooks automatically updates customer information, invoices, and payments between Method and QuickBooks. Method:CRM also offers native integrations with apps like Gmail, Outlook, and Mailchimp, or users can connect hundreds of other apps via Zapier. With Method:CRM, users can manage daily workflows with one system and eliminate double data entry.
Customization
Customizable and code-free, Method:CRM's drag-and-drop tools allows users to create a custom CRM that mirrors business processes and evolves with a company's growing needs. With Method, users can personalize the CRM to business needs and create a solution beyond a traditional CRM with custom workflows, commission trackers, and online customer portals.
Lead management
Instead of manually entering sales leads and spending hours on admin work, Method:CRM lets sales teams focus on finding new prospects, nurturing leads, and closing deals. Method:CRM helps users streamline sales process by managing estimates, invoices, and opportunities in one place.
Method:CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Platform Features
- Supported: Mobile access
Method:CRM Screenshots
Method:CRM Videos
Method:CRM is designed for QuickBooks users to sync all customer information, estimates, and invoices to a CRM that helps business to provide customer service and streamline sales from leads to payment collections.
Method:CRM - the Estimates app
Sales reps can create estimates without QuickBooks access, to maximize productivity and close sales faster.
Method:CRM - the Customer Portals
24/7 online self-service CRM portals provided
The Method:Sidebar for Gmail
Gmail integration with Method:CRM allows teams to work directly in Gmail with lead and customer information right from the inbox.
Method:CRM Integrations
Method:CRM Competitors
Method:CRM Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
| Supported Countries | USA, Canada, United Kingdom, Australia, South Africa |
| Supported Languages | English |
Frequently Asked Questions
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
Method:CRM starts at $25.
Reviewers rate Customer data management / contact management and Workflow management and Opportunity management highest, with a score of 10.
The most common users of Method:CRM are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews and Ratings
(33)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
Method CRM is a versatile software solution that caters to various business needs. Users rely on it for lead tracking, scheduling technicians and equipment, and generating work orders and invoices for the accounts receivable department. With Method CRM, customers can effectively manage onboarding tasks for new clients, keeping track of completed and pending activities. The software also excels at tracking recurring client activities across the company, ensuring world-class customer satisfaction.
One of the standout features of Method CRM is its ability to make customer information easily accessible and facilitate the creation of a large customer database through web-to-lead forms on the website. This not only streamlines the process of capturing leads but also improves overall efficiency. Additionally, users appreciate being able to assign tasks to others and track their completion, making it easier to stay updated on customer activities.
Method CRM's customizability and seamless QuickBooks sync make it an excellent choice for specific workflows, tracking capabilities, and field services regulation. Many businesses have successfully transitioned from outdated systems to more efficient, fast, and effective processes with the help of Method CRM. It provides both CRM and ERP functions, managing a database of customers while tracking lessons, invoices, and other essential information.
Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
May 01, 2024
Surprisingly Powerful Tool!
We use Method:CRM to take notes, record opportunities, create tasks, follow our campaigns, track emails, and create estimates and invoices that are linked to QuickBooks.
- Method:CRM is a great tool we use to track our opportunities.
- Method:CRM allows our salespeople and CSRs to assign tasks and enter notes.
- Method:CRM allows users to create custom fields and drop down menus for information.
- Method:CRM could improve its ability to create reports and searches based on custom fields.
- Method:CRM could improve its email templates to make them more user friendly.
- Method:CRM could improve custom reporting.
- Method:CRM could make it easier to complete a mass change on a single field without having to export and import the information.
95.71428571428571%
9.6
N/A
N/A
90%
9.0
86.66666666666666%
8.7
75%
7.5
86.66666666666666%
8.7
95%
9.5
N/A
N/A
N/A
N/A
100%
10.0
- We were able to recognize a ROI within the first 6 months to a year of using this program.
- Method:CRM records interactions from emails too with the add-on. This saves time creating new contacts.
- Method:CRM allows us to more accurately track our lead sources.
Method communicates with QuickBooks better than Salesforce did. Method also provides better tools for notes and opportunities than Business Central or ACT!
8
The sales manager, CSRs, and sales people all use Method CRM.
3
You do not need to have a lot of training or skills to support Method CRM. There are halpful instructions and a very helpful customer service department to answer questions about anything you need.
- Lead Management
- Opportunity Management
- Estimates
- Invoices
- We are able to create cases for instances when there is an issue with either shipping or material.
- We have been able to send out emails to customers directly from Method CRM and record that information as an activity.
- We would like to use Method for more campaign management.
December 17, 2014
Method:CRM good for small business
Score 5 out of 10
Vetted Review
Verified User
Method:CRM is used across the company. The sales team uses it for lead tracking, the scheduling department uses it to schedule out technicians and equipment. The accounts receivable department uses it to generate work orders and invoices. Everything is managed through Method. It is used everyday and is what keeps the business moving smoothly.
- Methods integration team was very helpful in getting us set up.
- Their account management team is great at keeping in touch
- If you need something created, they have a highly skilled team to help it become a reality.
- The back end is a little confusing, especially if you are not in it every day.
- Better self help documents would be a plus.
- Having to switch/download different programs to generate or create reports or documents is not appealing.
- Integrates well with Quick-books
- More efficient on scheduling out equipment
- Negative- it needs to have better customer management, this area is lacking
- ConnectWise
Connectwise was a great product it was just not cost effective for our company. We actually really liked how Connectwise worked, it was just WAY too expensive.
- Implemented in-house
No
- Learning the back end
- Getting it to work with Quick-books
- Training the staff how to use it.
No
We did in the set up phase, but not now in maintenance. We just use it as needed. To buy into the maintenance plan was not cost effective as we did not think we would utilize it enough. The set up was done so well that I am able to manage it pretty well on my own.
No
During the set up phase. They worked very hard on getting my Work order to be exactly what we needed. They helped to be sure that it would pull the correct information from other areas of the program with out double entry. They made sure I understood how it worked so I would be able to edit as needed.
March 28, 2014
Method CRM - the best CRM for QuickBooks
Method CRM is ideal for companies that need to integrate their customer-facing employees with their back office and who have a challenge not met by other QuickBooks add-ons. Method is the most customizable CRM software and has the best interface with QuickBooks. With Method you can automate business processes and track unlimited amounts of information.
- Method allows you to enter data in QuickBooks from a web-based or mobile platform, with highly specific user permissions, which means your field employees have access to only the data they need without being in your QuickBooks file
- Method allows unlimited additional data fields, screen customizations, and extremely sophisticated automation of business processes, all of which allows you to design your own features
- With its API and SQL scripting, Method can pull data from outside sources and combine it with your QuickBooks information to provide processes unique to your business
- Even though Method has a suite of CRM and accounting features built in, because it is so completely customizable, businesses can get sucked in to extensive and expensive implementation projects. Method is best used when there is a unique challenge to solve, or when automation will produce cost-savings sufficient to outweigh the investment in customization.
- Method is browser-based on mobile devices, it doesn't run without an internet connection.
- Method's look and feel is database-centric unless screens are customized, however there is a new version of Method coming out in 2014 to address this.
- One of the best features of any CRM is the ability to generate new sales from existing relationships by automating follow-up activities and campaigns. Method does this very well.
- Method can be customized to automatically allocate amounts according to complex formulas, savings tremendous amounts of time in the back office and eliminating tons of paperwork. Some clients have been able to forgo hiring additional employees when Method is implemented.
I love the infinite customization available in Method CRM. No other CRM offers as much ROI and flexibility of design of the user interface. However Method's built-in feature set doesn't include many of the extras that might be found in a more niche product. Furthermore, while Method's deep integration with QuickBooks is a strength, it is also a limitation because so much customization may be necessary to add features that go beyond the accounting & CRM-centric buildout of Mehtod.