Method:CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Method:CRM	Score 9.4 out of 10	N/A	Method:crm is a QuickBooks-integrated, cloud-based CRM platform.	$25 per month per user

Pricing

Method:CRM

Editions & Modules

Contact Management: $25
per month per user
CRM Pro: $44
per month per user
CRM Enterprise: $74
per month per user
CRM Multi-Entity: Custom Quote

Offerings

Pricing Offerings
Method:CRM
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Entry-level Setup Fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Method:CRM
Considered Both Products	Method:CRM Verified User Administrator Chose Method:CRM Method:CRM is a more affordable and user-friendly CRM. It is easier to manage Method:CRM without having to purchase a bunch of add-ons like you do with Salesforce. You get what you see in the demonstration without hidden costs. The ability to create custom fields is great. … Helpful? Verified User Administrator Chose Method:CRM Method communicates with QuickBooks better than Salesforce did. Method also provides better tools for notes and opportunities than Business Central or ACT! Incentivized Helpful? 🔷 Sean Turconi, CPRW, CPCC 🔷 Certified Professional Resume Writer (CPRW) Chose Method:CRM Method:CRM is somewhat easier to work with than Salesforce Essentials. Incentivized Helpful? Verified User Analyst Chose Method:CRM Easier to use than Autorask or Manage. Less expensive than Salesforce while still delivering a lot of functionality, 8n a slightly less elegant fashion. Incentivized Helpful? JD Joey Diaz Warranty Admin Chose Method:CRM We were using QuickBooks Desktop Enterprise for a very long time. However, the software is archaic and dated. Method allows us to step into the 21st century. We now have much more online / automated interactions with our customers. We like that Method also lets us customize a … Incentivized Helpful? HS Heather Sharbutt Director of Product Marketing Chose Method:CRM We chose Method over Salesforce because we felt as though they were not tailored to our size of the company and our specific needs overall. They offered many things that we found very appealing but at the end of the day, we knew that with most importantly we needed a CRM to … Incentivized Helpful? DS Dorothy Sela Owner Chose Method:CRM Work is essentially a calendar and a set of tasks. Method allows me to set up recurring onboarding task lists and keep track of all customer touchpoint in one place. Incentivized Helpful? Verified User Professional Chose Method:CRM I am not familiar with any other products Incentivized Helpful? Verified User Partner Chose Method:CRM We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and … Helpful? Verified User Account Manager Chose Method:CRM Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability. Incentivized Helpful? Verified User C-Level Executive Chose Method:CRM Method is really designed for those who use QuickBooks. I like there is no cost to integrate with the software. Like other crm the user would have to an additional to integrate, but all features of QuickBooks would not able to integrate especially payments. Method has all … Incentivized Helpful? John Lucas Sales Development Consultant Chose Method:CRM I believe that Method:CRM is far superior to Salesforce and the others mentioned above for the following reasons: It is scalable and affordable. It doesn't take an engineering degree to learn how to use it. Incentivized Helpful? Verified User General Manager Chose Method:CRM I have not used other similar products. Incentivized Helpful? Verified User Manager Chose Method:CRM It's highly customizable and user friendly. Incentivized Helpful? Denise D. BA Website Developer Mobile Website Developer \| WordPress Chose Method:CRM We also have used a few other tools such as Insightly. Hands down Method: CRM lead management, quickbook automation & notifications wins the game. Incentivized Helpful? Verified User Administrator Chose Method:CRM I was not a part of the selection process of Method:CRM but I was part of the decision to cancel the service and I was a part of the decision-making group that found the alternative solution to what Method was doing for us. The thing that set the others apart from Method was … Incentivized Helpful? Denice Castillo Special Projects and VP of Operations Chose Method:CRM 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. Helpful? Verified User Consultant Chose Method:CRM 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 … Helpful?

Features

Method:CRM

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	Method:CRM 8.2 22 Ratings 5% above category average
Customer data management / contact management	8.622 Ratings
Workflow management	8.620 Ratings
Territory management	1.81 Ratings
Opportunity management	8.620 Ratings
Integration with email client (e.g., Outlook or Gmail)	8.720 Ratings
Contract management	8.711 Ratings
Quote & order management	9.318 Ratings
Interaction tracking	9.019 Ratings
Channel / partner relationship management	10.012 Ratings

Customer Service & Support

Comparison of Customer Service & Support features of Product A and Product B
	Method:CRM 10.0 2 Ratings 27% above category average
Case management	10.01 Ratings
Call center management	9.92 Ratings
Help desk management	10.01 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	Method:CRM 8.9 19 Ratings 14% above category average
Lead management	8.817 Ratings
Email marketing	9.014 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	Method:CRM 7.8 20 Ratings 2% above category average
Task management	9.318 Ratings
Billing and invoicing management	10.015 Ratings
Reporting	3.917 Ratings

CRM Reporting & Analytics

Comparison of CRM Reporting & Analytics features of Product A and Product B
	Method:CRM 7.7 18 Ratings 1% above category average
Forecasting	8.09 Ratings
Pipeline visualization	9.017 Ratings
Customizable reports	6.017 Ratings

Customization

Comparison of Customization features of Product A and Product B
	Method:CRM 7.8 19 Ratings 2% above category average
Custom fields	6.919 Ratings
Custom objects	6.918 Ratings
Scripting environment	9.212 Ratings
API for custom integration	8.014 Ratings

Security

Comparison of Security features of Product A and Product B
	Method:CRM 8.5 19 Ratings 2% above category average
Single sign-on capability	8.317 Ratings
Role-based user permissions	8.619 Ratings

Integrations with 3rd-party Software

Comparison of Integrations with 3rd-party Software features of Product A and Product B
	Method:CRM 10.0 2 Ratings 29% above category average
Marketing automation	10.02 Ratings
Compensation management	10.02 Ratings

Platform

Comparison of Platform features of Product A and Product B
	Method:CRM 7.9 15 Ratings 5% above category average
Mobile access	7.915 Ratings

Best Alternatives
	Method:CRM
Small Businesses	Salesmate Score 10.0 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10
Enterprises	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives

User Ratings
	Method:CRM
Likelihood to Recommend	8.6 (24 ratings)
Likelihood to Renew	10.0 (3 ratings)
Usability	9.0 (18 ratings)
Support Rating	10.0 (19 ratings)
Implementation Rating	9.0 (1 ratings)
Ease of integration	9.0 (1 ratings)

User Testimonials
	Method:CRM
Likelihood to Recommend	Method Integration Inc. Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers. Incentivized LH Lauren Hamby Marketing Communications Coordinator Read full review
Pros	Method Integration Inc. The customization team is brilliant! The various integrations, QBO & Gmail, help me keep track of all customer interactions. The more organized I am, the more time I have to take care of my clients! I have nothing but praise for the support team and the rest of the crew at Method. Incentivized DS Dorothy Sela Owner Read full review
Cons	Method Integration Inc. It would be great if we could attach files to a lead or account in general and not just in an activity or opportunity. All custom fields do not show up as options for a view when searching for leads or customers within certain parameters. Verified User Anonymous Read full review
Likelihood to Renew	Method Integration Inc. The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM Verified User Anonymous Read full review
Usability	Method Integration Inc. Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here Incentivized JD Joey Diaz Warranty Admin Read full review
Support Rating	Method Integration Inc. The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer. Incentivized HS Heather Sharbutt Director of Product Marketing Read full review
Implementation Rating	Method Integration Inc. Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient. Denice Castillo Special Projects and VP of Operations Read full review
Alternatives Considered	Method Integration Inc. We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due. Verified User Anonymous Read full review
Return on Investment	Method Integration Inc. Method:CRM has probably saved me about 6-10 hours per week over the past few years. It has likely saved our company several hundred hours in the last 10 years. It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things. Incentivized Verified User Anonymous Read full review
ScreenShots	Method:CRM Screenshots