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Method CRM is a versatile software solution that caters to various business needs. Users rely on it for lead tracking, scheduling …
Starting at $25 per month per user
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What is Method:CRM?
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
Recent Reviews
Popular Features
- Customer data management / contact management (20)9.999%
- Integration with email client (e.g., Outlook or Gmail) (18)8.888%
- Opportunity management (18)8.686%
- Workflow management (18)8.383%
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
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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 Custom fields and Custom objects highest, with a score of 10.
The most common users of Method:CRM are from Small Businesses (1-50 employees).
Comparisons
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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
(1-22 of 22)Companies can't remove reviews or game the system. Here's why
December 23, 2021
Method:CRM Closing Deals - Mastering a Software System!
I currently use Method:CRM as a CRM for my freelancing business. It helps me keep track of prospect and client interactions, it connects to QuickBooks Online, and it helps with documentation management with my clients. It helps with visualizing the sales pipeline and there's even a portal for my clients to view their estimates, invoices, receipts, and more!
November 18, 2021
Method:CRM the Software of the digital Age
Score 9 out of 10
Vetted Review
Verified User
Method:CRM is a amazing customizable software with seamless QuickBooks Sync and tons of integrations. Its customizability is the number one reason that I chose this software to be used by my company for our specific workflows, tracking capabilities, and field services regulation that we were desperately needing. Before choosing Method:CRM we were very much behind in the digital age of CRM and had way to many folders and non user friendly systems that we just tolerated versus Method:CRM that works for us how we need it, when we need it. To put it frankly we as a whole were outdated. Method:CRM changed that for us. We are now more efficient, fast and effective and keeping up with the digital age. From being able to manage our customers, contacts, and vendors in one place. The ease of use of the client portal to not only make a case with us, but update their own information whenever something changes, and to pay there bill, without wasting paper or using gas to collect a payment has been a game changer. As well as the Email Campaigns app has been of so much value. The other thing that I will say that I love about Method:CRM is the help center and customer service is phenomenal. If I have a question or need help Method Customer service is right there responding to my question in 5 minutes or less.
November 17, 2021
Best SMB bang for the buck!
Method CRM is being selected and implemented for a boutique IS company in my network to address needs for native QBO integration, workflow automation, general CRM capabilities, and business insight ad well as quoting standardization and activity tracking.
November 17, 2021
A simple and flexible development environment that allows companies to easily build essential apps
Score 10 out of 10
Vetted Review
Verified User
Method:CRM provides both CRM and ERP functions for our school. It manages a database of our customers, which consists of families--the parents and their children who take music lessons at our school. It tracks lessons: their time, location, the teacher, and student. It interfaces with Quickbooks and is used to deliver invoices and other information to our customers.
November 05, 2021
Method CRM - The new wave in the CRM Industry!
We needed a solution for allowing customers to add themselves to our Quickbooks Online using and Online Form. The implementation works well, we can now email customers a link to a web form so they can add themselves. Saves us a great deal of time, also this prevents input errors we have from time to time trying to hear the customer over the phone.
November 02, 2021
Method: CRM - The little powerhouse!
At our company, we use methods to keep track of all the potential customers that we get. We get website inquiries, leads from multiple other businesses, incoming emails, walk-ins, and phone calls. We use it for our front office staff only, as our technicians in the back have their own work order system that has been implemented with our company for years now. Where we would usually just take notes on notepads, with Method we now have a completely separate work order system for potential sales. This has been a great addition to keep all our offices in the loop. We've been able to follow up on potential sales together instead of having to take time out to figure out who talked to who and what it was about.
October 08, 2021
Easy to use and enhanced productivity!
Method is used by our organization for building client's orders from estimate status to completion. We also house our contacts in the Method database and keep current activities in relation to customers in each account. I enjoy the ease of accessing client information along with totality of client history that is easily accessible.
July 19, 2021
Method:CRM is a powerful integration tool which helps manage all my client interactions!
I am currently using Method to manage onboarding tasks for new clients. We have approximately 60 steps in various software integrations and in order to ensure everything is completed in a timely fashion for each client, we keep track of the completed activities as well as those still to be done. Once I've completed building out this process, I will use Method to keep track of the recurring client activities across the company. We will be expanding rapidly, and having solid systems in place is the only way to ensure we have world-class customer satisfaction.
Method:CRM has been absolutely fantastic to use! I can see all the activities and opportunities active and it is an easier way to keep everyone updated with what is happening every day. Also, a very great tool is that you can import a database from excel and use it for your contacts in Method:CRM.
May 19, 2021
Method:CRM is very customizable!
Score 10 out of 10
Vetted Review
Verified User
We use Method:CRM for contact/lead management, work order management, opportunity management, and assigning task[s] to other individuals within the company. Method:CRM syncs perfectly with QuickBooks to make accounting much easier. The time tracking feature is great to see the time all in one spot. Method:CRM has greatly improved the workflow in the company!
May 11, 2021
Recommended--syncs well with QuickBooks
Score 8 out of 10
Vetted Review
Verified User
We use Method:CRM for payments, leads, and CRM management. It addresses our business problems of crossover between sales reps as well as not having our calendar handy. The way it syncs to Google Calendar is very convenient. I also enjoy being able to access the payments portion and how well it syncs with our QuickBooks.
January 14, 2021
Great, user friendly, all in one product.
We use Method as the CRM for our sales team. It ties to our accountings QuickBooks. It helps us keep track of our customers, communication, and email campaigns.
January 04, 2021
Awesome software for accounting professionals
Method:CRM is used to store prospects, currents, and vendors all in one. Also, we use the software to create proposals, estimates, and invoices. The software helps our team to track information and more. Everyone uses the software for different things. The receptionist uses it to add leads or update information. The accountants uses the software to provide notes and proposals.
December 29, 2020
Method:CRM is stellar
When I first started with Wilco, the management tasked me with finding and selecting a CRM tool for our company to grow with. I did a search for about the first three weeks, and after a lot of conversations, had it narrowed down to three platforms: Zoho, Hubspot, and Method. I selected Method:CRM after a great demo and conversation with their team. I loved the customization and the seamless integration with QuickBooks. The big giant, Salesforce was looming out there and was nowhere near competitive with pricing and features and benefits. The trial was also a great time period to use and explore the platform. A 30-day trial was the perfect timeframe. The others were all either seven or 14 days--not enough time to really get to know how a program will work with your organization. We have been using Method:CRM for about three months now, and it has helped make our estimates, and proposals more professional. We are going to migtate to the digital signature tool in FY21. All of their sales support staff are immensely qualified and very helpful.
December 23, 2020
My go-to method for productivity
We are using Method:CRM across our organization. It provides us with the flexibility to create our own tools and systems that are user-friendly and able to constantly evolve with our business.
December 04, 2020
Method:CRM works for us!
Method[:CRM] is used within our company to keep track of customers and their history. It helps us all easily access customer information. We have also created a large data base by implementing a web to lead form on our website to collect customer information. I am able to assign tasks to others and I can check back to see if they have completed them. We are a fairly small company with a rather large customer base. We only have five employees using it currently. However, given that we have so many customers, Method[:CRM] is a great way to keep track of them so that we can all remain up to date on what is going on.
December 02, 2020
Look no further
Method:CRM is built to serve our needs intuitively and gives us great options to customize the platform to fit our very specific needs. Smart design, always improving and works right, very user friendly. We shopped around before Method and are very happy with our choice. Highly recommend.
April 27, 2018
Method : CRM Review
With Method: CRM my colleagues and I are better equipped to manage customer relationships. It bridged the gap between the marketing and sales department. So when there is an update of a new offer the sales team receives a notification on their cell to promptly get the message out to existing customers and new prospective customers. Our efficiency has improved over 90% we've wasted hundreds of dollars trying out different tools. Method: CRM has a great business model so we were able to try them out for free be for we signed up.
April 17, 2017
Method:CRM -- What you really need to know
It is a platform where you can build very simple or complex specific solutions for any issue or anywhere you are losing out because of lack of efficiency anywhere in your process. It can be used by any department or as a whole. You can decide by choosing what you want to create.
August 11, 2016
Failed to work
Score 1 out of 10
Vetted Review
Verified User
We attempted to use Method so that we could integrate our quoting, invoicing and payments into our accounting system. To work properly we needed some customization. After a couple of months trying to get sufficient Method consultants' time, spending twice their original estimate, paying license fees for a product where we did not receive a single customer payment, we were still left without a workable system. We moved to Zoho and were receiving payments from customers in two days.
We are still open to using Method as it purportedly solved a number of problems but they were simply unresponsive, slow, inaccurate and we never reached a workable product.
We are still open to using Method as it purportedly solved a number of problems but they were simply unresponsive, slow, inaccurate and we never reached a workable product.
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.
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.