TrustRadius Insights
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
(1-3 of 3)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!
- Customer Service
- CRM
- Consulting
- The visual appeal of the system isn't amazing.
- Ease of use in terms of customizing the system.
83.75%
8.4
N/A
N/A
75%
7.5
86.66666666666666%
8.7
53.33333333333333%
5.3
22.5%
2.3
50%
5.0
N/A
N/A
N/A
N/A
90%
9.0
- Increase in leads.
- Increase in sales.
- Increase in revenue.
- Salesforce Essentials (formerly salesforceiq)
Method:CRM is somewhat easier to work with than Salesforce Essentials.
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.
- Keeps track of all interactions between any staff member and a lead
- is customizable to many different needs
- Customer Service is extremely responsive and easy to contact internally through Method
- I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
- The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)
60%
6.0
N/A
N/A
45%
4.5
33.333333333333336%
3.3
60%
6.0
N/A
N/A
100%
10.0
N/A
N/A
N/A
N/A
N/A
N/A
- We can keep track of potential sales as a team
- Its a learning curve and take a bit of time to fine tune to our needs
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 integrate with our accounting software more than anything else.
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.