Method:CRM Reviews

17 Ratings
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Score 9.9 out of 100

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December 29, 2020
John Lucas | TrustRadius Reviewer
Score 10 out of 10
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I believe that Method:CRM is far superior to Salesforce and the others mentioned above for the following reasons:
  1. It is scalable and affordable.
  2. It doesn't take an engineering degree to learn how to use it.
  3. The price book entry procedure is so simple!
  4. You don't go bankrupt getting the system online. Method:CRM is so simple!!!
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January 13, 2021
Anonymous | TrustRadius Reviewer
Score 8 out of 10
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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.
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January 04, 2021
Anonymous | TrustRadius Reviewer
Score 10 out of 10
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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 features accessible to the user and there is an option if you want it included for all staff.
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December 02, 2020
Anonymous | TrustRadius Reviewer
Score 9 out of 10
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It's highly customizable and user friendly.
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December 16, 2014
Denice Castillo | TrustRadius Reviewer
Score 5 out of 10
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Alternatives Considered

  • 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.
Read Denice Castillo's full review
April 17, 2017
Anonymous | TrustRadius Reviewer
Score 5 out of 10
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  • legrand and Aero
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 the ease of use. I did not have to spend a plethora of time teaching staff about the program. With Method, it took a very long time to get an employee up to speed within it and there was no way I could teach them how to develop solutions for clients within it.
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March 28, 2014
Anonymous | TrustRadius Reviewer
Score 8 out of 10
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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.
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Feature Scorecard Summary

Customer data management / contact management (9)
9.1
Workflow management (7)
6.2
Territory management (1)
1.8
Opportunity management (7)
9.1
Integration with email client (e.g., Outlook or Gmail) (8)
5.1
Contract management (4)
9.4
Quote & order management (7)
7.7
Interaction tracking (7)
7.4
Channel / partner relationship management (5)
7.4
Case management (1)
10
Call center management (2)
9.9
Help desk management (1)
10
Lead management (7)
9.3
Email marketing (6)
6.4
Task management (6)
8.6
Billing and invoicing management (5)
9.4
Reporting (5)
5.2
Forecasting (4)
5.1
Pipeline visualization (5)
6.2
Customizable reports (6)
4.2
Custom fields (8)
7.7
Custom objects (8)
9.3
Scripting environment (6)
5.2
API for custom integration (7)
4.9
Single sign-on capability (7)
9.3
Role-based user permissions (7)
9.3
Marketing automation (2)
10.0
Compensation management (2)
10.0
Mobile access (7)
8.7

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. Streamline sales process by managing estimates, invoices, and opportunities in one place with Method:CRM.

Method:CRM Features

Sales Force Automation Features

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Platform Features

Has featureMobile access
Additional Features
Has featureCustomer portals

Method:CRM Screenshots

Method:CRM Video

Designed specifically for businesses using QuickBooks for their accounting, Method:CRM enables you to build relationships on every side of the business, streamline processes, close more deals, and generally spend less time on admin and more time growing the business. Method’s two-way, real-time QuickBooks sync consolidates customer history and accounting data, giving everyone on the team a 360-degree view of every customer. Method’s sync provides more than just a view of your QuickBooks data — your team is able to edit and add QuickBooks data including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and more all from within Method.

Method:CRM Integrations

Method:CRM Competitors

Method:CRM Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Contact Management$25per user per month
CRM Pro$44per user per month

Method:CRM Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Method:CRM Technical Details

Deployment Types:On-premise, SaaS
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

What is Method:CRM?

Method:crm is a QuickBooks-integrated, web-based CRM platform.

What is Method:CRM's best feature?

Reviewers rate Contract management and Billing and invoicing management highest, with a score of 9.4.

Who uses Method:CRM?

The most common users of Method:CRM are Small Businesses from the Accounting industry.