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 PricingOverview
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
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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 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
(1-21 of 21)Companies can't remove reviews or game the system. Here's why
May 01, 2024
Surprisingly Powerful Tool!
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
December 23, 2021
Method:CRM Closing Deals - Mastering a Software 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
November 18, 2021
Method:CRM the Software of the digital Age
Score 9 out of 10
Vetted Review
Verified User
100%
10.0
N/A
N/A
100%
10.0
100%
10.0
100%
10.0
100%
10.0
100%
10.0
N/A
N/A
N/A
N/A
100%
10.0
November 17, 2021
Best SMB bang for the buck!
68.75%
6.9
N/A
N/A
45%
4.5
60%
6.0
83.33333333333334%
8.3
75%
7.5
45%
4.5
N/A
N/A
N/A
N/A
N/A
N/A
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
73.75%
7.4
N/A
N/A
90%
9.0
96.66666666666666%
9.7
66.66666666666667%
6.7
100%
10.0
100%
10.0
N/A
N/A
N/A
N/A
100%
10.0
November 05, 2021
Method CRM - The new wave in the CRM Industry!
100%
10.0
N/A
N/A
100%
10.0
100%
10.0
100%
10.0
100%
10.0
100%
10.0
N/A
N/A
N/A
N/A
100%
10.0
November 02, 2021
Method: CRM - The little powerhouse!
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
October 08, 2021
Easy to use and enhanced productivity!
62.5%
6.3
N/A
N/A
50%
5.0
100%
10.0
66.66666666666667%
6.7
50%
5.0
100%
10.0
N/A
N/A
N/A
N/A
N/A
N/A
July 19, 2021
Method:CRM is a powerful integration tool which helps manage all my client interactions!
100%
10.0
N/A
N/A
100%
10.0
100%
10.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
67.5%
6.8
N/A
N/A
90%
9.0
36.666666666666664%
3.7
60%
6.0
72.5%
7.3
100%
10.0
N/A
N/A
N/A
N/A
N/A
N/A
May 19, 2021
Method:CRM is very customizable!
Score 10 out of 10
Vetted Review
Verified User
100%
10.0
N/A
N/A
N/A
N/A
100%
10.0
100%
10.0
100%
10.0
100%
10.0
N/A
N/A
N/A
N/A
100%
10.0
May 11, 2021
Recommended--syncs well with QuickBooks
Score 8 out of 10
Vetted Review
Verified User
52.5%
5.3
N/A
N/A
45%
4.5
63.33333333333333%
6.3
70%
7.0
70%
7.0
70%
7.0
N/A
N/A
N/A
N/A
60%
6.0
January 14, 2021
Great, user friendly, all in one product.
95%
9.5
N/A
N/A
100%
10.0
50%
5.0
26.666666666666664%
2.7
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
90%
9.0
January 04, 2021
Awesome software for accounting professionals
58.75%
5.9
N/A
N/A
75%
7.5
83.33333333333334%
8.3
36.666666666666664%
3.7
40%
4.0
100%
10.0
N/A
N/A
N/A
N/A
100%
10.0
December 29, 2020
Method:CRM is stellar
85%
8.5
N/A
N/A
90%
9.0
66.66666666666667%
6.7
40%
4.0
55%
5.5
100%
10.0
N/A
N/A
N/A
N/A
N/A
N/A
December 23, 2020
My go-to method for productivity
60%
6.0
N/A
N/A
50%
5.0
N/A
N/A
30%
3.0
50%
5.0
100%
10.0
N/A
N/A
N/A
N/A
90%
9.0
December 04, 2020
Method:CRM works for us!
41.25%
4.1
N/A
N/A
55%
5.5
20%
2.0
N/A
N/A
80%
8.0
100%
10.0
N/A
N/A
N/A
N/A
100%
10.0
December 02, 2020
Look no further
90%
9.0
N/A
N/A
100%
10.0
90%
9.0
90%
9.0
100%
10.0
100%
10.0
N/A
N/A
N/A
N/A
100%
10.0
April 27, 2018
Method : CRM Review
88.88888888888889%
8.9
100%
10.0
100%
10.0
100%
10.0
100%
10.0
100%
10.0
100%
10.0
N/A
N/A
100%
10.0
100%
10.0
April 17, 2017
Method:CRM -- What you really need to know
58%
5.8
60%
6.0
60%
6.0
65%
6.5
N/A
N/A
100%
10.0
100%
10.0
N/A
N/A
100%
10.0
40%
4.0
August 11, 2016
Failed to work
Score 1 out of 10
Vetted Review
Verified User
10%
1.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
10%
1.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A