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
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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
(1-2 of 2)Companies can't remove reviews or game the system. Here's why
May 01, 2024
Surprisingly Powerful Tool!
We use Method:CRM to take notes, record opportunities, create tasks, follow our campaigns, track emails, and create estimates and invoices that are linked to QuickBooks.
- Method:CRM is a great tool we use to track our opportunities.
- Method:CRM allows our salespeople and CSRs to assign tasks and enter notes.
- Method:CRM allows users to create custom fields and drop down menus for information.
- Method:CRM could improve its ability to create reports and searches based on custom fields.
- Method:CRM could improve its email templates to make them more user friendly.
- Method:CRM could improve custom reporting.
- Method:CRM could make it easier to complete a mass change on a single field without having to export and import the information.
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
- We were able to recognize a ROI within the first 6 months to a year of using this program.
- Method:CRM records interactions from emails too with the add-on. This saves time creating new contacts.
- Method:CRM allows us to more accurately track our lead sources.
Method communicates with QuickBooks better than Salesforce did. Method also provides better tools for notes and opportunities than Business Central or ACT!
8
The sales manager, CSRs, and sales people all use Method CRM.
3
You do not need to have a lot of training or skills to support Method CRM. There are halpful instructions and a very helpful customer service department to answer questions about anything you need.
- Lead Management
- Opportunity Management
- Estimates
- Invoices
- We are able to create cases for instances when there is an issue with either shipping or material.
- We have been able to send out emails to customers directly from Method CRM and record that information as an activity.
- We would like to use Method for more campaign management.
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.
- Develop complex workarounds - if you can do it, the program can help.
- Will work for industries that software is not developed for, meat packing, etc.
- Tough questions can be answered with the help of Method's customizable platform.
- Very hard to understand what has to happen in order to get a screen or even a button working.
- You have to have a background in coding or web development for this to make any sense to you.
- They say that you can be green to the industry and be able to use the program to even 1/2 its ability, but that is not the case. Went to partner program training where I learned how involved making a solution actually function could become.
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
- There was no ROI we spent so long trying to learn the program we figured there is no profit.
- Went to partner program and the material they were covering was just monstrous & very intimidating.
- If you have no background in this type of thing you have no business.
- Took me better part of an hour to get a functioning back button placed on a screen.
- 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.
5
All business functions. We are a small team here.
1
You have to know how to code and have a background in web development to ensure there is even a possibility of an ROI.
- Customer relationship management
- Workflow management/Project management
- Very difficult and unique