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Overview

What is Method:CRM?

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

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Recent Reviews

TrustRadius Insights

Method CRM is a versatile software solution that caters to various business needs. Users rely on it for lead tracking, scheduling …
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Method:CRM is very customizable!

10 out of 10
May 19, 2021
We use Method:CRM for contact/lead management, work order management, opportunity management, and assigning task[s] to other individuals …
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Popular Features

View all 29 features
  • Customer data management / contact management (20)
    9.9
    99%
  • Integration with email client (e.g., Outlook or Gmail) (18)
    8.8
    88%
  • Opportunity management (18)
    8.6
    86%
  • Workflow management (18)
    8.3
    83%
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Pricing

View all 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
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.2
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

10
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.4
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.8
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.7
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

9.7
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9.2
Avg 8.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

10
Avg 7.1

Platform

9.1
Avg 7.5
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Product Details

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.

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

Screenshot of Simplifies sales process and provides organization with a shared customer list.Screenshot of Strengthens customer relationships to provide better service.Screenshot of Stops sales from slipping through the cracks.Screenshot of Streamlines business processes to make teams happier and more productive.Screenshot of Automates sales processes.Screenshot of Method can be customized to fit a business.

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 Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported CountriesUSA, Canada, United Kingdom, Australia, South Africa
Supported LanguagesEnglish

Frequently Asked Questions

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

Method:CRM starts at $25.

Insightly, Zoho CRM, and Nutshell CRM are common alternatives for Method:CRM.

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).
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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!

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)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Method:CRM has probably saved me about 6-10 hours per week over the past few years.
  • It has likely saved our company several hundred hours in the last 10 years.
  • It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.
April 27, 2018

Method : CRM Review

Denise D. BA  Website Developer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • We have already seen a return on investment. Our sales team is always updated on new trends and deals to offer our clients.
  • Method: CRM syncs with Quickbooks online so we can quickly create invoices and customizable reports.
  • Creates invoices automatically saving us so much time which we are using to scale the business with new marketing concepts .
Score 5 out of 10
Vetted Review
ResellerIncentivized
  • 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.
August 11, 2016

Failed to work

Score 1 out of 10
Vetted Review
Verified User
  • This would likely have brought significant cost savings to our business - we just couldn't get sufficient time nor could we get accurate cost estimates from them.
Score 8 out of 10
Vetted Review
Reseller
  • One of the best features of any CRM is the ability to generate new sales from existing relationships by automating follow-up activities and campaigns. Method does this very well.
  • Method can be customized to automatically allocate amounts according to complex formulas, savings tremendous amounts of time in the back office and eliminating tons of paperwork. Some clients have been able to forgo hiring additional employees when Method is implemented.
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