Method:CRM Reviews

17 Ratings
<a href='' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.9 out of 100

Do you work for this company? Learn how we help vendors

Overall Rating

Reviewer's Company Size

Last Updated

By Topic




Job Type


Filtered By:

Reviews (1-7 of 7)

Companies can't remove reviews or game the system. Here's why.
December 04, 2020
Lauren Hamby | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Support Rating

I have never had an issue with customer support. They are always timely and take care of any issues quickly.
Read Lauren Hamby's full review
December 29, 2020
John Lucas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Support Rating

The technical support staff are friendly and easy to speak with.
Read John Lucas's full review
January 04, 2021
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Support Rating

Great customer service and easy to contact whenever a problem arises with the software or billing issues. Method assigns the user with a dedicated account manager that follows up and answer any questions.
Read this authenticated review
December 23, 2020
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Support Rating

The chat function within Method:CRM is awesome—the response time of their reps is outstanding, and their always very cheerful and helpful. I also love the ability to immediately rate the conversation so they know how great they are!
Read this authenticated review
December 16, 2014
Denice Castillo | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source

Support Rating

They are very quick to respond and figure out solutions. They are prompt, polite and well versed in the product. They really put a lot of thought in to how the system can be manipulated to better serve me.
Read Denice Castillo's full review

Feature Scorecard Summary

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

What is Method:CRM?

Method:CRM is a CRM for QuickBooks Desktop and QuickBooks Online users.

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.

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
Live Chat
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.