Support Rating
10
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Support Rating
10
January 13, 2021
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10
January 04, 2021
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10
December 23, 2020
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10
Support Rating
8
December 16, 2014
Support Rating
9
Method:CRM Scorecard Summary
Feature Scorecard Summary
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.
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.
Categories: Customer Relationship Management (CRM)
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
QuickBooks Desktop Enterprise, QuickBooks Desktop Premier, QuickBooks Desktop Pro, QuickBooks Online, Zapier, Mailchimp, PayPal Payments, Gmail, Google Calendar, Outlook
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
| Edition | Pricing Details | Terms |
|---|---|---|
| Contact Management | $25 | per user per month |
| CRM Pro | $44 | per user per month |
Method:CRM Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| Live Chat | ||
| 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 are Method:CRM's top competitors?
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.