Method CRM Pricing, Features & Reviews

About

Method CRM is a QuickBooks Customer Relationship Management software that is customisable. It helps admins save time by having simplified contact management, activity tracking, and accurate estimating. The software makes sure that all management systems are properly synchronised, while its two-way integration with QuickBooks gives businesses the edge they need. Method CRM has customisable built-in solutions to manage leads and invoicing. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier lets users focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, the real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases

Key Features

✓ List Management
✓ Customer Support
✓ Marketing Automation
✓ Project Management
✓ Lead Scoring
✓ Call Logging
✓ Contact Management
✓ Quotes (Proposals)
✓ Referral Tracking
✓ Product Catalog

Screenshots

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Pricing

Contact Management

USD28/User/Month

QuickBooks integration
Lead management
Contact management
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services (Additional Cost)
QuickBooks integration
Lead management
Contact management
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services (Additional Cost)

Contact Sales

CRM Pro

USD49/User/Month

QuickBooks integration
Lead management
Financial management
Contact management
Sales pipeline
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services (Additional Cost)
QuickBooks integration
Lead management
Financial management
Contact management
Sales pipeline
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services

Start Free Trial

CRM Enterprise

USD85/User/Month

QuickBooks integration
Lead management
Financial management
Contact management
Sales pipeline
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services (Additional Cost)
QuickBooks integration
Lead management
Financial management
Contact management
Sales pipeline
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services

Contact Sales

User Reviews + Write a Review

TB

Ted Brock

★★☆☆☆

One time billing / PREPAYMENT

PROS & CONS What are the best aspects of this product? Works with Quickbooks... that is the only reason we purchased it. What aspects are problematic or could work better? Did not end up working with our particular needs. The biggest probl...

TB

Ted Brock

★★☆☆☆

One time billing / PREPAYMENT

PROS & CONS What are the best aspects of this product? Works with Quickbooks... that is the only reason we purchased it. What aspects are problematic or could work better? Did not end up working with our particular needs. The biggest problem...

JM

John McDonald

★★★☆☆

Product potential but support is POOR

PROS & CONS What are the best aspects of this product? The product was easy to install and establish a link with QuickBooks Enterprise. I like that fact that it is web based for ease of access no matter where you are. It have a very clean look...

AR

Anonymous Reviewer

★★★☆☆

Quickbooks integration

PROS & CONS What are the best aspects of this product? Quick and easy integration with Quickbooks. All info syncs pretty seamlessly What aspects are problematic or could work better? There are some settings that are not easily added are us...

AK

Aaron Kerr

★★★★☆

Perfect companion to Quickbooks

PROS & CONS What are the best aspects of this product? Easy and functional integration with QuickBooks, along with a simple and efficient display of information. What aspects are problematic or could work better? Being unable to easily lin...

Read All 184 Reviews

Frequently Asked Questions

How much does Method CRM cost? ▼

Method CRM offers 3 pricing plan(s):

Contact Management — USD28.00 /User/Month
CRM Pro — USD49.00 /User/Month
CRM Enterprise — USD85.00 /User/Month

What is Method CRM used for? ▼

Method CRM is a CRM Software solution. Top features include:

List Management
Customer Support
Marketing Automation
Project Management
Lead Scoring

Does Method CRM offer a free trial? ▼

Yes, Method CRM offers a 0-day free trial.

What support does Method CRM provide? ▼

Method CRM provides Business Hours,Online (Ticket) support.

Is Method CRM cloud-based or on-premise? ▼

Method CRM is Cloud Hosted software.

What training resources does Method CRM offer? ▼

Method CRM provides Help Guides,Blogs,Video Guides for training.