Method CRM Review

Method CRM OUR SCORE 69%
starting price $25
our score 69%
free trial
  1. What is Method CRM
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Method CRM?

Method CRM is one of the best choices among the CRM apps for QuickBooks. It can assist small business owners in growing through a solid workflow and foundation while staying updated regarding customers’ demands. Method CRM aims to provide enterprise-level CRM available to small business by integrating its system with a well-known entry-level SME accounting software called QuickBooks. With this combination, you won’t have to input your data twice. Additionally, the Method CRM has a well-equipped contact management tool that traces customer communication and has fully customizable functions with tools that can be dragged and dropped across the window as well as personalized colors and logos. This CRM operates in synergy with Outlook, Gmail, SmartVault, MailChimp, and other known apps. Method CRM also allows you to include an account system and registration section, where customers can check out their orders to complete their purchases. Users can also check the API to integrate systems or apps. Method CRM also gives a mobile version of the site to access the systems in your smartphone.

Product Quality Score

Features
7.0
Ease of use
7.0
Customer support
6.9
Value for money
6.8
6.9
TOTAL SCORE

Method CRM features

Main features of Method CRM are:

Contact Management

  • Unlimited contacts per record
  • Keep real-time activity history
  • Automatic “lead status only”
  • Customer service tickets
  • Share calendars
  • Share opportunities
  • Share documents with assigned roles

QuickBooks Sync

  • Real-time sync 
  • Method Integration Engine
  • QuickBooks lists syncing
  • Access CRM in web browser 
  • QuickBooks transaction syncing
  • View all QuickBooks transactions

Fully customizable

  • Drag-and-drop tools
  • Invoice customization
  • Custom screens
  • Custom fields and tables
  • Custom buttons and actions
  • Custom reports, charts and graphs

Web payment

  • Accepts Paypal  
  • Payments gateways and portal

Integrations (divider)

Add-Ons

  • AERO Workflow Management
  • Method Field Services
  • Method Expense Reports
  • Method Scheduling
  • Invoicing 
  • Method Professional Services 
  • SaaSphalt and You Rang
  • NEXT, Practice Management Tool 

Method CRM Benefits

Benefits

The main benefits of Method CRM are its customizations, sync with Quickbooks, and great integrations. Here are more details:

Get organized

Trace customer interactions to check employee performance. Allocate next steps, follow-ups, and send out work calendars to staffs to improve the daily business grind towards better efficiency for the continuous satisfaction of customers.

Sync with Quickbooks

Input data when integrated with the QuickBooks. The app has a patented Method Sync Engine approved by the developers of QuickBooks, Intuit, to assure smooth and precise QuickBooks data integration.

Customize CRM

Through the drag-and-drop tool, customizing your workspace to match your workflows is possible even without coding knowledge.

Works with Gmail and popular apps

Method CRM allows you to check and create data straight from Outlook or Gmail and synchronize with planned events. Users can also export their contacts to MailChimp to start email campaigns or integrate with SmartVault to save or manage documents.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

Method CRM Integrations

The following Method CRM integrations are currently offered by the vendor:

  • Method API for third-party app integration
  • SmartVault
  • MailChimp
  • Outlook
  • Gmail

Video

Customer Support

Phone
Online

Pricing Plans

Method CRM pricing is available in the following plans:

Free trial
CONTACT MANAGER PLAN
$25/user/mo (Annual)
CRM PRO PLAN
$44/user/mo (Annual)
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