About Company

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

Pricing of Method CRM

Contact Management

USD 28

/User/Month

USD 25

/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)

CRM Pro

USD 49

/User/Month

USD 44

/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

CRM Enterprise

USD 85

/User/Month

USD 74

/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

Key Features of Method CRM

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

Specification

Other Categories:

CRM Software, CRM Software For Small Business, Sales Tracking Software

Deployment:

Cloud Hosted

Customer Support:

Business Hours,Online (Ticket)

Customization:

No

Languages Support:

English

Who uses Method CRM

Personal
Personal
SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Method CRM
  • Headquarter: Ontario, California United States
  • Website: Visit Website
  • Social Media:

Description

Method CRM Video

Method CRM Complete CRM Software Comparisons

Vs
Method CRM Vs CampPro Plus

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Method CRM Vs CampPro Plus and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Method CRM Vs CampPro Plus based on 30+ factors so that you can make the best decision to automate your Business.

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Method CRM Vs MagneticOne Mobile Business Card Reader

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Method CRM Vs MagneticOne Mobile Business Card Reader and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Method CRM Vs MagneticOne Mobile Business Card Reader based on 30+ factors so that you can make the best decision to automate your Business.

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Method CRM Vs Ryse CRM

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Method CRM Vs Ryse CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Method CRM Vs Ryse CRM based on 30+ factors so that you can make the best decision to automate your Business.

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Vs
Method CRM Vs Bearbook CRM

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Method CRM Vs Bearbook CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Method CRM Vs Bearbook CRM based on 30+ factors so that you can make the best decision to automate your Business.

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Method CRM Screenshots

User Reviews Review Write a Review

quote
"Method CRM Review"

What do you like best?

Creating automation in the system is helpful for small businesses to run efficiently. Creating invoices seamlessly and work orders from the Estimate helps our business.

What do you dislike?

The sync with Quickbooks needs to happen at a specific computer for our organization. If the system could sync to Quickbooks somehow web-based or offline, that would be helpful.

Recommendations to others considering the product:

Make sure you are entering clean data and ensure you take the time to customize the system to your needs.

What problems are you solving with the product? What benefits have you realized?

It is a web-based system, so it can be accessed anywhere and shows real-time data. We can even use the mobile app to keep the business running and increase our ability to respond to customer needs.

JW
- Jennifer W
Reviewed at 17/02/2022
Source: g2crowd.com
quote
"Method is AMAZING!"

What do you like best?

Hands down the best system I have ever used for customer tracking and lead progression. It tells you everything you need to know with a simple click and my whole team can use it!

What do you dislike?

So far I am liking every aspect and intergration. The only wish would be for it to auto connect to phone calls somehow so that you can see notes when someone calls in... but we all have dreams. Maybe one day they will intigrate something like this.

What problems are you solving with the product? What benefits have you realized?

We are certiainly optimizing our lead organization, we are all able to see the history of each customer contact, and there is better review and followthrough aspects.

JR
- Joanna R
Reviewed at 13/02/2022
Source: g2crowd.com
quote
"A++ Customization Experience"

What do you like best?

The customer support is outstanding. It's so easy to use and navigate!

What do you dislike?

I haven't found anything to dislike yet.

Recommendations to others considering the product:

Make sure to use the trial and free support that is offered!

What problems are you solving with the product? What benefits have you realized?

I am keeping track of new sales leads and opportunities.

KS
- Kimberly S
Reviewed at 03/02/2022
Source: g2crowd.com
quote
"MethodCRM is a small-business solution - limited only by the business owner's imagination"

What do you like best?

I'm constantly impressed by how much can be customized to fit my needs and help me work smarter, not harder. Also, the integrations with payment solutions, Quickbooks and Outlook or GMAIL is great for lead and sales tracking.

What do you dislike?

Like many online solutions, it can sometimes seem sluggish, have service outages and make me miss my locally installed applications. But that's a problem with working in the cloud generally.

What problems are you solving with the product? What benefits have you realized?

It takes time and forethought to maximize its potential, but I can see the value in my bottom line. I'm handling twice the volume of sales with almost the same number of staff because it's giving my customers a self-service option. Integration with QuickBooks and Outlook was my original problem-to-be-solved but it's helped in so many other ways.

UI
- User in Computer Software
Reviewed at 03/02/2022
Source: g2crowd.com
quote
"Executive Director"

What do you like best?

Amazing customer service with Shane! Always accessible and knowledgeable.

What do you dislike?

Would like to have video tutorials available when needed

What problems are you solving with the product? What benefits have you realized?

Contact management, manage the process of tasks involved in business cycle

UI
- User in Primary/Secondary Education
Reviewed at 02/02/2022
Source: g2crowd.com

Read More Reviews

FAQ's

Method CRM has 3 plans,

  • Contact Management USD 28 /User/Month
  • CRM Pro USD 49 /User/Month
  • CRM Enterprise USD 85 /User/Month

Method CRM is the CRM Software Used for the below functionalities

Top 5 Method CRM features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

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

Method CRM is not allowing Free Trial.