Method CRM

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About Method CRM

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to 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, 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 etc., keeping customers engaged with timely follow-ups.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $25.0.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%
Reviews

83%
Momentum

68%
Popularity

78%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

Business Hours, Online

Method CRM Awards

# 20 Highly Rated Software CRM Software
Q1 2024

# 11 Fastest Growing Software CRM Software
Q1 2023

# 14 Highly Rated CRM Software
Q1 2022

Method CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Referral Tracking

Track and manage your referred customers.

Method CRM Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Contact Management $25.00 $28.00 per user / month

Simple Lead and Customer Management to help Close Deals and Drive Repeat Business.

Features

QuickBooks Integration
Lead Management
Contact Management (Some Features)
Online Portals (Some Features)
Communication & Productivity (Some Features)
Reports
Customization
Integrations
Support
Administration & Extras
Professional Customization Services (Additional Cost)

CRM Pro $44.00 $49.00 per user / month

Powerful QuickBooks CRM to help Simplify Sales Process and Get Paid Faster.

Features

QuickBooks Integration
Lead Management
Financial Management (Some Features)
Contact Management
Sales Pipeline (Some Features)
Online Portals
Communication & Productivity (Some Features)
Reports
Customization
Integrations
Support
Administration & Extras
Professional Customization Services (Additional Cost)

CRM Enterprise $74.00 $85.00 per user / month

For Growing Businesses who want to Automate Every Workflow from Sales Management to Customer Service.

Features

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)

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Disclaimer: The pricing details were last updated on 17/03/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Method CRM Pricing

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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Method CRM Reviews

User Rating

4.2/5 (Based on 42 Ratings)

Rating Distribution

Excellent
45.2%
Very Good
42.9%
Average
4.8%
Poor
2.4%
Terrible
4.8%

User Sentiments

Seamless QuickBooks Integration, Excellent Customer Support, Highly Customizable Platform, Mobile App Functionality

Steep Learning Curve, Occasional Syncing Issues, Limited Email Functionality , Outdated User Interface

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Review Summary

Method CRM stands out for its user-friendly interface, ease of customization, and robust reporting capabilities. Users appreciate its intuitive design, allowing for quick onboarding and seamless navigation. The software's extensive customization options enable businesses to tailor it to their specific needs, while its reporting features provide valuable insights into sales performance and pipeline health. Additionally, Method CRM integrates seamlessly with various third-party applications, enhancing its functionality and overall usability. However, some users have reported occasional glitches and issues with data syncing, suggesting room for improvement in stability and reliability.

Pros

Easytouse interface: Users praise Method CRM's intuitive and userfriendly interface, making it accessible to teams of all technical abilities.
Robust customization options: Method CRM offers extensive customization features, allowing businesses to tailor the platform to their specific needs and workflows.

Cons

Limited reporting capabilities: Some users have expressed concerns about Method CRM's reporting capabilities, citing a lack of customization and limited data export options.
Occasional technical glitches: A few reviewers have reported experiencing occasional technical glitches and bugs within the platform, which can disrupt workflow.

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Method CRM Screenshots

Contact List

Account Details

Estimate

Sales opportunities

Invoice

Method CRM FAQs

What is Method CRM used for?

Method CRM is CRM Software. Method CRM offers the following functionalities:

Advanced Automation
Real-time Data Sync
Omnichannel Customer Engagement
Predictive Analytics
IoT Integration
Customer Segmentation
Opportunity Management
Sales Force Automation
Customization
Territory Management
Reporting (Analytics)
Order Management
Collaboration Tools
Lead Management
Quotes (Proposals)
List Management
Customer Support
Marketing Automation
Project Management
Lead Scoring
Product Catalog
Call Logging
Contact Management
Document Management

Learn more about Method CRM features.

What are the top alternatives for Method CRM?

Here`s a list of the best alternatives for Method CRM:

Does Method CRM provide API?

Yes, Method CRM provides API.

what is CRM ?

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