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Method:CRM Review

Product Snapshot

Product Pricing
  • Contact Management – $25 per user per month billed annually, $28 per user per month billed monthly
  • CRM Pro – $44 per user per month billed annually, $49 per user per month billed monthly
  • Purchase Transactions, Email Campaign, and Case Management Add-Ons – $10 per user per month billed monthly, $12 per user per month billed annually

Product is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Vendor works with small businesses.

Select Customers

HME, GTM Landscaping, Dean Markley, Textbook Painting, REMIS Power Systems Inc


About Method:CRM

Method:CRM Method:CRM is a CRM solution specialized for QuickBooks. Track phone calls and emails, send estimates and invoices and manage tasks so that users and their teams can get organized. The platform can also extend the user’s website with a customer portal for clients to view outstanding balances and pay invoices.

Additionally, the software’s deep contact management tools to better understand clients, follow leads and close more sales deals. The platform enables users to stay on top of what each customer needs so nothing is missed.

About the Company

Method Integration was founded in 2010 and is headquartered in Toronto, Canada.


Method:CRM Key Features

  • Only CRM with full integration with QuickBooks
  • Real-time data sync
  • Social CRM features
  • Customizable workflows
  • Unlimited contacts
  • Completely customizable
  • Customer portal
  • Extend with add-ons
  • Works with Gmail, Outlook MailChimp, SmartVault and more


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