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Method:CRM Review

Product Snapshot

Product Pricing
  • Standard edition costs $25 per month per user
  • Pro edition costs $40 per month per user
  • 30-day free trial available

Method:CRM is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Method:CRM is designed for 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 you and your team can get organized. Method:CRM can also extend your website with a customer portal for clients to view outstanding balances and pay invoices.

Additionally, use Method’s deep contact management tools to better understand your clients, follow leads and close more sales deals. With Method:CRM, you’ll stay on top of what each customer needs so nothing is missed.

About Method Integration

Method Integration specializes in creating technology for small businesses that has previously only been available to enterprise companies. The company was founded in 1999 and released Method:CRM in 2010.

Method:CRM Key Features

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

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