Method:CRM is a customizable customer relationship management (CRM) software that helps QuickBooks users manage sales workflows and process their customer’s payments. Its features include lead and pipeline management, mobile access, task automation, and email integration. Here, we cover Method:CRM reviews and pricing. Ready to get started? Get a free trial.
The Method:CRM pricing guide shows two plans: Contact Management ($28 per user, per month) and CRM Pro ($49 per user, per month). The main difference between the plans is the availability of advanced features such as QuickBooks sales transactions, custom opportunity stages, and sales receipts.
Looking for a free, easy-to-use CRM? Try Freshsales.
*Lump sum billing.
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Summary of Positive Method:CRM Reviews
Users who gave positive Method:CRM reviews mentioned that it is customizable and easy to use. Others like that it synchronizes with QuickBooks, while some commented that its customer support team is responsive.
One user who left a positive review of Method:CRM on Capterra likes that it helps his team customize and create multiple reports based on their requirements. He added that it has an excellent support team that is always ready to help him resolve any minor issues.
Summary of Negative Method:CRM Reviews
Users who gave negative Method:CRM reviews commented that it sometimes slows down. Most others dislike that they have to pay for its in-house developer to help them customize reports.
One user who left a positive review of Method:CRM on Capterra complained that he has to pay an extra fee to have its support team build a specific report that he needs. He also wished that it could allow him to run particular campaigns instead of relying on tags.
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Check out the list below of some of Method:CRM’s features:
- Lead and pipeline management
- Contact management
- Mass email
- Highly customizable
- Task automation and management
- Customer access portal
- And more
What industries does Method:CRM cater to?
Method:CRM currently caters to the following industries: manufacturing, construction, accounting, field service, nonprofit, consulting, agency, education, and more.
What features are available during the free trial?
All the features in Method:CRM’s Pro plan are available during the free trial.
Here is a list of some of Method:CRM’s popular integrations: