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Method:CRM
Customizable CRM with deep two-way QuickBooks integration for lead tracking, estimates, and customer management.
From $25/moFree TrialSmall Team (2-10)Founded 2010
About Method:CRM
Method:CRM is a customizable CRM platform that integrates deeply with QuickBooks Online and Desktop, providing a two-way sync that keeps financial and customer data aligned. It offers lead tracking, estimate creation, work order management, and customer portals with extensive customization options. Method:CRM is ideal for service businesses that want a CRM built around their QuickBooks data.
Pricing
- Pricing Model
- Per User/Month
- Starting Price
- $25/mo
- Free Trial
- Yes
- Free Plan
- No
- Best For
- Small Team (2-10)
- Headquarters
- Toronto, ON, Canada
Pros
- Best-in-class two-way QuickBooks integration
- Highly customizable workflows and fields
- Good customer portal for self-service
- Solid lead and opportunity tracking
Cons
- Not a field service management tool, focused on CRM
- Customization requires time and potentially outside help
- No scheduling or dispatching features
Features
API Access
Automated Reminders
Custom Reports
Customer Database
Customer Portal
Estimates
Lead Management
QuickBooks Integration
Work Order Management