Skip to content
Toolradar
Method CRM logo

Method CRM

Claim this tool

The #1 CRM and automation tool for QuickBooks and Xero users.

From $35/mo, free trial
Paid CRM Workflow Automation Sales Accounting
Visit Website
Reviews on G2 Capterra
485 reviews tracked

The Bottom Line

Price
From $35/mo, free trial. Compare plans

Key facts

  • Provides a fully customizable CRM with two-way sync to QuickBooks and Xero.
  • Automates sales processes from lead management to invoicing and payment processing.
  • Offers customer portals and integrated email marketing for enhanced customer engagement.

Pros

  • Seamless two-way synchronization with QuickBooks and Xero ensures data consistency.
  • Highly customizable to fit unique business processes and workflows.
  • Consolidates multiple business functions (CRM, sales, service, accounting) into one platform.
  • Offers a free 14-day trial without requiring a credit card or contract.
  • Includes customer portals to improve payment processing and customer self-service.

Cons

  • Primarily focused on QuickBooks and Xero users, limiting appeal for other accounting software users.
  • Extensive customization might require initial setup time or consultation.
  • Specific pricing details are not immediately transparent on the main pages.

What is Method CRM?

Method CRM is a comprehensive customer relationship management and workflow automation platform specifically designed for businesses using QuickBooks or Xero. It eliminates the need to jump between accounting software and other tools by providing a centralized system for managing leads, customers, sales processes, and payments, all while maintaining a real-time, two-way sync with your accounting data. This platform is ideal for small to medium-sized businesses across various industries, including manufacturing, wholesale, field services, construction, and IT consulting, that rely on QuickBooks or Xero for their financial operations. Method CRM helps these businesses streamline their sales processes, automate manual tasks, improve customer interactions, and gain better control over their operations, ultimately leading to increased efficiency and revenue growth. Its highly customizable nature allows businesses to tailor the software to their unique workflows and needs.

Available on: Web, iOS, Android

how we evaluate Source method.me ↗

Ratings Across the Web

4.3 (485 reviews)

Method CRM holds an aggregate rating of 4.3 out of 5 from 485 reviews across G2 and Capterra, last checked September 17, 2026.

G2 343 reviews
4.4/5
Capterra 142 reviews
4.2/5

Ratings aggregated from independent review platforms. Learn more

Key Features

  • Two-way sync with QuickBooks Online and Desktop
  • Web to Lead forms
  • Contact management
  • Email marketing campaigns (with Mailchimp integration)
  • Opportunities and lead management
  • Estimates and proposals
  • Customer portal for self-service (payments, invoices, document approval)
  • E-signatures

Pricing Plans

Free Trial

Pricing checked Oct 2, 2026

Method CRM plans and prices, checked October 2026
PlanPriceDetails
CRM Quick Start

$35 / user/mo

  • QuickBooks integration (Via our patented sync engine)
  • Lead management
  • Financial management
+1 more
  • Sales pipeline
CRM Pro

$59 / user/mo

  • QuickBooks integration (Via our patented sync engine)
  • Lead management
  • Financial management
+8 more
  • Sales pipeline
  • Online portals
  • Communication & productivity
  • Reports
  • Customization
  • Integrations
  • Support
  • Administration & extras
CRM Enterprise

$97 / user/mo

  • QuickBooks integration (Via our patented sync engine)
  • Lead management
  • Financial management
+9 more
  • Sales pipeline
  • Online portals
  • Communication & productivity
  • Reports
  • Customization
  • Integrations
  • Support
  • Administration & extras
  • Professional customization services
CRM Multi-entity

Contact us

  • Connect multiple QuickBooks accounts under one unified dashboard
Calculate your cost View full pricing

Is Method CRM worth the price?

Good value

Method CRM's pricing is fair, especially for QuickBooks and Xero users.

The CRM Quick Start at $35/user/mo offers essential features, while CRM Pro at $59/user/mo provides a comprehensive suite. It's best for small to medium-sized businesses deeply integrated with QuickBooks or Xero seeking robust CRM functionalities.

Full Method CRM pricing: every plan, hidden costs and alternatives

How Method CRM's pricing compares

At $35/user/mo, Method CRM is the most premium of its 3 comparable direct competitors.

Creatio
$15
Attio
$29
Odoo
$31.10
Method CRM
$35

Entry paid plan, monthly, per user. Pricing checked Oct 2, 2026.

Reviews

Improve Your Thinking Patterns Using ChatGPT cover
$99 Free with your review

Review Method CRM, get a free AI guide

Share your experience and we will send you Improve Your Thinking Patterns Using ChatGPT, free.

Write a review
4.3/5

Across 485 verified user reviews on G2, Capterra

Add your hands-on experience using the offer above to help the next buyer.

Best Method CRM Alternatives

Top alternatives based on features, pricing, and user needs.

Creatio logo
Creatio Paid

AI CRM built for people and AI agents to work together

4.6
Copper logo
Copper Paid

CRM for Google Workspace that lives in Gmail and Calendar

4.5
Odoo logo
Odoo Freemium

All-in-one open-source business management software with a vast app ecosystem.

4.2
Attio logo
Attio Freemium

A flexible CRM that adapts to your business

4.3
HawkSoft logo
HawkSoft Paid

Empower your insurance agency with an intuitive and efficient management system.

4.7
See all CRM tools →

Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

Method CRM vs Creatio Head-to-head: features, pricing, who wins Method CRM vs Copper Head-to-head: features, pricing, who wins Method CRM vs Odoo Head-to-head: features, pricing, who wins

Explore More

Method CRM FAQ

How does Method CRM enhance sales processes for businesses?

Method CRM helps businesses streamline their sales processes by providing a centralized system for managing leads and customer interactions. It integrates with QuickBooks and Xero, ensuring that sales activities are aligned with financial data. This consolidation helps improve efficiency and provides better control over operations.

Which teams benefit most from using Method CRM?

Method CRM is ideal for small to medium-sized businesses across various industries, including manufacturing, wholesale, field services, construction, and IT consulting. It particularly benefits teams that rely on QuickBooks or Xero for their financial operations and need to manage customer relationships and automate workflows.

How does Method CRM compare to Odoo regarding accounting software integration?

Method CRM is specifically designed for seamless two-way synchronization with QuickBooks and Xero, ensuring data consistency with these accounting platforms. While Odoo offers broad business management tools, Method CRM's primary focus and strength lie in its deep integration with QuickBooks and Xero users.

What kind of limitations should prospective users consider with Method CRM?

Method CRM is primarily focused on users of QuickBooks and Xero, which may limit its appeal for businesses using other accounting software. Additionally, while highly customizable, extensive customization might require initial setup time or consultation to tailor it to unique business processes.

Does Method CRM include a free tier?

Method CRM does not offer a permanently free tier. However, it provides a free 14-day trial that does not require a credit card or contract, allowing businesses to evaluate its features before committing.

Can Method CRM help with customer payment processing and self-service?

Yes, Method CRM includes customer portals designed to improve payment processing and enhance customer self-service. These portals allow customers to manage aspects of their accounts, which can streamline interactions and reduce administrative tasks for businesses.

How does Method CRM ensure data consistency across different business functions?

Method CRM ensures data consistency through its seamless two-way synchronization with QuickBooks and Xero. This integration consolidates multiple business functions, including CRM, sales, service, and accounting, into one platform, preventing data discrepancies and eliminating the need to jump between different tools.

Source: method.me

Guides & Articles

Best Nonprofit CRM Software in 2026

Expert guide

Best CRM for Startups 2026

Expert guide

Best CRM for Sales Teams 2026

Expert guide