Reviews onG2Capterra
456 reviews trackedThe Bottom Line
Entry price
Paid plans only
Biggest pro
Seamless two-way synchronization with QuickBooks and Xero ensures data consistency.
Biggest con
Primarily focused on QuickBooks and Xero users, limiting appeal for other accounting software users.
TL;DR - Method CRM
- 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.
Pricing: Paid only
Best for: Enterprises & pros
4.4/5 across review platforms
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
Pros & Cons
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.
Ratings Across the Web
4.4(456 reviews)
Ratings aggregated from independent review platforms. Learn more
Key Features
Two-way sync with QuickBooks Online and DesktopWeb to Lead formsContact managementEmail marketing campaigns (with Mailchimp integration)Opportunities and lead managementEstimates and proposalsCustomer portal for self-service (payments, invoices, document approval)E-signatures
Pricing Plans
Free TrialPricing checked Jul 12, 2026
CRM Quick Start
$35 / user/mo
- QuickBooks integration (Via our patented sync engine)
- Lead management
- Financial management
- Sales pipeline
CRM Pro
$59 / user/mo
- QuickBooks integration (Via our patented sync engine)
- Lead management
- Financial management
- Sales pipeline
- Online portals
- Communication & productivity
- Reports
- Customization
CRM Enterprise
$97 / user/mo
- QuickBooks integration (Via our patented sync engine)
- Lead management
- Financial management
- Sales pipeline
- Online portals
- Communication & productivity
- Reports
- Customization
CRM Multi-entity
Contact us
- Connect multiple QuickBooks accounts under one unified dashboard
How Method CRM's pricing compares
At $35/mo, Method CRM is the most premium of its 3 direct competitors.
Entry paid plan, monthly. Pricing checked Jul 12, 2026.
Reviews
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4.4/5
Across 456 verified user reviews on G2, Capterra
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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