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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
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.
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 TrialCRM 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
- Integrations
- Support
- Administration & extras
CRM Enterprise
$97/user/mo
- QuickBooks integration (Via our patented sync engine)
- Lead management
- Financial management
- 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
About Method CRM
By Toolradar Team·
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.
How we evaluate tools →Source: method.me
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Method CRM FAQ
How does Method CRM integrate with QuickBooks?
Method CRM provides a real-time, two-way synchronization with both QuickBooks Online and QuickBooks Desktop. Any updates made in Method, such as item prices or invoice payments, are automatically reflected in QuickBooks, and vice-versa, ensuring consistent data across both systems.
Can Method CRM be customized for my specific business needs?
Yes, Method CRM is fully customizable. Businesses can select base features, adapt them to existing workflows, and even receive a free customization consultation to tailor the platform to their exact processes, reducing the learning curve and delivering immediate value.
What is the purpose of the customer portal feature?
The customer portal allows customers to access self-service options such as viewing and printing invoices, making online payments, approving documents, and submitting support requests. This optimizes payment processes, automates administrative tasks, and enhances the overall customer experience.
Does Method CRM include email marketing capabilities?
Yes, Method CRM includes an Email Campaigns app for creating personalized marketing emails and managing segmented contact lists. It also offers a free integration with Mailchimp, allowing users to leverage Mailchimp's advanced reporting tools while syncing contact lists from Method.
What types of businesses benefit most from Method CRM?
Method CRM is trusted by businesses across various industries, including Manufacturing & Wholesale, Field Services, Warehousing & Distribution, IT & Consulting Services, and Construction Contractors, particularly those running on QuickBooks or Xero.
Source: method.me