Method CRM

Method CRM

Last Updated May 19, 2025

Overview

Method CRM offers smooth integrations and customizable workflows to enhance business sales and customer management. While its full customization might require some time and effort, its advanced automation features and user-friendly interface make it a suitable choice for managing customer relationships and boosting business growth.

Overall Rating

Based on 16 users reviews

4.8

Rating Distribution

Positive

94%

Neutral

6%

Negative

0%

startingPriceDollar iconstartingPriceS icon
Starting Price
Custom

Method CRM Specifications

Contact Management

Lead Management

Opportunity Management

Customer Communication Tracking

View All Specifications

What Is Method CRM?

Method CRM software is a cloud-based solution that unifies customer data, automates sales processes, and facilitates efficient communication, offering lead management, invoicing, and customer portals. The platform smoothly integrates with accounting software, ensuring extensive data synchronization and reducing manual effort and errors. It also provides a customizable platform, allowing businesses to personalize the system according to their unique workflows and business needs.

Method CRM Pricing

The Method CRM cost changes according to its three packages:

  • Contact Management: $25/month
  • CRM Pro: $44/month
  • CRM Enterprise: $74/month
Interested parties can explore Method CRM pricing to proceed with the best plan for enhanced business growth.

Disclaimer: The pricing is subject to change.

Method CRM Integrations

Method CRM integrates with:

Users can watch a free Method CRM demo to learn all about its integrations.

Who Is Method CRM For?

Method CRM is suitable for numerous industries including:

  • Manufacturing & Wholesale
  • Warehousing & Distribution
  • Field Services
  • Construction Contractors
  • IT & Consulting Services

Is Method CRM Right For You?

Method CRM software is suitable for small businesses aiming to enhance their operational efficiency, brand sales, and customer engagement. The system smoothly integrates with QuickBooks, eliminating data silos, while its customizable features allow businesses to adapt it to specific business needs. It also automates recurring tasks, empowering users to focus on growth and delivering exceptional service.

Still not sure about Method CRM software? Contact our customer helpline at (661) 384-7070 for further guidance.

Method CRM Features

Method CRM enables businesses to collect new leads, send them emails and estimates, and convert them into customers. This feature optimizes the lead generation process, ensuring timely follow-ups and increased conversion rates.

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The software offers a comprehensive customer management solution, providing extensive details about each customer. It provides access to past interactions, upcoming meetings, purchase history, and more on a single platform, enabling efficient follow-ups with customers.

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The platform enhances case management, enabling businesses to track and manage customer service tasks efficiently. It facilitates the creation of cases to document ongoing problems, ensuring that everyone on the team stays informed to provide the best customer service.

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The system creates invoices instantly, which can be emailed directly to customers for faster payments. This feature ensures that billing processes are efficient and integrated with QuickBooks, maintaining accurate financial records.

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Pros And Cons of Method CRM

Pros

  • It allows users make customizations according to their needs

  • The platform provides an API to optimize workflows

  • Enhances lead management and invoicing

  • The system facilitates a mobile app

Cons

  • Some integrations require additional fees and set up

  • The software requires some time to fully customize and setup

Method CRM Reviews

Total 16 reviews

4.8

All reviews are from verified customers

Rating Distribution

5

Stars

88%

4

Stars

6%

3

Stars

6%

2

Stars

0%

1

Stars

0%

Share your experience

R

Ryan

Medical Devices, 1-10 employees

Less than 6 months

5.0
April 2025

“This is a game changer for our team

Pros

It pulls all the necessary info from QuickBooks and gives our customers an easy way to submit, approve and pay for repairs, its really helpful in so many ways.

Cons

Most of the issues were on our end, our system had a few problems syncing with Method. However Method was quick to help troubleshoot and resolve the issue.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

C

Chad

Computer & Network Security, 51-100 employees

Less than a year

5.0
April 2025

“How Method works for Account Managers

Pros

My overall experience is positive. I use it as one of the primary tools in my workday and have not encountered any major issues that I'd consider flaws in the software. The overall speed of daily tasks and account management tools are great.

Cons

UI feels a bit outdated. While this might be for speed and ease of use, some graphic updates would definitely be nice.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

B

Brooke

Textiles, 11-50 employees

Less than 6 months

5.0
April 2025

“We love Method! Wish we found it sooner

Pros

We absolutely love it! It works exactly as advertised and even more. We use it for production task scheduling and tracking, customer communications and information, which allows our employees to access order history, time tracking and more. Its customizable features let it function and look the way that suits our needs best.

Cons

If you are using QuickBooks Desktop payments, Method's payment gateway doesn't support it on their platform. We are currently sending invoices from QuickBooks Desktop to allow customers to pay via the link if they choose. After the invoice is paid, we send the Paid Invoice via Method so the customer can access their portal. We could use one of their accepted payment methods like Stripe but these don't sync with QuickBooks Desktop for merchant fees and to avoid extra data entry, we have been hesitant to make the switch.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

10

Functionality

9

View All 16 Reviews

Frequently Asked Questions

Method CRM supports English language only.

Yes, Method CRM does provide an API.

Method CRM pricing fluctuates corresponding to its three pricing plans: Contact Management Plan at $25/month, a CRM Pro Plan at $44/month, and a CRM Enterprise Plan at $74/month. Potential users and organizations can examine Method CRM pricing to opt for the most suitable package to boost their business.

Yes, Method CRM software does offer a mobile app.

Method CRM software integrates with Gmail, Outlook, Mailchimp, Google Calendar, PayPal, Zapier, and QuickBooks.

The typical users of Method CRM include Manufacturing & Wholesale, Warehousing & Distribution, Field Services, Construction Contractors, and IT & Consulting Services.

Method CRM offers support through blogs, guides, customer stories, release notes, partnership programs, and developers support.

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