Method CRM

What Is Method CRM?

Method CRM is a cloud-based platform for growing companies that use QuickBooks or Xero and need a customizable CRM to replace rigid workflows and disconnected spreadsheets. The system covers lead management, job management, and customer portals. It can also adapt to business-specific requirements to help organizations capture new leads and manage sales pipelines. Additionally, it connects financial workflows with accounting systems such as QuickBooks, covering quote creation through invoice management and payment collection.

What Is Method CRM Best For?

Method CRM’s standout capability is its two-way real-time synchronization with QuickBooks, which automatically syncs customer data, invoices, and payments to minimize the need for manual data entry. The patented integration allows sales representatives and accounting professionals to operate from a shared data source. Having real-time access to customer purchases, preferences, and interactions, users can provide more informed customer service.

How Much Does Method CRM Cost?

Method CRM price range starts at $35/user/month for the CRM Quick Start plan. It follows a tiered subscription model based on functionality depth and team requirements. Other plans include:  

• CRM Pro: $59/user/month
• CRM Enterprise: $97/user/month
• CRM Multi-entity: Custom pricing

The vendor also offers a 10-day free trial. Beyond the base Method CRM pricing, businesses may also incur the following additional costs:  

• Pay-Per-Use Enhancements: Starts from $175/hour for quick fixes or smaller customization projects that do not require an ongoing plan
• Dedicated Enhancement Plan: Costs $325/month for ongoing customization and workflow enhancement, including access to a dedicated Method Expert and priority enhancement support
• Multi-Entity Maintenance: Starts from $325/month, plus $40/month for each additional entity, for businesses managing multiple QuickBooks databases
• Payment Processing: Method Pay transaction fees apply when businesses use the payment-processing service, including 2.99% + $0.30 for domestic keyed-in card transactions and 1.0% + $0.30 for ACH payments

Users generally describe Method CRM’s pricing as affordable for small businesses. Some users note that it offers competitive pricing compared to alternatives with similar offerings. However, costs can increase for businesses requiring advanced customization, especially when paid developer assistance is needed.

Disclaimer: The pricing is subject to change.

Method CRM Integrations

Method CRM supports integration with the following tools:

• Gmail
• Outlook
• Mailchimp software
• Google Calendar
• PayPal software
• QuickBooks

How Does Method CRM Work?

Here is how you can get started with the software:

• Sign in to the Method CRM dashboard and configure account settings, from display and user settings to communications
• Connect your QuickBooks account with Method CRM to initiate the real-time data synchronization process
• Customize fields, layouts, and job stages by describing changes to Method AI to align the software with your business needs
• Launch email campaigns through the platform's email marketing tools and use custom templates to engage the target audience
• Capture leads through Web-to-Lead forms, and then Method CRM can organize and track where leads come from
• Allow your customers to view invoices and pay online by integrating one of the integrated payment gateways with Method CRM’s portal
• Build real-time dashboards to track work orders, job performance, and customer activity from one place
• Create custom reports to analyze customer engagement and monitor sales pipeline progress

Who Is Method CRM For?

Method CRM is suitable for numerous industries and sectors, including:

• Manufacturing and wholesale
• Accounting
• Warehousing and distribution
• Field services
• Construction
• IT and consulting services

Method CRM Use Cases

Based on our analysis of user feedback and the Method CRM’s capabilities, we have identified key scenarios where the software is a strong fit:

1. Service Teams Managing Scattered Customer Support Tickets

Service teams often struggle with scattered notes and endless email threads when trying to track customer inquiries across different channels. Method CRM works well here by providing a Cases App that allows staff to create a case and link all relevant details to gain a consolidated view of each issue. Customers can also report issues through integrated customer portals and track their case status, while the support team can get real-time access to relevant case material to support timely resolutions.  

2. Small B2B Companies Reducing Double Entry Between CRM And QuickBooks

Independent business owners managing growing customer accounts frequently struggle with duplicate data entry when CRM and accounting systems operate independently. Method CRM provides real-time, two-way synchronization with QuickBooks that links customer interactions with financial data. For sales and finance teams, the automated data sync can reduce administrative work and minimize manual entry errors.

3. Field Service Companies Managing Disjointed Job Scheduling

Construction companies often face missed updates and inefficient job scheduling when they rely on disconnected tools, spreadsheets, and separate dispatch calendars to manage field teams. Method Field Services is suited to organizations that need to keep dispatchers and technicians connected in one place. The platform’s command center helps dispatchers assign jobs and keep track of upcoming appointments, while technicians can view the service details through the mobile app. For field service businesses, this supports coordinated job scheduling.

4. Consulting Firms Tracking Lead Generation Sources

Consulting practices often manage prospective leads originating from referrals, website forms, outbound emails, or past client relationships. Method CRM helps capture those incoming inquiries and organize them in one place while providing visibility into where each lead sits in the sales funnel. Consulting firms can then track the performance of their sources and compare lead generation results between web forms, email, and referrals so that they can optimize spending.

Is Method CRM Right For You?

If your business is outgrowing standard CRM workflows and needs more flexibility to reflect its operational processes, Method CRM may be suitable. The GDPR-compliant platform uses 256-bit SSL encryption for data transferred between its hosted server and QuickBooks. The CRM’s Method Pay module uses PCI Level 1 certified payment infrastructure to collect, transmit, tokenize, and store sensitive payment information. In 2025, the company welcomed 64 new implementation partners, including developers and solution experts supporting custom workflow implementation and scaling.

Still not sure about Method CRM? Reach out to us at (661) 384-7070 to assess if it is worth investing.