Method:CRM Review: Pricing, Features, Pros & Cons

Small businesses or companies that use QuickBooks on a daily basis may be struggling to balance their accounting data and customer information. They need a perfect CRM tool that can seamlessly manage both databases without compromising security. In our research, we found Method:CRM provides the best two-way integration with QuickBooks. It is the quickly-growing CRM in the industry specially designed for smaller businesses. It offers fascinating features like lead management, email marketing, automation, custom reports, customer management, customization, integrations, and more. Still, Is Method:CRM right for your business? Can it fulfill all your business requirements? You may have questions like these in mind. Don’t worry. We have done extensive research on the Method:CRM from every possible angle and gathered crucial information that may cover all your questions. In this complete review, you will find our unbiased verdicts on ease of use review, pricing review, customer support review, and more. Without taking more of your precious time, let us begin!

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What is Method:CRM?

Method is the no.1 QuickBooks CRM available in the market, best suitable for smaller businesses and non-profit organizations. It offers powerful and real-time two-way synchronization with QuickBooks. Users can easily and quickly sync customers, payments, invoices, leads, and more between QuickBooks and Method.

Besides the perfect sync with QuickBooks, Method:CRM is perfectly capable of doing other crucial tasks that any typical CRM can do, like lead management, contact management, sales pipeline management, workflow automation, and customization. These functionalities help you maximize your sales team's productivity and boost sales.

What’s more, Method provides multiple resources to learn more about Method’s features so users can start using the Method:CRM in no time. Users can have easy access to an online video library, webinars, and documentation. Moreover, Method provides a 14-day free trial to get familiar with its features.

Who Uses Method:CRM?

Method:CRM offers the best QuickBooks integration with powerful CRM automation capabilities for small to medium-sized businesses. It has the typical customer base of small businesses and non-profit organizations.

What Languages Does Method:CRM Support?

Unfortunately, Method:CRM supports only English. Users that do not know languages other than English might not find Method:CRM useful.

Does Method:CRM Support Mobile Devices?

Method:CRM has a mobile application that users can download and run on Android and iOS mobile devices. Using this mobile app, users can access comprehensive customer data on the go for greater efficiency and better customer service.

Does Method:CRM Support API?

Method:CRM offers a powerful CRM API to provide a strong connection between CRM and other business applications. Using this open REST API, Method offers a powerful yet simple way to create, update, and delete data from the Method database.

Does Method:CRM Support Integration?

We have thoroughly researched the Method:CRM and found that it supports powerful integrations with many popular business apps, like Gmail, Calendar, Outlook, MailChimp, PayPal, QuickBooks Desktop for Mac, QuickBooks Desktop Enterprise, QuickBooks Online, Xero, and more.

Method:CRM also supports Zapier integration to sync Method with more than 3,000 apps. For instance, Zapier integration allows users to connect with eCommerce platforms such as Magento, Shopify, WooCommerce, and BigCommerce.

Is Method:CRM Good For Your Business?

According to our extensive research on Method:CRM, we found that the solution is uniquely designed and developed for smaller businesses and non-profit organizations that use QuickBooks. If you are running a finance business single-handedly and using QuickBooks, where you need to manage customers, invoices, bills, leads, pipelines, and even payments, Method is just for you.

In our research, we found that Method is the only CRM that offers the perfect combo of workflow automation and QuickBooks accounting tool. Its lead management features enable users to track every opportunity, create estimates, and convert leads in just one click. The two-way synchronization of Method and QuickBooks sync comprehensive customer data to give a 360-degree view of customers to build strong customer relations that are crucial for small businesses.

No doubt, QuickBooks are perfectly capable of handling invoices, but the touch of personalization and branding makes more impact. This is where Method comes into play. Method and QuickBooks integration gives full access to creating, approving, and paying for invoices. Users can customize invoices, add company logos, and use company-specific fonts & colors to boost branding.

Users can also send bulk emails to specific customer segments, like sending reminders to due payments in a single click. This can surely save lots of time for your sales reps to do other business tasks.

However, since no CRM is completely perfect, we found some setbacks in Method:CRM as well. First of all, Method is specially designed for small businesses, and yet, it does not provide a fully free version for a lifetime. New startups with no budget spared to invest in CRM cannot leverage the Method:CRM’s features for free. Suppose users want to run powerful email marketing campaigns. Method might not be the best solution for them. It only offers a basic level of email marketing features.

Furthermore, Method does not support multi-language. Hence, if you have sufficient knowledge of the English language, only then Method:CRM can become your all-in-one CRM solution.

Is Method:CRM Easy to Use?

Our experts found the Method:CRM is easy to use. It has a user-friendly interface and intuitive features that make the CRM easy to navigate. It also has an online library of videos and documentation for users who want additional guidance. Method also has a mobile application that makes it easy to access the Method database from anywhere. Sales reps on the field can easily access customer data from their mobile devices using the Method’s mobile app.

What Are The Prices of Method:CRM?

In our complete research of Method:CRM, we discovered that it has 3 subscription plans to offer: Contact management, Pro, and Enterprise. The prices range from $25 to $85. We also found that users can choose a billing cycle of monthly or annually, whichever they prefer.

Method:CRM does not offer a free version for a lifetime. Users must choose from any of the three plans to leverage its features. However, Method offers a 14-day free trial for any paid plans. Users have to subscribe to any plan as soon as the free trial runs out.

We have reviewed all three plans thoroughly and gathered their crucial pricing details. They are as follows:

Billing Cycle Contact Management Pro Enterprise
Annually $25 user/month $44 user/month $74 user/month
Monthly $28 user/month $49 user/month $85 user/month

Contact Management

It is the most budget-friendly subscription plan. It starts at $25 per user per month if billed annually. However, if users choose to pay monthly, they must pay $28 per user.

The Contact Management plan includes simple lead and customer management features. Let’s have a look at some of the features:

    • Users will get a real-time two-way sync with QuickBooks Online and QuickBooks Desktop.
    • Users can easily set activity reminders in this plan.
    • Users will get a perfect Calendar view.
    • Unlimited contact records and custom fields are included in this plan.
    • Users can access communication history to provide a personalized user experience.
    • Email templates are available to speed up email sending.
    • All types of integrations are available in this plan.
    • Data import and export facility is also included in this plan.


The Pro plan is the most popular plan. It starts at $44 per user per month with annual billing. Or users can choose to pay monthly, where they must pay $49 per user.

This plan includes all the features that the Contact Management plan has to offer, along with other eye-catching features. Let's have a look at them too.

    • Users can easily view and create estimates, sales orders, invoices, and sales receipts in this plan.
    • View, create, and process payments are included in this package.
    • Users can easily manage sales opportunities and customize opportunity stages.
    • Users can generate pipeline reports.
    • Users can start accepting payments through contact portals.


The Enterprise plan contains all the features that the previous two plans have to offer. The Enterprise plan starts at $74 per user per month with a yearly billing cycle. Users can also choose to pay monthly. It will cost them $85 / per user.

This plan is suitable for businesses that want to automate every sales management and customer services workflow to scale their business. Below are some features that only the Enterprise plan has to offer:

    • Users can view and create purchase orders and bills in this plan. 
    • Users can manage customer support cases and allow customers to submit support cases through online portals.
    • Users will get the email marketing features in this package to successfully run email campaigns.

Besides all three pricing plans, Method offers unique CRM customization services. Using these professional customization services, businesses can leverage expert consultation to customize the Method:CRM and make it just right for the business. Let’s have a brief look at these services:

Free Pay as you go Dedicated
Prices $0 - get 1 free hour of customization services in a 14-day free trial $145/hour - simple customization projects that take up to 9 hours $120-140/hour - advanced customization projects that take 10 hours and more
Projects could include customizations Customer fields

Web to lead forms

Edit templates for QuickBooks transactions like invoices, and estimates

Basic customization training

Capturing advanced details of customers or sales

Custom reports

Personalized workflows

Importing contacts

Advanced customization training

Advanced estimating or invoicing workflows

Customer portal

Specific apps creation

Commission reporting

DIY customization support

Method:CRM Pricing Review

Method has straightforward pricing packages. The prices differ based on the number of users and billing cycle, monthly or yearly. Let's have a look at the detailed comparison of all the packages for some crucial factors:

Factors Contact Management Pro Enterprise
QuickBooks Integration Supports all QuickBooks integrations Supports all QuickBooks integrations Supports all QuickBooks integrations
View and create estimates, sales orders, invoices, and sales receipts Not available in this plan Available in this plan Available in this plan
View and create purchase orders and bills Not included in this plan Included as chargeable customization services Included in this plan
Customer management, Vendor management, Unlimited custom fields, and Communication history Available in this plan Available in this plan Available in this plan
Customer support cases management Available as chargeable customization services Available as chargeable customization services Available in this plan
Online portals for customers to submit support cases  Available as chargeable customization services Available as chargeable customization services Available in this plan
Sales pipeline management Not available in this plan Available in this plan Available in this plan
Online portals to accept payments Not included in this plan Included in this plan Included in this plan
Email campaigns Included as chargeable customization services Included as chargeable customization services Included in this plan
CRM customization services Available as chargeable customization services Available as chargeable customization services Available as chargeable customization services

According to our research, Method has budget-friendly pricing packages to offer. However, its CRM customization services are a bit tricky and may not be so budget-friendly if you wish to fully customize Method:CRM. Its native integration with QuickBooks is available in all the pricing packages. Yet, some features are only restricted to the Pro and Enterprise package, like sales pipeline management and online portals to accept payments.

Method’s Enterprise plan covers all the features and integrations that any business may need to fulfill its requirements. However, it still does not offer all the cutting-edge features, like a built-in phone system and native social integration support.

What Top Features Does Method:CRM Has to Offer?

Method:CRM includes almost all the essential features that any small business may require to manage sales pipelines and automate workflows. Some of them are as follows:

› QuickBooks Integration: Users will get comprehensive QuickBooks integration support for all the paid plans. QuickBooks integration includes real-time, two-way sync with QuickBooks Online and QuickBooks Desktop.

Contact Management: Method CRM allows users to manage unlimited contact records and custom fields to get comprehensive customer information. Users will get all the communication history that the customers had with their business at the same place.

Lead Management: Method offers essential features to manage leads like email sidebar management, activity reminders, and calendar view. Users can leverage these features in different ways like activity reminders allowing users to set follow-up calls for leads.

Financial Management: Using this feature, users can view and create estimates, sales orders, invoices, purchase orders, bills, and sales receipts. Additionally, users can view, create, and process payments.

Sales Pipeline Management: Method CRM offers essential features to manage sales pipelines, like custom opportunity stages and web-to-lead forms. Users can also generate pipeline reports to measure the sales pipeline’s health.

Online Portals: Users will get access to online portals like contact portals to accept payments. However, contact portals to accept payments are only available in Pro and Enterprise packages.

Email Templates: Users can leverage pre-defined email templates to improve communication and increase productivity. Additionally, users can create email templates to boost branding and send more personalized emails.

Invoicing & Payment Gateways: Users can easily view and create invoices and bills to manage financial activities. Users can also get payment gateways to accept payments through contact portals.

Workflow Automation: Users can easily create an automated workflow using drag-and-drop workflow builders. This customizable automation will save time for your teams that can be channeled to nurture leads.

Time Tracking: Method offers the perfect integration with time tracking tools. Users can track the time on the go by customers, projects, and jobs to kill the need for punchcards and paperwork. Moreover, users can manage, approve, and submit timesheets from anywhere.

Reporting & Analytics: Users can create crucial reports on case studies, opportunities, activities, leads, and customers. They are allowed to view, edit, email, and print the reports. Furthermore, advanced reports and analytics enable users to segment reports and add different types of filters to generate custom reports.

Third-Party Integration: Users will get native integration support for QuickBooks, Gmail, Outlook, Calendar, MailChimp, PayPal, and Zapier. The native integrations allow users to access the integrated app’s data without leaving the CRM platform.

Mobile App: A dedicated Method:CRM mobile application allows users to perform various operations on supported mobile devices. Operations like lead and contact management, opportunity management, online payments, customer service, workflow automation, sales transitions, mass emailing, and report generation.

Does Method:CRM Provide Reliable Customer Support?

According to our analysis, Method:CRM offers reliable and quick customer support. It has a dedicated customer support team ready to answer all the queries. We found that Method offers equal customer support for all the pricing packages. Every user will get access to a powerful knowledge base. Additionally, every user will get a customer success manager from the moment they register with a 14-day free trial.

Users will leverage customer support in the following different ways:

    • Email support
    • Phone support
    • Live chat support
    • Self-service help center
    • Personalized demo
    • Customer success manager

However, there is only one problem with live chat, email, and phone support, users can get in touch with customer support teams only from Monday to Friday, between 9:00 a.m. to 6:00 p.m.

What Industries Are Using Method:CRM?

Method:CRM is the best CRM product suitable for small to medium-sized businesses who uses the QuickBooks accounting software in their daily business affairs. Following are the popular industries for Method:CRM:

    • For Wholesalers & Distributors
    • Manufacturing Industry
    • Non-profit Industry
    • Construction Industry
    • Accounting Industry
    • Field Service Industry

What Are The Pros & Cons of Method:CRM?

Suppose you are a new startup in the accounting industry. Method:CRM has all the fundamental features that you may require to grow your business, like QuickBooks integrations, leads management, contact management, opportunity management, and pipeline management. Let’s have a look at some pros and cons of the Method:


    • Budget-friendly pricing structure
    • Quick and easy setup
    • Professional customization services
    • Offers a 14-day free trial
    • Two-way, real-time synchronization with QuickBooks
    • Excellent financial management features
    • Customer success manager for all packages
    • Mobile application for Android and iOS devices


    • No lifetime free version
    • Sales pipeline management features are not included in the Contact
    • Management package (Basic Package)
    • No contact portals to accept payments in the Contact Management package

What Are The Best Alternatives of Method:CRM?

Undoubtedly, Method CRM is the number one solution that provides QuickBooks integration with powerful automation. Still, if you wish to compare its features and pricing with other popular CRM alternatives, you can find a complete list of most popular CRM below:

Method:CRM Technical Details

As we analyzed the Method CRM from multiple resources over the internet, we have gotten our hands on some important technical details. These technical details might help you in your final decision-making.


Our research says that users can implement the Method CRM in the following different ways:

    • Web-based, SaaS, Cloud
    • Desktop - Windows
    • Desktop - Mac
    • Mobile - Android, iOS


If you want to become a master in using the Method CRM, it offers training in the following modules:

    • Videos
    • Webinars
    • Documentation
    • Live Online

Final Verdict: Is Method:CRM For You?

When we deep-dived into Method:CRM, we found so many crucial details about the solution from multiple sources. We found that the solution offers the best integration support with QuickBooks. Additionally, it contains all the fundamental features that any typical CRM should contain, like leads management, contact management, sales pipeline management, and customization. These features are quite efficient for growing any small-sized business. Moreover, Method offers online portals and financial management, which makes it best suitable for account-related businesses.

What’s more, Method offers professional customization services that make the tool 100% customizable per business requirements. It has a team of expert consultants that can understand the business requirements and help you make the solution just as you need.

However, according to some users, professional customization services are a bit costly. Crucial financial and sales pipeline management features like web-to-lead form, sales opportunities, pipeline reports, and viewing & creating estimates, sales orders, and invoices are only available in the Pro and Enterprise packages. Online contact portals to accept payments are not available in the Contact Management package as well.


What Does Method CRM Do?

Method CRM can do all the things that any typical CRM solution can do, such as leads and contacts management, pipeline management, customization, automation, and integrations. Additionally, it offers state-of-the-art integration support with QuickBooks Online to support small to medium-sized businesses that use QuickBooks regularly.

Does Method CRM Work With QuickBooks Desktop?

Yes, Method CRM can seamlessly work with all QuickBooks Desktop and QuickBooks Online editions.

Does Method CRM Have an App?

Yes, Method:CRM has a dedicated mobile application. The app is compatible to run on Android and iOS mobile devices. Users can leverage this mobile app to close deals faster and maximize productivity.

Can You Use Method CRM Without QuickBooks?

Practically, users can use Method CRM only to manage their relationships with customers. However, Method’s real power lies in its QuickBooks integration. Without the two-way synchronization with QuickBooks, users will not get all the features and functionalities.

Is Method CRM Cloud-based?

Yes, Method is an online cloud-based CRM solution that offers powerful integration with QuickBooks.