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Method:CRM Claim

The best QuickBooks CRM on the market

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Method:CRM Overview

Method:CRM is a gold-level customer relationship management (CRM) software tailored for every business. With its intuitive design, the tool helps streamline tasks, boost productivity, and improve client relationships. The software offers customizable features, allowing businesses to adapt it to their specific needs. Method:CRM's key features include contact management, lead tracking, and opportunity management. It integrates seamlessly with popular platforms like QuickBooks, enhancing financial processes and ensuring accurate data synchronization. The software also provides mobile access, enabling users to stay connected and manage tasks on the go. With its focus on simplicity and customization, Method:CRM serves as a practical solution for businesses seeking effective CRM tools to organize contacts, streamline processes, and drive growth.

Contact Details

  • Vendor Name Method Integration
  • Founded 2010
  • Location Canada
  • Employees 101-500

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Language Supported

English

Industries

Accounting, Construction, Financial Services, Information Technology & Services, Manufacturing, Other Industries, Wholesale

Method:CRM Features

  • Project Management
  • Data Import/Export
  • Scheduling
  • Quotes/Estimates
  • Activity Tracking
  • Document Management
  • Job Costing
  • Buyer Management
  • Warranty Tracking
  • Calendar Management
  • Collaboration Tools
  • Client Tracking
  • Contract/License Management
  • Task Management
  • Change Order Management
  • Communication Management
  • Contact Management
  • Project Tracking
  • Subcontractor Management
  • Sales Pipeline Management
  • Email Marketing
  • Bid Management
  • Lead Management
  • Procurement Management
  • Search/Filter
  • Pipeline Management
  • Social Media Integration
  • Data Import/Export
  • Prospecting Tools
  • Task Management
  • Customer Database
  • Campaign Management
  • Lead Nurturing
  • Segmentation
  • Email Management
  • CRM
  • Sales Forecasting
  • Contact Management
  • Calendar Management
  • Document Storage
  • Drag & Drop
  • Collaboration Tools
  • Lead Management
  • Sales Pipeline Management
  • Lead Distribution
  • Email Marketing
  • Opportunity Management
  • Data Synchronization
  • Interaction Tracking
  • Lead Capture
  • Customizable Templates
  • Sales Trend Analysis
  • Calendar Management
  • Lead Capture
  • Workflow Management
  • Interaction Tracking
  • Opportunity Management
  • Performance Metrics
  • Email Management
  • Pipeline Management
  • Calendar Sync
  • Email Marketing
  • Task Management
  • Forecasting
  • Campaign Management
  • Contact Management
  • Document Storage
  • Social Media Integration
  • Collaboration Tools
  • Sales Reports
  • Web-based Deployment
  • Lead Management
  • Internal Chat Integration
  • Lead Generation
  • Lead Qualification
  • Marketing Automation
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Territory Management
  • Deal Management
  • Lead Nurturing
  • Role-Based Permissions
  • Lead Nurturing
  • Sales Reports
  • Social Media Integration
  • Monitoring
  • Pipeline Management
  • Template Management
  • Lead Qualification
  • Calendar Management
  • Sales Forecasting
  • Lead Distribution
  • Prospecting Tools
  • Task Management
  • Document Storage
  • Lead Segmentation
  • Reminders
  • Email Tracking
  • Interaction Tracking
  • CRM
  • Web Forms
  • Email Marketing
  • Lead Capture
  • Campaign Management
  • Contact Management
  • Workflow Management
  • Sales Trend Analysis
  • Source Tracking
  • Lead Generation
  • Opportunity Management
  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management

Method:CRM Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 14 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment
Pricing Page  

Plans & Packages

Contact Management

$25 Per Month

Method:CRM FAQ's

  • No, Method:CRM does not offer a free version.

  • Yes, Method:CRM offers a free trial.

  • No, Credit Card details are not required for the Method:CRM trial.

  • Method:CRM offers the following pricing plans & packages:

    Starting Plan:

    $25 Per Month

  • Method:CRM supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, Method:CRM offers an API.

  • Method:CRM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Method:CRM offers training with the following options:
    • Webinar , Documentation

  • Method:CRM supports the following languages:
    • English

  • Following are the typical users of the Method:CRM:
    • Small-Business

  • Method:CRM supports the following deployment:
    • Cloud Hosted

  • Method:CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android