Method CRM Review 2021

Method CRM

Customer relations and financial management are very crucial for any business to grow and survive. And these areas should be effectively managed by business owners in a world that thrives on technology. There are several CRM software out there that are designed to address these areas.

A Customer Relationship Manager (CRM) is a kind of software that helps to manage all customers’ information for businesses. Financial management software helps track and manage finances for businesses, and one of the most common brands is QuickBooks.

CRM software like Method CRM perfectly syncs with a company’s QuickBooks data and offers a shared information source across your organization. With Method CRM, you get a fully customizable, flexible solution. You can manage leads, automate workflows and serve your customers better with a self-serve portal. Also, you can as well manage your business’s finances.

This article will be reviewing Method CRM, analyzing its features, pricing plans, and its pros and cons. We’ll be giving you an insight into why it is one of the best CRM software and how it might benefit your business.

Method CRM

In September 2010, Method CRM launched its first version. It was the first CRM to sync with QuickBooks as the founders thought of creating something that could work for small businesses as only well-established companies could afford custom software at the time.

Method CRM is a unique CRM that integrates fully with QuickBooks for real-time, two-way synchronization. With this, your sales team can enjoy a more efficient sales process, and your finance department can look forward to accurate financial updates swiftly.

Aside from that, Method CRM allows sales professionals to view and manage sales opportunities and leads. Then, they can produce estimates and sales orders.

Another unique feature of Method CRM is that it has a built-in payment processing facility. The payment method makes it convenient, not just for your business but for your customers. Customers no longer have to worry about missing payments since they can do it online.

Method CRM further streamlines your workflow by integrating with third-party solutions. The list includes Zapier, Outlook, and MailChimp. If you want to interface with software other than these, you can leverage the platform’s API and customize it with no limitations.

This CRM software supports QuickBooks Online in the USA, Canada, Australia, UK, and Global. QuickBooks Online France is not supported. Also, supported countries for QuickBooks Desktop include Canada, the USA, Australia and the UK. It is cloud-based.

Below are the features of Method CRM

Features Method CRM

  • Keep real-time activity history.
  • Unlimited contacts per record
  • Customer service tickets
  • Automatic “lead status only.”
  • Divide opportunities
  • Share calendars
  • Share documents with assigned roles
  • Real-time sync for invoices, time track entries, and customer data
  • Access CRM via a web browser anywhere
  • QuickBooks lists syncing
  • QuickBooks transaction syncing
  • View all QuickBooks transactions in one place
  • Invoice customization
  • Drag-and-drop tools
  • Custom fields, tables, screens, buttons, reports, charts and graphs
  • Customer payment portal to view and pay invoices
  • Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
  • Accepts PayPal

Method CRM also has some uniques features for some selected fields. Some of them include:

Customer Relationship Management

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Lead Generation
  • Lead Scoring
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Task Management

Contact Management

  • Contact Database
  • Interaction Tracking
  • Contact Import/Export
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter feature
  • Segmentation
  • Shared Contacts

Financial CRM

  • Expense Tracking
  • Lead Management
  • Relationship Tracking
  • Team Assignments

Lead Management

  • Interaction Tracking
  • Lead Capture
  • Pipeline Management
  • Source Tracking

Small Business CRM

  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Quotes/Proposals
  • Segmentation
  • Task Management
  • Source Tracking

Online CRM

  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Performance Metrics
  • Self Service Portal

Pricing of Method CRM

Method CRM operates on a monthly or yearly subscription. With the annual subscription, you save 10%. It also offers a 30-day free trial with unlimited users and add-on features. There is no free version of Method; there are only two pricing plans.

Method CRM pricing starts at $25.00 per month/user and is billed annually. This only gives you access to contact and lead management tools. Then, the CRM Pro plan costs $44 per user per month, billed annually by powerful QuickBooks CRM to simplify your sales process and get paid faster.

You get access to all of the features, but you will have to pay more for professional customization. For non-profit organizations, there is a specially designed and priced CRM called Method Donor.


  • Gives you the ability to keep a record of each activity and opportunity.
  • Allows you to customize and doesn’t limit your control.
  • Gives you the ability to create leads and categorize clients according to their importance.
  • It covers almost all aspects of CRM and most from accounting.
  • Being able to see all of the accounts in real-time makes management a lot easier.
  • Ease of use; Online access; Mobile access; Email storage
  • Simple to use for the sales team, track activity and set reminders on follow-ups. It gives you the ability to forecast monthly revenue.
  • It saves a lot of time with its integration with QuickBooks Online.
  • There is no limit to the number of paid users.
  • It is affordable


  • Expensive for customization
  • Online access is sometimes unavailable.
  • Some features are not intuitive.

Alternatives For Method CRM

If Method CRM and its numerous features don’t impress you or are not right for your business requirements, here are some CRM software that also syncs with QuickBooks

  • Zendesk sell
  • Mothernode CRM
  • Insightly
  • Pipeline drive
  • Zoho CRM
  • Salesforce

Method CRM is a software designed to help small businesses manage their contact information, generate and track leads, and sync with QuickBooks to make financial management even more effortless for small businesses.

It has an affordable pricing plan and a lot of features that small businesses can benefit from. Although it has its drawbacks, Method CRM is one of the best CRM software out there.

We hope you found this review insightful. We write thoughtful reviews all the time. You can find more of them on our blog!