Method
by Method
The #1 QuickBooks CRM
Highlights
Media
www.method.me
About This Product
Method CRM is a customer relationship management tool for startups and small businesses that helps organize contacts, leads, and the sales pipeline, offering basic email marketing features and deep integration with accounting tools like Intuit QuickBooks and Xero.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 7.4
Support 5.0
Value 4.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
61 features confirmed across
15categories· Showing confirmed capabilities only
Platform & Customization10features
Approval ManagementOnline approvalsCustom API AccessCRM API for custom integrationsCustom BrandingBrandingScheduling And Dispatch IntegrationData ImportData Import/ExportSingle Sign-OnSingle Sign OnContract Generation and E-SignatureProposals and E-SignaturesMulti-Company ManagementMulti-Entity CRM
Show 2 more
Cross-Platform SupportData ExportMass Update Data
CRM & Sales8features
CRMCustomer ManagementAdvanced Audience SegmentationCustomer SegmentationAutomated Customer Touchpoints And SequencesEmail CampaignsCase ManagementSupport casesLead ManagementLead ManagementMarketing ToolsEmail marketing integrationLead to Cash WorkflowInstant Web Lead Parsing And Follow UpWeb-to-lead forms
Invoicing & Payments7features
InvoicingInvoicingPayment ProcessingPayment ProcessingAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsEstimate and Invoice ManagementFlexible Payment GatewayMobile Payment Terminal IntegrationOnline CheckoutAutomated Payment ApprovalsEstimates with online approvals
Customer Communication6features
Call HistoryCall and Activity Logging on MobileClient PortalCustomer PortalsEmail IntegrationEmail IntegrationNotificationsNotificationsCall RoutingCase ManagementCustomer SupportSupport cases
Scheduling & Dispatch5features
SchedulingScheduling & DispatchingWork OrdersWork Order ManagementDispatchingMobile AppDrag and Drop Scheduling CalendarRoute Optimization Tools
Reporting & Analytics4features
AnalyticsAnalyticsReportingAnalytics and ReportingClass and Sales Rep TrackingReal Time Operational Data Collection and Analysis
Mobile & Field Tools4features
Digital SignaturesE-signaturesTechnician Mobile AppMobile AppField CollaborationField Service CoordinationDigital FormsDrag-and-Drop Builder
Estimating & Quoting3features
Quoting & EstimatesEstimatesMobile EstimatesMobile Estimate CreationEstimates with Online Approvals
Equipment & Asset Management3features
Equipment TrackingActivity TrackingRemote MonitoringRemote AccessDealer Remote AccessRemote Access
Accounting Integration3features
Accounting IntegrationReal-time two-way QuickBooks syncCash Flow ManagementFinancial managementQuickBooks Desktop Data MobilizationQuickBooks Desktop Data Mobilization
AI & Automation3features
Automation RulesWorkflow AutomationAI Employee Mobile Monitoring View360-Degree Customer View on MobileWorkflow Customization
Technician Management2features
Time TrackingTime TrackingCertification ManagementSupport cases
Fleet & GPS Management1feature
GIS RoutingOptimized map routing
Inventory Management1feature
Vendor TrackingVendor management
Training & Education1feature
Mobile-Friendly LearningMobile Access
Integrations 15 across 8 categories
Accounting 3
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks Online
Xero
Xero
Payment Processing 3
Authorize.net
Authorize.NET
Moneris
Moneris
PayPal
PayPal
Communication 2
Gmail
Gmail
Outlook
Outlook
Productivity 2
Google Calendar
Google Calendar
PinMaps.net
eCommerce 2
Shopify
Shopify
WooCommerce
WooCommerce
CRM 1
Salesforce
Salesforce
Marketing 1
Mailchimp
MailChimp
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing