Method CRM
by Method
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 6.0
Features 6.6
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
51 features confirmed across
12categories· Showing confirmed capabilities only
Platform & Customization12features
Custom API AccessAPI documentationCustom TemplatesEmail templatesCustom BrandingCustomizationCustom FieldsCustomizable FieldsReal-Time Sync of Field Data and Financial DataReal-Time System SynchronizationMulti-Company ManagementMulti-Entity CRMApproval ManagementOnline document approval
Show 4 more
Cross-Platform SupportCustom Scripting SupportMulti-Device SupportScheduling And Dispatch Integration
CRM & Sales7features
CRMCustomer ManagementAutomated Customer Touchpoints And SequencesEmail CampaignsCase ManagementCase ManagementLead ManagementLead ManagementMarketing ToolsEmail Campaign ManagementInstant Web Lead Parsing And Follow UpWeb-to-lead formsRelationship Tracking
Invoicing & Payments6features
InvoicingInvoicingPayment ProcessingPayment ProcessingOnline CheckoutFlexible Payment GatewayAutomated Payment ApprovalsEstimates with online approvalsQuoting And Invoicing
Customer Communication5features
Client PortalCustomer PortalsCall HistoryCommunity ForumCall RoutingCase ManagementAssign Messages to Team Members
Mobile & Field Tools4features
Digital SignaturesE-signaturesMobile Worker Access from One DeviceDigital FormsDrag-and-Drop BuilderTechnician Mobile App
Estimating & Quoting3features
Quoting & EstimatesEstimatesEstimates with Online ApprovalsMobile Estimate Creation and Customer Payments
Equipment & Asset Management3features
Equipment TrackingActivity trackingRemote MonitoringRemote AccessDealer Remote AccessRemote Access
AI & Automation3features
Automation RulesWorkflow AutomationAI Employee Mobile Monitoring ViewAI Follow-Up TasksAutomatic follow-up reminders
Scheduling & Dispatch2features
SchedulingScheduling & DispatchingWork OrdersWork Order Management
Reporting & Analytics2features
AnalyticsReal-time data analyticsReal Time Operational Data Collection and Analysis
Technician Management2features
Time TrackingTime TrackingCommission TrackingCommission tracker
Accounting Integration2features
Accounting IntegrationReal-time two-way QuickBooks syncOne-Click QuickBooks Sync
Integrations 13 across 7 categories
Payment Processing 4
Authorize.net
Moneris
PayPal
Stripe
Stripe
Accounting 3
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks Online
Xero
Xero
Communication 2
Gmail
Gmail
Outlook
Outlook
CRM 1
Salesforce
Salesforce
Marketing 1
Mailchimp
MailChimp
Productivity 1
Google Calendar
Google Calendar
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing