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 5.0
Features 7.1
Support 5.0
Value 4.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
71 features confirmed across
15categories· Showing confirmed capabilities only
Platform & Customization18features
Custom TemplatesEmail templatesCustom FieldsCustom fieldsCustom BrandingCustomizable BrandingData ImportData Import/ExportDocument ManagementDocument StorageRole-Based Access ControlRole-Based PermissionsThird-Party IntegrationThird-Party IntegrationsCustom API AccessAPI documentation
Show 10 more
Real-Time Sync of Field Data and Financial DataReal-Time System SynchronizationApproval ManagementOnline document approvalCross-Platform SupportCustom Scripting SupportMulti-Device SupportSupport Ticket ManagementSingle Sign-OnSingle Sign OnMulti-Company ManagementMulti-Entity CRMScheduling And Dispatch Integration
CRM & Sales9features
CRMCustomer ManagementLead ManagementLead ManagementCase ManagementCase ManagementAI Lead ScreeningLead QualificationMarketing ToolsEmail MarketingInstant Web Lead Parsing And Follow UpWeb-to-lead formsChannel Partner ManagementRelationship Tracking
Show 1 more
Automated Customer Touchpoints And Sequences
Customer Communication7features
Client PortalCustomer PortalCall HistoryCommunity ForumCall RoutingCase ManagementAssign Messages to Team MembersCentralized Multi-Channel CommunicationHelp Desk And Ticketing
Scheduling & Dispatch5features
SchedulingScheduling & DispatchingWork OrdersWork Order ManagementDispatchingTeam AssignmentsEmail & Calendar SyncCalendar SyncProject ManagementCase management
Invoicing & Payments5features
InvoicingInvoicingPayment ProcessingPayment ProcessingOnline CheckoutFlexible Payment GatewayQuoting And Invoicing
Reporting & Analytics5features
AnalyticsReal-time data analyticsReportingCustomizable reportsReporting ForecastingForecastingReal Time Operational Data Collection and AnalysisCall TrackingInteraction Tracking
Mobile & Field Tools5features
Digital SignaturesE-signaturesLabel GenerationLead GenerationMobile Worker Access from One DeviceDigital FormsWeb-to-lead formsTechnician Mobile App
Estimating & Quoting3features
Quoting & EstimatesEstimatesEstimates with Online ApprovalsMobile Estimate Creation and Customer Payments
Equipment & Asset Management3features
Equipment TrackingActivity trackingDealer Remote AccessRemote AccessAlertsAlerts/Escalation
Accounting Integration3features
Job CostingMulti-Channel CommunicationAccounting IntegrationExpense TrackingOne-Click QuickBooks Sync
AI & Automation3features
Automation RulesWorkflow AutomationAI Employee Mobile Monitoring ViewWorkflow Customization
Technician Management2features
Time TrackingTime TrackingCommission TrackingCommission tracker
Fleet & GPS Management1feature
GPS TrackingEmail tracking
Inventory Management1feature
Inventory ManagementTerritory management
Training & Education1feature
Mobile-Friendly LearningMobile Access
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