The Most Customizable QuickBooks CRM

Method:CRM is a fully-featured customer relationship management software solution for small businesses. The software is packed with enterprise-level CRM functionalities like contact management, lead management, and sales management, allowing users to strengthen their sales activities and customer experience. The software is highly customizable and backed by free expert guidance. The software’s powerful automation keeps users on top of their CRM strategies. They are monitoring remote teams, adding leads to the list, or sending estimates while on the go is possible with the mobile app version of this software. This online CRM software easily syncs with third-party tools like collaboration, accounting, marketing automation, etc. Automated follow-up emails, CRM portals, and 24/7 access to customer details help in lead conversion. Method:CRM offers a free trial.
Method Integration
2010
Canada
4 Industries
1 Language
Industries
  • Accounting
  • Information-technology-services
  • Logistics-supply-chain
  • Marketing-advertising
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
Support
  • Chat
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

Media

Method CRM

Method CRM Core Features

Focus of CRM Feature
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation
Focus of Lead Management Feature
  • Contact Management
  • Lead Distribution
  • Lead Nurturing
  • Lead Segmentation
  • Pipeline Management
  • Operations Management
  • Sales Tracking
  • Source Tracking
Focus of Contact Management Feature
  • Contact Database
  • Contact Import/Export
  • Lead Management
  • Reminders
  • Segmentation

Method CRM Pricing

Pricing Type
  • Flat Rate
Free Version
  • No
Free Trial
  • 30 Days Trial
Payment Frequency
  • Monthly Payment
  • Annual Subscription
Plans & Packages
Standard
$25 Per Month

Method CRM Reviews

5.0 1 Review
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Write a Review
Dennis Manwaring

Method CRM is a web-based and quick book integrated software for growing businesses to maximize productivity.

This an awesome solution, I was looking for something like this for a long. After using this CRM solution for our business, we can now maintain more customer records easily. I still have not completely explored all the functions, potential, and possibilities of this solution. learning it day by day.

What was the project name that you have worked with Method CRM?

CRM Software , Contact Management Software , Lead Management Software

How long have you used Method CRM?

6 Months

How frequently you use Method CRM?

Daily

What do you like the most about Method CRM?

Really very easy to use and so friendly.

Very a very functional solution.

Lots of options and functions and uses.

What do you like the least about Method CRM?

Nothing to dislike about this tool. I am a new user of this, so it is good as of now.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

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