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Method CRM

The Most Customizable QuickBooks CRM

5.0 1 Reviews
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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
  • Accounting
  • Information-technology-services
  • Logistics-supply-chain
  • Marketing-advertising
4 Industries
  • English
1 Language

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

SUPPORT

  • Chat

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Method CRM Core Features

CRM

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation

Lead Management

  • Contact Management
  • Lead Distribution
  • Lead Nurturing
  • Lead Segmentation
  • Pipeline Management
  • Operations Management
  • Sales Tracking
  • Source Tracking

Contact Management

  • Contact Database
  • Contact Import/Export
  • Lead Management
  • Reminders
  • Segmentation

Method CRM Pricing

Pricing Type

  • Flat Rate

Free Version

  • No

Payment Frequency

  • Monthly Payment
  • Annual Subscription
Vendor pricing page
  • 30 Days Trial

Plans & Packages

Standard
$25 Per Month

Method CRM Reviews

5.0 1 Reviews
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Method CRM is a web-based and quick book integrated software for growing businesses to maximize productivity.

Rating Breakdown

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

Integrations

PayPal
Google Workspace
Mailchimp

Switched from

HubSpot CRM

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Review Summary

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.

Which features have you used in 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.

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