Method CRM
Category: Task Management Tool
Industries: Sales, Business
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.
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Sir Richard BransonHighlights
| Pricing |
|---|
| Starting From: |
| $25.00 /month |
| Pros | Cons |
|---|---|
| Their comprehensive approach to CRM was very cool and helpful | Jobs were no longer being overlooked because of human error |
| I love the ability to keep a record of each activity and opportunities | Sales tracking was non-existent before Method |
| Being able to customize things has been great for our company | Before that everything was done manually very hard to follow and keep track of the work |
| This product does integrate with QB, and allows you cloud access to an otherwise noncloud QB file | But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it |
| It has many powerful customizable features, including a powerful new template designer | I wasn't handed off to someone else, just dropped |
| We have been very pleased with how we have been able to use it to solve our sales needs." | Method appears to subscribe to the same LACK of service, the service industry has morphed into." |
Address
410 Adelaide St. West 3rd Floor Toronto, ON, Canada M5V 1S8
Method CRM reviews
It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.
- Ryan T.Owner
We like the sales order feature the best it integrates with quickbooks.
- Taylor B.Admin
We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be. Lots of customization effort has to be done to get it to where we want it to be.
- Jet L.IT Manager
See how Method CRM compares with other top products
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