Method CRM
Method CRM is a comprehensive customer relationship management and workflow automation platform specifically designed for businesses using QuickBooks or Xero.
Our verdict
Who it's for
The #1 CRM and automation tool for QuickBooks and Xero users.
Who should look elsewhere
Primarily focused on QuickBooks and Xero users, limiting appeal for other accounting software users.
Pros
- +Seamless two-way synchronization with QuickBooks and Xero ensures data consistency.
- +Highly customizable to fit unique business processes and workflows.
- +Consolidates multiple business functions (CRM, sales, service, accounting) into one platform.
- +Offers a free 14-day trial without requiring a credit card or contract.
- +Includes customer portals to improve payment processing and customer self-service.
Cons
- −Primarily focused on QuickBooks and Xero users, limiting appeal for other accounting software users.
- −Extensive customization might require initial setup time or consultation.
- −Specific pricing details are not immediately transparent on the main pages.
Key features
- ✓Two-way sync with QuickBooks Online and Desktop
- ✓Web to Lead forms
- ✓Contact management
- ✓Email marketing campaigns (with Mailchimp integration)
- ✓Opportunities and lead management
- ✓Estimates and proposals
- ✓Customer portal for self-service (payments, invoices, document approval)
- ✓E-signatures
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| CRM Quick Start | $35 | month | QuickBooks integration (Via our patented sync engine); Lead management; Financial management |
| CRM Pro | $59 | month | QuickBooks integration (Via our patented sync engine); Lead management; Financial management |
| CRM Enterprise | $97 | month | QuickBooks integration (Via our patented sync engine); Lead management; Financial management |
| CRM Multi-entity | — | month | Connect multiple QuickBooks accounts under one unified dashboard |