Method CRM

The top-rated CRM built specifically for QuickBooks.
Know Each Customer with Contact Manager
Know Each Customer with Contact Manager
Know Each Customer with Contact Manager
Stop Entering Data Twice with QuickBooks Sync
Stop Entering Data Twice with QuickBooks Sync
Stop Entering Data Twice with QuickBooks Sync
A CRM Made For You in Minutes, 100% Code Free
A CRM Made For You in Minutes, 100% Code Free
A CRM Made For You in Minutes, 100% Code Free
Track Leads and Opportunities Outside of QuickBooks
Track Leads and Opportunities Outside of QuickBooks
Track Leads and Opportunities Outside of QuickBooks
Get Paid Faster Through Self-Serve Portals
Get Paid Faster Through Self-Serve Portals
Get Paid Faster Through Self-Serve Portals

Method specializes in CRM for QuickBooks and is the top-rated CRM on Intuit Apps.com. Keep your customer follow-ups and history all in one place. Simplify the way you get your work done. Try it free for 30 days.

Know Each Customer with Contact Manager

To keep your customers happy, you need to know a lot more than what their last QuickBooks invoice can tell you. With Method:CRM, you'll know each customer's history, plus what they need and when they need it so nothing gets missed.

Stop Entering Data Twice with QuickBooks Sync

You'll save so much time when your data is all in one place. We sync with QuickBooks better than anyone, and have the patent to prove it. Plus, our industry-leading sync engine is approved by the world-class team at Intuit.

QuickBooks Desktop customer? Click here.

A CRM Made For You in Minutes, 100% Code Free

We know one size does not fit all, especially for small business. That’s why Method:CRM is fully customizable with drag-and-drop tools… 100% code-free. You can have a system that’s just right for the way you get your work done.

Track Leads and Opportunities Outside of QuickBooks

Track potential customers outside of QuickBooks. Your accountant will love you! Leads can be entered into Method:CRM by your staff, or via a web-to-lead form on your website where potential customers request product and service information. You can also track opportunities to manage your pipeline and assign follow-up activities to your team. Then, when you convert the lead into a customer, they’ll sync instantly into QuickBooks.

Get Paid Faster Through Self-Serve Portals

Portals allow you to create a self-service "My Account" area on your website. Let your customers ask questions, see past transactions, make payments, and print existing invoices. And since Method is fully customizable, you can create virtually any portal you want.

Free 30-day trial
No credit card. No contract.

Plans start at $25/month/user


PLAN PRICE USERS DETAILS
Method:CRM 25 1 Method:CRM price per user
Method:CRM Pro 40 1 Method:CRM Pro price per user

Technical support is included with your subscription. To clarify, technical support is restricted to solving technical issues such as error messages, installation problems, inability to sign into Method, and concerns over possible system malfunction. Non-technical incidents, such as training, customization, and general how-to questions must be directed to your Method Consultant as a chargeable service. For self-service options, visit the Method Forums, or Self-Service and Documentation.

Support: 1-888-925-6238
Online: http://www.method.me/contact-us/


Check out the most frequently asked questions below: Expand all
I see this is a free 30 day trial. So....what’s the PRICE afterwards?
After the trial period, regular pricing will begin. Method CRM: $25/month per user. Method CRM Pro: $40/month per user.
What is the difference between the CRM and CRM Pro versions?
Method CRM Pro is full featured, whereas Method CRM limits how much customization you can do. In addition, CRM Pro also allows you to install other Method applications like Method Scheduling & Invoicing. The trial is on CRM Pro, but you can easily downgrade at any time.
Customization sets Method CRM apart from other CRM apps – but do I NEED to customize?
Method CRM is a full featured CRM “out of the box.” So you don’t *need* to customize anything. However, we know one size does not fit all, especially for small business. That’s why Method:CRM is fully customizable with drag-and-drop tools… 100% code-free. You can have a system that’s just right for the way you get your work done.
What else does Method CRM integrate with?
We have a Microsoft Outlook add-in. We have a 5-star rating on Google Apps Marketplace for our Gmail and Google Calendar gadget. We integrate with Google Maps for routing. There is a very powerful Import / Export / Update tool for Excel. We have an extremely powerful and simple MethodAPI for 3rd party software developers. We have a slick Document Management integration with SmartVault. And, of course, Method CRM integrates with the other apps available on the Method Application Library.




By Method Integration Inc.

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