Method:CRM

Method:CRM

Method Integration
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About

Answers your leads in under a minute, runs dispatch, gets you signed and paid on-site, and syncs QuickBooks automatically. Catch CRM is an AI-powered CRM and field service management platform for home service businesses. Run leads, jobs, dispatch, invoicing, and reviews in one place. Lead management: calls, web forms, website chat, and Facebook lead ads land in one pipeline. AI Office adds an auto call dialer, a 24/7 AI texter, and Facebook AI, so new leads get answered instead of going cold. Scheduling and dispatch: an online booking widget fills the calendar, the dispatch board assigns the right technician, and the technician mobile app runs the job in the field. Estimates, invoices, and payments: AI proposals with photos and e-sign, plus payments through Stripe at its standard rate with no markup. Two-way QuickBooks sync keeps the books current. Email campaigns and automations: follow-up sequences and reminders that run themselves.

About

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Service businesses

Audience

Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Catch CRM
Founded: 2026
United States
catchcrm.ai/

Company Information

Method Integration
Founded: 2010
Canada
www.method.me/

Alternatives

Alternatives

RouteStar Solutions

RouteStar Solutions

Westrom Software
DispatchNode

DispatchNode

Slickrock.dev
RouteStar Solutions

RouteStar Solutions

Westrom Software

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

Zapier
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
MindCloud
PayPal
QuickBooks Accountants
QuickBooks Online Advanced
Rambox
Simplii
SmartVault
Stripe
Vonage Business
Wufoo
Xero
doForms

Integrations

Zapier
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
MindCloud
PayPal
QuickBooks Accountants
QuickBooks Online Advanced
Rambox
Simplii
SmartVault
Stripe
Vonage Business
Wufoo
Xero
doForms
Claim Catch CRM and update features and information
Claim Catch CRM and update features and information
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