Audience
Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries
About Method:CRM
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.
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Pricing
Starting Price:
$25.00/month/user
Pricing Details:
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Trial:
Free Trial available.
Integrations
Company Information
Method Integration
Founded: 2010
Canada
www.method.me/
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
Method:CRM Frequently Asked Questions
Method:CRM Product Features
CRM
Calendar/Reminder System
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Call Logging
Not Supported
Lead Scoring
Not Supported
Territory Management
Not Supported
Construction CRM
Quote Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
Client Tracking
Not Supported
Contract Management
Not Supported
Forecasting
Not Supported
Project Management
Not Supported
Contact Management
Activity Management
Supported
Contact Database
Supported
Contact History
Supported
Contact Import/Export
Supported
Customer Pipeline
Supported
Lead Management
Supported
Sales Pipeline Management
Supported
Segmentation
Supported
Appointment Management
Not Supported
Email Marketing
Not Supported
Group Management
Not Supported
Interaction Tracking
Not Supported
Prospecting Tools
Not Supported
Search / Filter
Not Supported
Shared Contacts
Not Supported
Social Media Integration
Not Supported
Financial CRM
Expense Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Account Alerts
Not Supported
Asset Management
Not Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Territory Management
Not Supported
Nonprofit
Accounting
Supported
Donor Management
Supported
Committee Management
Not Supported
Dues Management
Not Supported
Event Management
Not Supported
Fundraising Management
Not Supported
Member Database
Not Supported
Membership Management
Not Supported
Social Media Management
Not Supported
Volunteer Management
Not Supported
