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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HubSpot CRM
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QuickBooks Online
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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
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Call Logging
Lead Scoring
Territory Management
Construction CRM
Quote Management
Sales Management
Scheduling
Time Management
Client Tracking
Contract Management
Forecasting
Project Management
Contact Management
Activity Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Lead Management
Sales Pipeline Management
Segmentation
Appointment Management
Email Marketing
Group Management
Interaction Tracking
Prospecting Tools
Search / Filter
Shared Contacts
Social Media Integration
Financial CRM
Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Account Alerts
Asset Management
Household Tracking
Influence Tracking
Territory Management
Nonprofit
Accounting
Donor Management
Committee Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management