Method CRM
CRM software
E-signature software
Invoice management software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Method CRM and its alternatives fit your requirements.
$27 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Construction
- Public sector and nonprofit organizations
- Professional services (engineering, legal, consulting, etc.)
What is Method CRM
Method CRM is a customer relationship management platform designed primarily for small and midsize businesses that use QuickBooks. It focuses on managing contacts, leads, and sales workflows while syncing customer and transaction data with QuickBooks Online and QuickBooks Desktop. The product also includes tools for estimates/quotes, invoicing, and payment collection, and it supports customization of forms and workflows to match operational processes.
Deep QuickBooks synchronization
Method CRM is built around two-way sync with QuickBooks, aiming to keep customer records and related transaction data aligned between systems. This is useful for teams that want sales and operations to work from consistent customer and job information. The QuickBooks-centric approach can reduce duplicate data entry compared with CRMs that rely on separate accounting integrations.
Custom workflows and forms
The platform provides tools to customize fields, layouts, and process steps to fit specific business workflows. Users can tailor estimates, work orders, and invoice-related forms to match internal requirements. This flexibility can be valuable for service businesses that need more than a standard pipeline and contact database.
Quote-to-invoice process support
Method CRM supports operational steps that connect sales activity to billing, including estimates/quotes and invoicing workflows. For organizations that want CRM activity to drive downstream finance actions, this reduces reliance on separate tools and manual handoffs. The focus on operational CRM can be a differentiator versus products that emphasize only pipeline management.
QuickBooks-first product fit
The product’s strongest value is tied to QuickBooks integration, which can make it less compelling for companies using other accounting platforms. Organizations with complex multi-entity accounting or non-QuickBooks finance stacks may find the fit limited. Teams seeking a CRM that is accounting-system-agnostic may need additional integration work.
Not a full e-signature suite
While Method CRM can support document and approval workflows, dedicated e-signature capabilities may depend on integrations or specific configurations rather than being a standalone e-signature platform. Companies with strict compliance, advanced signer authentication, or complex document routing requirements may need a specialized e-signature product. This can add cost and administrative overhead.
Less suited to enterprise CRM
Method CRM is oriented toward SMB operational workflows rather than large-scale enterprise CRM deployments. Organizations needing extensive territory management, advanced forecasting, complex role hierarchies, or large app ecosystems may find limitations. Larger teams may also require more formal governance and administration features than SMB-focused CRMs typically provide.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| CRM Quick Start (Contact Management) | $35/user/mo (monthly) and $27/user/mo (secondary price shown on official pricing page) | Core contact & lead management, two-way QuickBooks/Xero sync, basic automation, mobile app. Pricing page shows two price figures and a promotional note. cite |
| CRM Pro | $59/user/mo (monthly) and $45/user/mo (secondary price shown on official pricing page) | All Quick Start features plus sales pipeline, financial management, payments via portals, custom workflows. Pricing page shows two price figures and a promotional note. cite |
| CRM Enterprise | $97/user/mo (monthly) and $73/user/mo (secondary price shown on official pricing page) | All Pro features plus advanced financial tools, email campaigns, case management, role-based access. Pricing page shows two price figures and a promotional note. cite |
Notes:
- The official Method pricing page displays two numbers per plan (e.g., $35 and $27 for CRM Quick Start). The page also shows a current promotion: "Get 25% off for 3 months" and a 14-day free trial. The FAQ on the same site states an annual prepay option provides a 10% discount. See citations. cite
Seller details
Method Integration Inc.
Toronto, ON, Canada
Private
https://www.method.me/
https://x.com/methodcrm
https://www.linkedin.com/company/method-crm/
