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Method CRM description
Method CRM is a customer relationship management (CRM) tool built specifically for small and midsize businesses using QuickBooks or Xero accounting software. Its key feature is a seamless, two-way sync with your accounting data, eliminating double entry and ensuring everyone on your team has accurate customer information, invoices, and payments. Method CRM also offers automation features, online customer portals for self-service and payment, and robust reporting to streamline your operations and improve customer relationships.
Who is Method CRM best for
Method CRM is a customer relationship management tool purpose-built for small to midsize product-based businesses using QuickBooks or Xero. It offers seamless two-way syncing with accounting data, eliminating double entry and ensuring accurate customer information. Users praise its excellent customer support and customizability, while some note the cost of advanced customization and occasional slow performance.
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Best for small to mid-sized businesses using QuickBooks or Xero.
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Ideal for product-based businesses seeking efficient CRM.
Method CRM features
| Supported Method CRM automates lead capture, qualification, and distribution, allowing sales teams to focus on conversion. |
| Supported Method CRM provides a central hub for managing customer interactions, tracking communications, and personalizing journeys. |
| Supported Method CRM automates tasks such as lead nurturing, follow-ups, and order processing, freeing up sales teams. |
| Supported Method CRM allows customization of fields, layouts, and workflows to fit specific business needs. |
| Supported Method CRM integrates seamlessly with QuickBooks, eliminating manual data entry and ensuring data consistency. |
| Supported Method CRM integrates with Xero, enabling efficient management of financial and customer data. |
| Supported Method CRM offers client portals to enhance customer engagement and transparency through information sharing and collaboration. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Method CRM reviews
We've summarised 284 Method CRM reviews (Method CRM G2 reviews) and summarised the main points below.
- Seamless two-way sync with QuickBooks or Xero accounting software.
- Excellent and responsive customer support.
- Highly customizable to fit specific business needs.
- User-friendly interface for most core CRM functions.
- Useful automation features for tasks and follow-ups.
- Customization can be expensive and require technical expertise.
- The software can be slow or laggy at times.
- Email integration can be clunky or limited in functionality.
- Limited design options for branding the platform.
- The mobile app experience can be inconsistent.
Method CRM pricing
The commentary is based on 28 reviews from Method CRM G2 reviews.
Method CRM offers flexible customization, but many users find the costs for additional features and customization high. While the base price might seem reasonable, the need to pay extra for essential functionalities is a common concern. Some users consider it pricey, especially for smaller businesses.
Users sentiment
See the Method CRM pricing page.
Method CRM alternatives
HubSpot Sales HubBetter for larger businesses seeking broader industry application. Not limited to Xero and Quickbooks integrations. More established, with generally positive user reviews.Read more
ExsalerateMore affordable Method CRM alternative. Integrates with WorkflowMax, Gmail, and Office 365. Only integrates with Xero.Read more
HubSpot Marketing HubBetter for larger businesses and those focused on inbound marketing. Has broader industry applicability. Growing faster than Method CRM. Offers more comprehensive marketing tools but the free version is limited.Read more
Dubb: Sales Video System + CRMBetter for Finance, Banking & Insurance, E-commerce, Education, Real Estate & Construction, Media & Entertainment, Software, IT & Telecommunications, Marketing & Advertising, and Professional Services. Focuses on video messaging for sales and marketing. A Method CRM competitor.Read more
GoldMineBetter fit for companies in manufacturing, professional services, and software/IT. One-time purchase option available instead of subscription.Read more
Method CRM FAQ
What is Method CRM and what does Method CRM do?
Method CRM is a customer relationship management (CRM) software designed for small to midsize businesses using QuickBooks or Xero. It features two-way accounting sync, automation, online customer portals, and robust reporting. This helps streamline operations and improve customer relationships by eliminating double entry and providing accurate customer data.
How does Method CRM integrate with other tools?
Method CRM integrates seamlessly with QuickBooks and Xero accounting software, offering a two-way sync. It also offers integrations with other business tools to enhance its functionality and streamline workflows. However, some users have reported limitations with specific integrations like email.
What the main competitors of Method CRM?
Top Method CRM alternatives include HubSpot Sales Hub, Exsalerate (specifically for Xero users), Salesloft, and ActiveCampaign. These competitors offer similar CRM and sales automation functionalities, catering to various business needs and budgets.
Is Method CRM legit?
Method CRM is a legitimate CRM solution, especially for businesses using QuickBooks or Xero. It offers a seamless two-way sync with these platforms, eliminating double entry. However, some users find customization costly and the software's performance inconsistent.
How much does Method CRM cost?
Method CRM pricing is not publicly available. Contact Method CRM directly for pricing details regarding their plans and add-ons.
Is Method CRM customer service good?
Method CRM's customer service is generally viewed positively. Users frequently praise the helpful and responsive support team, highlighting their quick responses and effective problem-solving. While some customization fees and occasional slowdowns have been reported, the overall sentiment towards customer service is favorable.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.