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Method CRM
4.2
316

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Method:CRM is a highly rated CRM for QuickBooks Desktop and Online users with a patented QuickBooks integration for instant, two-way sync of customer information, invoices, payments, and more. It automates lead collection, estimate and invoice creation, and has built-in online customer portals for improved customer service. It also offers robust activity tracking and a 360-degree view of each customer for data-driven marketing and sales.
Website
http://www.method.me
Developer
Method Integration Inc.
Category
CRM
HQ Location
Toronto
Year Founded
2010
Number of Employees
79
Twitter
@MethodCRM
Strengths
  • Customizable

    Allows for tailored workflows and fields

  • Integrations

    Seamlessly integrates with popular tools like Gmail and QuickBooks

  • Mobile App

    Provides a mobile app for on-the-go access

Weaknesses
  • Pricing

    Can be expensive for small businesses

  • Limited Features

    May not have all the features needed for larger businesses

  • Learning Curve

    May take time to learn and fully utilize all features

Opportunities
  • Can continue to add features to stay competitive
  • Can focus on providing more affordable options for small businesses
  • Can expand to new markets outside of the US
Threats
  • Facing competition from established CRM providers like Salesforce
  • May see decreased demand during economic downturns
  • Potential for security breaches and loss of customer data

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Review Distribution

  • 👍
    High - rated users

    Method:CRM has awesome integration with Quickbooks and the amazing training from the success coach is extremely helpful.No current integration with Voice over IP phone systems.

Media

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Method CRM Plan

Method CRM offers a tiered pricing strategy with three versions ranging from $25-$150 per user per month, with increasing features.
Contact Management $ 28 1 User Per Month
Simple lead and customer management to help you close deals and drive repeat business. Real-time sync with QuickBooks Manage customers and leads Track activities & follow-ups Send emails Share calendars Customize your account Integrate with Gmail, Outlook, Google Calendar, Mailchimp, and more Free live support
CRM Pro $ 49 1 User Per Month
Powerful QuickBooks CRM to help you simplify your sales process and get paid faster. Real-time sync with QuickBooks Create estimates, sales orders, invoices, and more Accept payments through customer portals Track sales opportunities Manage customers and leads Track activities and follow-ups Send emails Share calendars Customize your account Integrate with Gmail, Outlook, Google Calendar, Mailchimp, and more Free live support
CRM Enterprise $ 85 1 User Per Month
For growing businesses who want to automate every workflow from sales management to customer service. Manage customers and leads Create estimates, sales orders, invoices, and more Real-time sync with QuickBooks Accept payments through customer portals Track sales opportunities Manage customers and leads Track activities and follow-ups Send emails Share calendars Customize your account Integrate with Gmail, Outlook, Google Calendar, Mailchimp, and more Free live support View and create purchase orders and bills Manage customer support cases Email Marketing
Free trial $ Free Trial
When you start your free trial, your account will automatically include all of the features in our CRM Pro plan. If you want the CRM Enterprise features, you can also add them for free during your trial. You can also add unlimited users during your free trial. Real-time sync with QuickBooks Create estimates, sales orders, invoices, and more Accept payments through customer portals Track sales opportunities Manage customers and leads Track activities and follow-ups Send emails Share calendars Customize your account Integrate with Gmail, Outlook, Google Calendar, Mailchimp, and more Unlimited users Free live support One hour free customization Personalized product demo
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