Method:CRM

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Method:CRM

Quickbooks CRM with integrated data

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Method Integration
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Windows

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iOS

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Android

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Mgmt Review
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A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.

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App Pricing Page

Contact Management <ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul> 25.00 Month
CRM Pro <ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul> 44.00 Month
CRM Enterprise <ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul> 74.00 Month
This app has yearly payment discounts available.

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Customer Questions

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  • Contact Management
    <ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul>
    25.00
    Month
  • CRM Pro
    <ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul>
    44.00
    Month
  • CRM Enterprise
    <ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul>
    74.00
    Month
SaaSquatch
  • Referral
    <ul> <li>Embeddable Widgets</li> <li>Brandable User Experiences</li> <li>Automated Reward Fulfilment</li> <li>Referral Experiences</li> </ul>
    1750.00
    Month
  • Loyalty
    <ul> <li>End-user Support Tools</li> <li>Analytics & Reporting</li> <li>Loyalty Experience (Rewards Exchange & Rewards List)</li> <li>Custom Rewards</li> </ul>
    1750.00
    Month
  • Lifecycle
    <ul> <li>Unified Lifecycle Experiences</li> <li>Extensible Experiences</li> <li>Leaderboards</li> <li>Multi-language support</li> </ul>
    Custom
    Other
AiTrillion
  • Free Trial
    <ul> <li>Email Marketing</li> <li>Loyalty Rewards</li> <li>Product Reviews</li> <li>Web Push and more</li> </ul>
    0.00
    Month
  • Startup
    <ul> <li>Upto 5,000 contacts</li> <li>75,000 Emails available per month</li> <li>Email Support Available</li> <li>Chat Support Available</li> </ul>
    49.00
    Month
  • Growth
    <ul> <li>Upto 10,000 contacts</li> <li>150,000 Emails available per month</li> <li>Free Onboarding</li> <li>Free Data Migration from other apps</li> </ul>
    99.00
    Month
  • Premium
    <ul> <li>From 1500 to 1,00,000 contacts</li> <li>15x Emails available per month</li> <li>Phone Support Available</li> </ul>
    Custom
    Month
  • Enterprise
    <ul> <li>More Than 100,000 Customers</li> <li>Dedicated Support Via Phone, Email & LiveChat</li> <li>Smart Features Setup</li> <li>Advanced Email & Web Push Workflow Setups</li> </ul>
    Custom
    Other
Landbot
  • Sandbox
    <ul> <li>Basic Flows - Variables</li> <li>Limited Integrations - Zapier, 
Slack, Sendgrid & Google Analytics</li> <li>Basic Power-ups - Human Takeover, Bricks, Custom code</li> <li>Chat Manager</li> </ul>
    0.00
    Other
  • Starter
    <ul> <li>Upgraded Flows - Conditional logic</li> <li>Custom CSS/JS</li> <li>Basic Integrations - Mailchimp & Stripe</li> <li>Essential Power-ups - A/B test, File uploads</li> </ul>
    39.00
    Month
  • Pro
    <ul> <li>Advanced Flows - Formulas</li> <li>Custom Branding</li> <li>Advanced Power-ups - Dynamic Data</li> <li>Essential Integrations - Google Sheets, Airtable & Calendly</li> </ul>
    99.00
    Month
  • Business
    <ul> <li>Priority support</li> <li>Dedicated success manager</li> <li>Advanced Integrations - Salesforce</li> <li>Bot building service</li> </ul>
    Custom
    Other

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