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Method:CRM

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Method:CRM

Quickbooks CRM with integrated data

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Method Integration
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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
Beamer
  • Free
    <ul> <li>Branding - Watermarked</li> <li>Monthly visitors - Up to 1,000</li> <li>Great for personal use or your favorite hobby</li> </ul>
    0.00
    Other
  • Startup
    <ul> <li>Branding - None</li> <li>Monthly visitors - Up to 5,000</li> <li>Appearance customization</li> <li>Advanced analytics</li> </ul>
    49.00
    Month
  • Pro
    <ul> <li>Monthly visitors - Up to 10,000</li> <li>User feedback</li> <li>User segmentation</li> <li>Push notifications</li> </ul>
    99.00
    Month
  • Enterprise
    <ul> <li>Price per month billed annually</li> <li>Monthly visitors - Unlimited</li> <li>Boosted announcements</li> <li>Advanced segmentation</li> </ul>
    249.00
    Month
Robin
  • Basic
    <ul> <li>Manage desks visually on a map</li> <li>Distance planning & health surveys</li> <li>Manage guest visits</li> <li>Interactive kiosks & room displays</li> </ul>
    1500.00
    Year
  • Pro
    <ul> <li>Manage flexible seating</li> <li>Export data from reports</li> <li>Guided onboarding & training</li> <li>Limit booking to admins</li> </ul>
    3500.00
    Year
  • Premium
    <ul> <li>Integrated enterprise user management</li> <li>Directory services integration</li> <li>Custom roles & permissions</li> <li>Workplace services</li> </ul>
    Custom
    Other
Tars Chatbots
  • Business
    <ul> <li>1 Web Chatbot</li> <li>5000 Chats/month</li> <li>3 users</li> <li>Access to 1100+ Chatbot Templates</li> </ul>
    Custom
    Other
  • Premium
    <ul> <li>Payment Integration </li> <li>Technical Integrations Support</li> <li>1 WhatsApp Business API Number (10000 Chats/month)</li> <li>3 Web Chatbots</li> </ul>
    Custom
    Other
  • Enterprise
    <ul> <li>5 Web Chatbots</li> <li>2 WhatsApp Business API Numbers (20000 Chats/month)</li> <li>10 users</li> <li>3 Chatbots designed by Tars Experts</li> </ul>
    Custom
    Other

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