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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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
TalkJS
  • Basic
    <ul> <li>Includes 10,000 MAU</li> <li>Unlimited conversations and messages</li> <li>Up to 30 participants in Group Chats</li> <li>Support Via chat during office hours</li> </ul>
    279.00
    Month
  • Growth
    <ul> <li>Includes 25,000 MAU</li> <li>Up to 300 participants in Group Chats</li> <li>Support via Priority chat & email</li> <li>12 months message retention</li> </ul>
    569.00
    Month
  • Enterprise
    <ul> <li>Custom MAU</li> <li>Custom group chats</li> <li>Support via Priority phone, chat & email</li> <li>Custom message retention</li> </ul>
    Custom
    Other
SalesDrive
  • Enterprise
    <ul> <li>Pricing packages based on number of users</li> <li>Implementation and support</li> <li>Basic functionality - Contacts, applications, calls and more</li> <li>Customize the interface for your business</li> </ul>
    Custom
    Other
Salesflare
  • Growth
    <ul> <li>Automate your CRM data input</li> <li>Track emails, links and website visits</li> <li>Get a LinkedIn sidebar, email sidebar & mobile app</li> <li>Send personalized email campaigns</li> </ul>
    35.00
    Month
  • Pro
    <ul> <li>Send workflows of multiple emails</li> <li>Set user permissions</li> <li>Create custom dashboards</li> <li>500 email finding credits</li> </ul>
    55.00
    Month
  • Enterprise
    <ul> <li>Custom training</li> <li>Data migration done for you</li> <li>Dedicated account manager</li> <li>Unlimited email finding credits</li> </ul>
    Custom
    Other

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