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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
  • paid

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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In-Depth Reviewer Comments

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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
MessageBird
  • Free
    <ul> <li>2 named Inbox seats</li> <li>Up to 1,000 monthly Flow Invocations</li> <li>Access to all channels (Premium channels fees apply)</li> <li>Coach support</li> </ul>
    0.00
    Other
  • Custom
    <ul> <li>Custom Inbox seats</li> <li>Unlimited Live Chat conversations</li> <li>Custom monthly Flow Invocations</li> <li>Priority support options</li> </ul>
    Custom
    Other
Enginemailer
  • Free
    <ul> <li>Unlimited subscribers</li> <li>Up to 3 landing pages</li> <li>Unlimited online & popup forms</li> <li>Up to 10,000 emails/month (Limited to 500 emails/day)</li> </ul>
    0.00
    Other
  • Paid
    <ul> <li>Multiple user access</li> <li>Unlimited landing pages (plus custom domain)</li> <li>Logo removal</li> <li>Price for 25,000 emails/month</li> </ul>
    29.00
    Month
  • Enterprise
    <ul> <li>Flexible billing</li> <li>Extended support</li> <li>Delivery monitoring</li> <li>Priority sending</li> </ul>
    Custom
    Other
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

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