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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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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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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
Help Scout
  • Standard
    <ul> <li>2 Mailboxes, 1 Docs site</li> <li>Up to 25 users (price per user)</li> <li>In-app messaging</li> <li>Live chat</li> </ul>
    25.00
    Month
  • Plus
    <ul> <li>5 Mailboxes, 2 Docs sites</li> <li>No user limit</li> <li>Custom fields</li> <li>Teams</li> </ul>
    40.00
    Month
  • Company
    <ul> <li>Unlimited Mailboxes</li> <li>Concierge onboarding service</li> <li>Dedicated account manager</li> <li>Unlimited Docs sites</li> </ul>
    Custom
    Year
Zigpoll
  • Lite
    <ul> <li>Email capture support</li> <li>Participant logging</li> <li>Custom style any poll</li> <li>Unlimited polls</li> </ul>
    0.00
    Other
  • Basic
    <ul> <li>Installation Support</li> <li>1,000 responses / month</li> <li>2 team members</li> </ul>
    10.00
    Month
  • Standard
    <ul> <li>Copywriting support</li> <li>24 hour customer support</li> <li>Unlimited responses</li> <li>4 team members</li> </ul>
    25.00
    Month
  • Plus
    <ul> <li>Hide Zigpoll Branding</li> <li>8 team members</li> </ul>
    50.00
    Month
Ontraport
  • Basic
    <ul> <li>1,000 Contacts</li> <li>Unlimited Emails</li> <li>1 Account User</li> <li>Account Setup</li> </ul>
    79.00
    Month
  • Plus
    <ul> <li>2,500 Contacts</li> <li>2 Account Users</li> <li>Ecommerce</li> </ul>
    147.00
    Month
  • Pro
    <ul> <li>10,000 Contacts</li> <li>3 Account Users</li> <li>Email Delivery Consulting</li> </ul>
    297.00
    Month
  • Enterprise
    <ul> <li>20,000 Contacts</li> <li>200,000/mo Emails</li> <li>5 Account Users</li> <li>VIP Support Option</li> </ul>
    497.00
    Month

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