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
  • 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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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
Sitniks
  • Enterprise
    <ul> <li>Marketing tools</li> <li>Integrations with any services</li> <li>Messenger platform</li> <li>Free access for everyone</li> </ul>
    Custom
    Other
Pastel
  • Free Forever
    <ul> <li>Unlimited free canvases</li> <li>Unlimited guest reviewers</li> <li>Unlimited versions per canvas</li> <li>3 day commenting window</li> </ul>
    0.00
    Month
  • Solo
    <ul> <li>3 premium canvases</li> <li>File attachments in comments</li> <li>Export to CSV</li> </ul>
    29.00
    Month
  • Studio
    <ul> <li>Pause commenting on canvases</li> <li>Organise with folders and labels</li> <li>Export to Trello, Asana, Jira, etc.</li> <li>Export to a webhook or Zapier</li> </ul>
    99.00
    Month
  • Enterprise
    <ul> <li>Starts at 10 users</li> <li>Single sign-on (SSO)</li> <li>Custom terms</li> <li>Dedicated account representative</li> </ul>
    350.00
    Month
SurveySparrow
  • Business
    <ul> <li>10,000 Responses / Month</li> <li>30,000 Email Shares / Month</li> <li>2 Users Included</li> <li>Includes multiple features</li> </ul>
    1188
    Year
  • Enterprise
    <ul> <li>50,000 Responses / Month</li> <li>150,000 Email Shares / Month</li> <li>10 Users Included</li> <li>Includes all features of Business Plan</li> </ul>
    5988
    Year
  • Elite
    <ul> <li>Above 100k Responses/ Month</li> <li>More than 10 Users</li> <li>Custom Data Center</li> <li>Includes all features of Enterprise plan</li> </ul>
    Custom
    Other

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