Method CRM Pricing, Reviews and Features (February 2024)

About Method CRM

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups.

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Pricing

Free Trial Available
Starts at $25.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

95%
Reviews

83%
Momentum

70%
Popularity

83%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

Business Hours, Online

Method CRM Awards

# 11 Fastest Growing Software CRM Software
Q1 2023

# 14 Highly Rated CRM Software
Q1 2022

Method CRM Features

Show Feature Explanation

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

95%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Referral Tracking

Track and manage your referred customers.

Document Management

Ability to store and manage various information and documents in electronic format.

Method CRM Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Contact Management $25.00 $28.00 per user / month

Simple lead and customer management to help you close deals and drive repeat business.

Features

QuickBooks integration
Lead management
Contact management
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services (Additional Cost)

CRM Pro $44.00 $49.00 per user / month

Powerful QuickBooks CRM to help you simplify your sales process and get paid faster.

Features

QuickBooks integration
Lead management
Financial management
Contact management
Sales pipeline
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services (Additional Cost)

CRM Enterprise $74.00 $85.00 per user / month

For growing businesses who want to automate every workflow from sales management to customer service.

Features

QuickBooks integration
Lead management
Financial management
Contact management
Sales pipeline
Online portals
Communication & productivity
Reports
Customization
Integrations
Support
Administration & extras
Professional customization services (Additional Cost)

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 02/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Method CRM Pricing.