Skip to content
SPECIFICTION
Get listed

Method CRM

method.me

From $35/mo Free trial WebWindowsiOSAndroidAPI
Visit method.me
Spec score 8.6 #54 of 244 in CRM Software

What it is

Method CRM is a customizable CRM and business management platform for small businesses. It combines lead management with tools for sales, workflows, invoices, and customer records, and it can sync in real time in both directions with QuickBooks Online or Desktop. QuickBooks integration and lead management are included in CRM Quick Start at $35 a month. CRM Pro is $59 a month and adds sales opportunities, custom opportunity stages, estimates, invoices, sales orders, and payments. CRM Enterprise is $97 a month and includes Pro capabilities, email campaigns, and advanced customer support case management. Method lists integrations including Xero, Gmail, Outlook, Google Calendar, Mailchimp, payment gateways, Zapier, and an API. Workflows, dashboards, invoices, and tasks can be customized with help from Method experts. The service runs on web, Windows, iOS, and Android; its mobile app supports contacts, activity logs, and sales opportunity updates, but does not work offline. There is no free plan; a 10-day trial starts with Pro features, with Enterprise features available during the trial.

Spec sheet

Product
Method describes its product as a customizable CRM and business management platform for small businesses.Read 8 Oct 2026 · method.me
Free plan
NoRead 23 Sep 2026 · method.me
Trial
The free 10-day trial starts with CRM Pro features, and Enterprise features can be added for free during the trial.Read 8 Oct 2026 · method.me
Paid from
35Read 23 Sep 2026 · method.me
Integrations
Method lists Gmail, Outlook, Google Calendar, Mailchimp, payment gateways, Zapier, and an API among its integrations.Read 8 Oct 2026 · method.me
Support
Method’s help center says mobile users can open chat with the customer success team from the app’s Help panel.Read 8 Oct 2026 · help.method.me
Billing
Method says annual prepay receives a 10% discount and monthly accounts can be canceled anytime.Read 8 Oct 2026 · method.me
Customization
Method says users can customize workflows, dashboards, invoices, tasks, and other parts of the CRM with help from Method experts.Read 8 Oct 2026 · method.me
Email sync
YesRead 23 Sep 2026 · method.me
Free trial
YesRead 23 Sep 2026 · method.me
Hosting and encryption
Method says its redundant server cluster is hosted by Amazon Web Services and that pages use SSL; QuickBooks data transfers use 256-bit SSL encryption.Read 8 Oct 2026 · method.me
Lead and sales tools
The pricing page lists lead management in all three CRM plans and sales pipeline in Pro and Enterprise.Read 8 Oct 2026 · method.me
Marketing automation
YesRead 23 Sep 2026 · method.me
Mobile
Method says its iOS and Android mobile app lets users access contacts, log activities, and update sales opportunities.Read 8 Oct 2026 · method.me
Mobile app
YesRead 23 Sep 2026 · method.me
Mobile limitation
Method says its mobile app does not currently work offline and recommends using the desktop environment to customize screens.Read 8 Oct 2026 · help.method.me
QuickBooks sync
Method says it provides real-time, two-way synchronization between QuickBooks Online or Desktop and the CRM.Read 8 Oct 2026 · method.me
Security and backups
Method says it backs up data daily, writes it instantly to a second backup drive, and can recover data to a specific day in the previous 14-day period.Read 8 Oct 2026 · method.me
Visual sales pipeline
YesRead 23 Sep 2026 · method.me
Xero
Method says it offers a native Xero integration, and that other accounting systems can connect through its API with custom configuration.Read 8 Oct 2026 · method.me

Plans and prices

CRM Quick Start $35 a month billed monthly QuickBooks integration · Lead management · Customer and vendor management · Workflow automation Read 23 Sep 2026 · method.me
CRM Pro $59 a month billed monthly Sales opportunities and custom opportunity stages · Estimates, invoices, sales orders, and payments · Workflow automation Read 23 Sep 2026 · method.me
CRM Enterprise $97 a month billed monthly CRM Pro capabilities · Email campaigns · Advanced customer support case management Read 23 Sep 2026 · method.me
CRM Quick Start $35 a month $35/user/mo QuickBooks integration · lead management · online portals Read 8 Oct 2026 · method.me
CRM Pro $59 a month $59/user/mo QuickBooks integration · lead management · financial management · sales pipeline · online portals Read 8 Oct 2026 · method.me
CRM Enterprise $97 a month $97/user/mo QuickBooks integration · lead management · financial management · sales pipeline · online portals Read 8 Oct 2026 · method.me
CRM Multi-entity Priced on request Talk to our team Connect multiple QuickBooks accounts under one unified dashboard Read 8 Oct 2026 · method.me

Every Method CRM plan and price →

Strong points and limits

Strong points

  • Two-way, real-time sync with QuickBooks Online or Desktop
  • Lead management is included in all three CRM plans
  • Customizable workflows, dashboards, invoices, and tasks
  • Mobile app supports contact and opportunity updates

Limits

  • No free plan
  • Mobile app does not work offline
  • CRM Quick Start costs $35 a month

Who it suits

Method CRM suits small businesses that want sales and customer management alongside QuickBooks synchronization. It may also suit teams that need configurable workflows and mobile access to contacts and sales opportunities.

Verdict

Method combines CRM tools with accounting integrations and configurable business workflows. Consider the mobile offline limitation and the monthly plan cost when choosing it.

Where Specifiction places it

Alternatives to Method CRMAll alternatives →