MethodCRM
MethodCRM : Reviews, Pricing, Features & AlternativesMethodCRM is a Small Business CRM Software. Price : $25 (free trial available). Review MethodCRM : Overview & Pricing
MethodCRM Overview : Features, Pricing, Reviews & Alternatives
MethodCRM is a Small Business CRM Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
MethodCRM is listed as a Small Business CRM Software and Online CRM Software for companies and is used for CRM, Lead Management, Financial CRM, Online CRM, CRM …
MethodCRM price starts from $ 25 per user and per month (free trial available).
Method CRM is a web-based platform integrated with QuickBooks with apps that can be customized to match business processes.
#1 CRM for QuickBooks desktop and online users
What is MethodCRM ?
How: CRM’s patented real-time sync with QuickBooks automatically updates customer information, invoices, payments and more! Use Method:CRM to get a 360-degree view of every customer, provide better customer service, and get paid faster with online portals. How: CRM automates lead management, eliminates duplicate data entry, streamlines purchase order creation, and reduces manual administrative work, so you can focus on growing your business. An added benefit is that Method:CRM integrates with your favorite apps like Gmail, Outlook, Mailchimp, and Zapier.
Method: CRM is a CRM for QuickBooks Desktop and QuickBooks Online users. Integration Method: CRM’s real-time sync with QuickBooks automatically updates customer information, invoices, and payments between Method and QuickBooks. How: CRM also offers native integrations with apps like Gmail, Outlook, and Mailchimp, or users can connect hundreds of other apps through Zapier. With Method:CRM, users can manage daily workflows with a single system and eliminate double data entry. Method:CRM’s customizable, code-free drag-and-drop tools allow users to create a custom CRM that mirrors business processes and grows with a company’s growing needs. With Method, users can customize the CRM based on business needs and build a solution beyond a traditional CRM with custom workflows, commission tracking tools, and online customer portals. Lead Management Instead of manually entering leads and spending hours on administrative work, Method:CRM lets sales teams focus on finding new leads, nurturing them, and closing deals. Streamline the sales process by managing quotes, invoices, and opportunities in one place with Method:CRM.
We were in the small business tech world for many years, focused on QuickBooks integration, before we finally came up with the concept behind Method. Method’s cloud-based CRM software for small businesses helps you stay organized while you grow your business. The CRM method makes it easy to keep track of conversations with customers, so your staff actually do. You can assign follow-ups, track next steps, share timelines, and more. With over 250 5-star reviews on Intuit Apps.com.
Pros & Cons
When it comes to finding the right Small Business CRM tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is MethodCRM, and as you may have guessed from the title, this review will tell you more about MethodCRM’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
MethodCRM Pros : Key Benefits
– Save time and get organized with a shared client list.
– Two-way, real-time integration with QuickBooks
– Increase your productivity and sales with Method:CRM.
– Online customer portal for faster payments
– No more double data entry. Remotely manage your quotes, invoices and opportunities with Method:CRM. Then instantly sync them to QuickBooks with just one click. With Method:CRM, you always have up-to-date information on customers, prospects, and vendors.
– Provide excellent service and effectively drive customer loyalty.
– Drag and drop customization tools
– How: CRM automates your sales workflows and keeps leads flowing to your reps so you can close more deals. Let your reps create and submit quotes from their phone with Method:CRM. Track sales opportunities from initial interest to first purchase for new and existing customers.
– Automate processes to make staff happier and more productive.
– Automate lead collections from email and website
MethodCRM Cons
– Con : Custom integrations can come at a price.
MethodCRM Features
Here is the list of the main features of this computer software :
– CRM
– API
– Access Controls/Permissions
– Activity Dashboard
– Activity Tracking
– Alerts/Notifications
– Appointment Scheduling
– CRM
– Calendar Management
– Calendar Sync
– Calendar/Reminder System
– Client Management
– Contact Database
– Contact Management
– Customer Database
– Customer Support
– Customizable Branding
– Customizable Fields
– Customizable Reports
– Customizable Templates
Main function & Pro Features
– Data Import/Export
– Data Synchronization
– Data Visualization
– Document Storage
– Drag & Drop
– Email Management
– Email Marketing
– Email Response Control
– Email Templates
– Email Tracking
– Event Triggered Actions
– Lead Management
– Expense Tracking
– Lead Nurturing
– For Mac Devices
– Lead Qualification
– For iPad Devices
– Lead Segmentation
– Forecasting
– Mobile Access
MethodCRM Integrations
MethodCRM integrates with more than 13 applications & plugins like Google Workspace, Gmail and PayPal (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Top 20 MethodCRM integrations
– PayPal
– Gmail
– Google Workspace
– Mailchimp
– Quickbooks Online
– Zapier
– Google Calendar
– Microsoft Outlook
– QuickBooks Online Advanced
– Vonage Business Communications
– SmartVault
– DoForms
– QuickBooks
MethodCRM Pricing
The MethodCRM pricing plan starts from $ 25 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
MethodCRM offers several pricing plans :
– Free Trial : $ 25,00 per user / per month
– Start : –
– Professional : –
– Enterprise : –
– Premium : –
Free Trial | Start | Professional | Enterprise | Premium |
$25,00 | – | – | – | – |
Per month | Per month | Per month | Per month | Per month |
Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Pricing Details
Pricing Model : Subscription
Free trial : Available (No Credit Card Required)
Free plan : No information
Freemium : No information
Starting price : $ 25,00
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
MethodCRM is a cloud-based Small Business CRM platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
methodcrm is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows and Mac OS …) and mobile platforms (like Android and iOS).
There’s also native mobile apps for iPhone & iPads on Apple’s App Store and for smartphones & tablets on Google Play Store.
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows / Mac OS / Linux …
Mobile Platforms : Android / iOS – iPhone – iPad
Native Apps / Mobile Applications : iOS App & Android App
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Chat, Email / Help Desk, FAQs / Forum, Knowledge Base, Phone Support, Online Support …
Hotline : Yes
Training options : Documentation, Live Online, Videos, Webinars …
Industry & Customers
Who use MethodCRM ?
This software package is tailored to business needs : Non Profit, Entrepreneur, Large Companys …
This web-based application is recommended for trades : Management, Marketing, Sales …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : Gtmlandscaping, Sky Products, Textbook Painting, Hme Mobility & Accessibility, Dean Markley Strings …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Public Administration, Shop Manager, Small Company …)
MethodCRM Screenshots & Images : UI, dashboard …
Videos
Video #1
MethodCRM Reviews
Here is our opinion on MethodCRM : this is a very popular small business crm software to advise .
MethodCRM User Reviews & Ratings
Online and customer reviews of MethodCRM software are quite plentiful and overall very positive :
Overall rating : 4,4/5
Value for money : 3,8/5
Functionality : 4/5
Usefulness : 3,8/5
Ease of use : 3,8/5
User rating Excellent : 10%
User rating Very Good : 90%
User rating Average : 0%
User rating Poor : 0%
User rating Terrible : 0%
Contact Management: Track phone calls, emails, and appointments for contacts and leads. Let customers view and pay their bills online using portals. Manage and share tasks, documents, and processes with staff and partners. Close more deals and turn them into QuickBooks invoices. QuickBooks Sync
Popularity on social networks :
Your Customer Review on MethodCRM
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend MethodCRM ? What is your likelihood to renew ?
FAQs
Why use a Small Business CRM Software ?
CRM software for small businesses (CRM – Customer Relationship Management) is a tool for small businesses that need to manage interactions with current and potential customers. CRM systems offer tools for sales, marketing and customer support.
According to various sources, most used business software are : Contactually (market share : 0,10%), Batchbook (0,10%), Gold-Vision (0,10%)
Main functions are : Contact management, Sales management, Marketing Automation, Customer service management, CRM, Business management
Main characteristics are : CRM, contacts, customer relationship manager, contact management, office automation and productivity, CRM, Marketing automation, CRM for small business, Small business marketing software, Marketing automation, customer management, contact management, manager customer relations, customer support, document collaboration, email campaign, email marketing, marketing, email follow-up, real-time collaboration, sales, sales automation, sales crm, small business crm, automation, collaborationbusiness, project management, online document editor, calendar, Office automation and productivity
Small Business CRM Software Average Price : from $ 5,00 to $ 199,00 with an average price of $ 51,13 . We have identified more than 30 competitors on the market.
Company details
Developed by METHODCRM, Inc.
About Method Integration Inc: We were in the small business technology world for many years, focused on QuickBooks integration, before finally coming up with the concept behind Method. Method’s cloud-based CRM software for small businesses helps you stay organized while you grow your business. Method:CRM makes it easy to follow up on conversations with customers, so your staff will actually do it. You can assign follow-ups, track next steps, share calendars, and much more. With over 250 5-star reviews on Intuit Apps.com.
HQ location : Toronto
Founded in 1999 by Paul Jackson
Total revenue : $5.1M
Fundings : $8.0M
Industry : B2B SaaS company
Software Category : CRM Software > Online CRM Software > Small Business CRM Software
Schema : SoftwareApplication > BusinessApplication
Tags : …
Website : visit method.me
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on MethodCRM is independent in order to highlight the strengths and weaknesses of this Small Business CRM Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
MethodCRM Alternatives
If you’re understanding the drawbacks and you’re looking for a MethodCRM alternative, there are more than 23 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to MethodCRM
– Zoho CRM
– HubSpot CRM
– Salesforce Sales Cloud
– SugarCRM
– Dynamics 365
– Salesforce CRM
– Bigin by Zoho CRM
– HubSpot
– Zendesk Sell
– Zoho CRM
You can also take a look at other business apps, like our OwnerRez review and our Almabase review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular CRM Software and Online CRM Software to find out which one is right for your needs. Discover how these Small Business CRM Software compare to MethodCRM when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !