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Method CRM

SaaS

CRM that keeps data in step with QuickBooks through two-way sync, aimed at service businesses that bill from their accounting system.

method.me
Method CRM homepage screenshot

About Method CRM

Method CRM is a customer relationship management product known for its tight link with QuickBooks. A two-way sync means customer, estimate and invoice data stays aligned between the CRM and the accounting software, which suits service businesses that quote and bill from QuickBooks.

The vendor site could not be read when this entry was prepared, so the feature list, editions and pricing are not described here. Method CRM is a proprietary, hosted service sold by subscription; check the vendor for current capabilities and costs.

Key features

  • Two-way QuickBooks synchronization
  • Customer and contact management
  • Designed for service businesses
  • Hosted web application

Good fit for

  • →Service businesses syncing customers with QuickBooks
Tags
crm
quickbooks
accounting
service-business
small-business
saas

Method CRM: questions and answers

What is Method CRM used for?
Method CRM is a CRM that keeps data in step with QuickBooks through two-way sync, aimed at service businesses that bill from their accounting system. It is a good fit for service businesses syncing customers with QuickBooks.
How much does Method CRM cost?
Paid plans for Method CRM start at $35 per seat per month, and there is no free plan. A free trial is available.
Is Method CRM open source?
No. Method CRM is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Method CRM include Krayin CRM, SuiteCRM and Frappe CRM.
What are some alternatives to Method CRM?
Method CRM competes with Zoho CRM, Insightly and HubSpot. For open-source options, see Enlisted's ranked list of open-source Method CRM alternatives.

Open-source alternatives to Method CRM

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SaaS alternatives to Method CRM

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