Method

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What is Method?

Method is the top-rated CRM on Intuit Apps.com. Keep your customer follow-ups and history all in one place. Know each customer's needs and when they need it.

Method:CRM's patented, real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more! Use Method:CRM to gain a 360-degree view of each customer, provide better customer service, and get paid faster with online portals. Method:CRM automates lead management, eliminates double data entry, streamlines purchase order creation, and reduces manual admin work, so you can focus on growing your business. An added bonus is that Method:CRM integrates with your favorite apps, such as Gmail, Outlook, Mailchimp, and Zapier.



Method Awards


Method currently scores 87/100 in the CRM category. This is based on user satisfaction (86/100), press buzz (46/100), recent user trends (rising), and other relevant information on Method gathered from around the web.

The score for this software has stayed the same over the past month. What is this?
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  • Method

CRM Market Radar

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Method Product Overview

  • Real-time, two-way integration with QuickBooks​

  • Online customer portal for faster payments

  • Drag and drop customization tools

  • Automate lead collections from emails and website

  • Sync customer information and purchase history to QuickBooks and no more double data entry

  • Free 30-day trial with one hour personalized demo


Languages Supported: English

CRM Software Buyer Guide 2025

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in July 2025.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...

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Method Features

  • 2-Factor Authentication
  • A/B Testing
  • Analytics
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-App
  • Multi-Currency
  • Multi-Site
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
  • Social Media Monitoring
  • Sentiment Analysis
  • Omnichannel Referrals
  • Net Promoter Score
  • Landing Pages
  • Mobile App
  • Multi-Source Feedback
  • Online Surveys
  • Review Moderation
  • Sales Automation
  • Customer Service
  • Campaign Management
  • Dashboards
  • Pipeline Management
  • Knowledge Base

Method Pricing Plans


Other pricing information:

Contact Management: $25.00 per user/month
CRM Pro: $40.00 per user/month
Billed annually

Plans starting from: $25.00/month Credit card required: No
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