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Method:CRM

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Method:CRM

Quickbooks CRM with integrated data

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Method Integration
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Windows

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Android

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Mgmt Review
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A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.

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App Pricing Page

Contact Management <ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul> 25.00 Month
CRM Pro <ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul> 44.00 Month
CRM Enterprise <ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul> 74.00 Month
This app has yearly payment discounts available.

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Customer Questions

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  • Contact Management
    <ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul>
    25.00
    Month
  • CRM Pro
    <ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul>
    44.00
    Month
  • CRM Enterprise
    <ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul>
    74.00
    Month
SatisMeter
  • STARTUP
    <ul> <li>300 Responses</li> <li>~3,000 Active users</li> </ul>
    49.00
    Month
  • GROWTH
    <ul> <li>1,000 Responses</li> <li>~10,000 Active users</li> </ul>
    99.00
    Month
  • BUSINESS
    <ul> <li>10,000 Responses</li> <li>~1,00,000 Active users</li> </ul>
    299.00
    Month
  • ENTERPRISE
    <ul> <li>For more than 100,000 active users</li> </ul>
    Custom
    Other
10to8
  • Small Business
    <ul> <li>SMS INCLUDED</li> <li>100 appts/month</li> <li>2 staff logins</li> <li>Branding: 10to8 Co-branded</li> </ul>
    0.00
    Other
  • Basic
    <ul> <li>Online Booking</li> <li>Messaging</li> </ul>
    12.00
    Month
  • Grow
    <ul> <li>300 appointments/month + 3 staff</li> <li>Appointment Scheduling</li> <li>Services & Staff</li> </ul>
    25.00
    Month
  • Enterprise
    <ul> <li>Tools for HIPAA with BAA</li> <li>Support: Phone & Online</li> <li>Personalized onboarding</li> <li>Advanced Accessibility</li> </ul>
    Custom
    Other
Kapture CRM
  • Essential
    <ul> <li>Omnichannel Ticketing</li> <li>Auto-assign Tickets</li> <li>SLA Management</li> <li>Data Import</li> </ul>
    32.16
    Month
  • Professional
    <ul> <li>Custom API</li> <li>Ecommerce Integrations</li> <li>Reports & Analytics</li> <li>Social Media Integrations</li> </ul>
    51.47
    Month
  • Enterprise
    <ul> <li>Custom Reporting</li> <li>Sandbox</li> <li>IP Whitelisting</li> <li>Dashboards</li> </ul>
    96.52
    Month

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