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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
Maximizer CRM
  • Small Office
    <ul> <li>Pricing per user, 1 user maximum</li> <li>Support - Email + Online Resources</li> <li>Sales Management - Opportunity Management, Pipeline Management, Partner Relationship Management</li> <li>Marketing Campaigns - Email Templates + Merge Fields</li> </ul>
    29.00
    Month
  • Business Plus
    <ul> <li>Pricing per user, no maximum seats</li> <li>Dashboards + Reporting - Customizable Dashboards, Standard Built-in Reports</li> <li>Sales Management - Territory Management, Campaign Source Identification, Multi Currency</li> <li>Marketing Campaigns - Campaign Tracking, Web Forms, Bulk Email: 50/month</li> </ul>
    49.00
    Month
  • Insights
    <ul> <li>Dashboards + Reporting - Formula Engine, Extensive Data Drill Down, Custom Data Widgets, Scheduled Email</li> <li>Sales Management - Customizable Sales Process</li> <li>Marketing Campaigns - Bulk Email: 100/month</li> <li>Contact Management - Audit Log, Unlimited Storage Limit</li> </ul>
    89.00
    Month
Gorgias
  • Basic
    <ul> <li>Unlimited users</li> <li>Facebook & Instagram integrations</li> <li>Live chat & chat campaigns</li> <li>Macros and rules</li> </ul>
    60.00
    Other
  • Pro
    <ul> <li>Phone (up to 3 numbers)</li> <li>Lite onboarding</li> <li>Magento integration</li> <li>Revenue statistics</li> </ul>
    360.00
    Month
  • Advanced
    <ul> <li>Phone (up to 10 numbers)</li> <li>Full onboarding</li> <li>Dedicated Success Manager</li> </ul>
    900.00
    Month
  • Enterprise
    <ul> <li>Add up to 400 integrations</li> <li>Custom services</li> </ul>
    Custom
    Other
Delighted
  • Free
    <ul> <li>Use 1 delivery platform -Email, Web, Link, SDK</li> <li>1 Project - Use 1 survey template: NPS, CSAT, CES, 5-star, Thumbs, Smileys, eNPS, PMF</li> <li>Monthly survey send limit of 1,000</li> <li>Invite 3 team members</li> </ul>
    0.00
    Other
  • Premium
    <ul> <li>Use all delivery platforms - Email, Web, Link, SDK, 3 Kiosks</li> <li>5 Projects - Use any survey template: NPS, CSAT, CES, 5-star, Thumbs, Smileys, eNPS, PMF</li> <li>Monthly survey send limit of 10,000</li> <li>Price per month billed yearly</li> </ul>
    224.00
    Month
  • Premium Plus
    <ul> <li>7 Projects - Use any survey template: NPS, CSAT, CES, 5-star, Thumbs, Smileys, eNPS, PMF</li> <li>Monthly survey send limit of 20,000</li> <li>Invite 20 team members</li> <li>Role-based user access</li> </ul>
    449.00
    Month

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