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Method CRM
What it is
Method CRM is a customizable CRM and business-management platform for small businesses, available on web, Windows, iOS, and Android. It provides lead management, sales pipelines, email sync, marketing automation, mobile access, and workflow customization. Method offers real-time, two-way synchronization with QuickBooks Online or Desktop and a native Xero integration; other accounting systems can connect through its API with custom configuration. Listed integrations include Gmail, Outlook, Google Calendar, Mailchimp, payment gateways, and Zapier. Plans are CRM Quick Start at $35 a month, CRM Pro at $59 a month, and CRM Enterprise at $97 a month. Quick Start includes QuickBooks integration, lead management, customer and vendor management, and workflow automation. Pro adds sales opportunities, custom stages, estimates, invoices, sales orders, and payments. Enterprise adds email campaigns and advanced support case management. There is no free plan, but a 10-day trial starts with Pro features. Annual prepay receives a 10% discount.
For and against
For
- Two-way synchronization with QuickBooks Online and Desktop
- Native Xero integration plus API connectivity
- Customizable workflows, dashboards, invoices, and tasks
- iOS and Android mobile apps
- 10-day trial includes CRM Pro features
Against
- No free plan is available
- Mobile app does not work offline
- Desktop environment is recommended for screen customization
- Plans range from $35.00 to $$97 monthly
The verdict
Method CRM combines configurable business workflows with accounting integrations and mobile access. Its paid tiers separate basic lead management from sales, transaction, campaign, and support capabilities.
Who it suits
Method CRM suits small businesses wanting customizable customer management tied to QuickBooks or Xero. Mobile users can manage contacts, activities, and sales opportunities.
Plans and prices
CRM Quick Start
QuickBooks integration · lead management · online portals
Read 8 Oct 2026 · method.me
CRM Pro
QuickBooks integration · lead management · financial management · sales pipeline
Read 8 Oct 2026 · method.me
CRM Enterprise
QuickBooks integration · lead management · financial management · sales pipeline
Read 8 Oct 2026 · method.me
CRM Multi-entity
Connect multiple QuickBooks accounts under one unified dashboard
Read 8 Oct 2026 · method.me
On the record
- Billing
- Method says annual prepay receives a 10% discount and monthly accounts can be canceled anytime.method.me · read 8 Oct 2026
- Customization
- Method says users can customize workflows, dashboards, invoices, tasks, and other parts of the CRM with help from Method experts.method.me · read 8 Oct 2026
- Email sync
- Yesmethod.me · read 23 Sep 2026
- Free trial
- Yesmethod.me · read 23 Sep 2026
- Hosting and encryption
- Method says its redundant server cluster is hosted by Amazon Web Services and that pages use SSL; QuickBooks data transfers use 256-bit SSL encryption.method.me · read 8 Oct 2026
- Integrations
- Method lists Gmail, Outlook, Google Calendar, Mailchimp, payment gateways, Zapier, and an API among its integrations.method.me · read 8 Oct 2026
- Lead and sales tools
- The pricing page lists lead management in all three CRM plans and sales pipeline in Pro and Enterprise.method.me · read 8 Oct 2026
- Marketing automation
- Yesmethod.me · read 23 Sep 2026
- Mobile
- Method says its iOS and Android mobile app lets users access contacts, log activities, and update sales opportunities.method.me · read 8 Oct 2026
- Mobile app
- Yesmethod.me · read 23 Sep 2026
- Mobile limitation
- Method says its mobile app does not currently work offline and recommends using the desktop environment to customize screens.help.method.me · read 8 Oct 2026
- Product
- Method describes its product as a customizable CRM and business management platform for small businesses.method.me · read 8 Oct 2026
- QuickBooks sync
- Method says it provides real-time, two-way synchronization between QuickBooks Online or Desktop and the CRM.method.me · read 8 Oct 2026
- Visual sales pipeline
- Yesmethod.me · read 23 Sep 2026
- Security and backups
- Method says it backs up data daily, writes it instantly to a second backup drive, and can recover data to a specific day in the previous 14-day period.method.me · read 8 Oct 2026
- Paid from
- 35method.me · read 23 Sep 2026
- Support
- Method’s help center says mobile users can open chat with the customer success team from the app’s Help panel.help.method.me · read 8 Oct 2026
- Trial
- The free 10-day trial starts with CRM Pro features, and Enterprise features can be added for free during the trial.method.me · read 8 Oct 2026
