Method CRM
Method CRM is a customizable CRM and business management platform for small businesses, available on web, Windows, iOS, and Android.
What Method CRM is
Method CRM is a customizable CRM and business management platform for small businesses, available on web, Windows, iOS, and Android. It syncs in real time and in both directions with QuickBooks Online or Desktop, and it also offers a native Xero integration. Other accounting systems can connect through its API with custom configuration. Features across the plans include lead management; higher tiers add sales opportunities, transactions, email campaigns, and advanced customer support case management. Users can customize workflows, dashboards, invoices, tasks, and other CRM areas with help from Method experts. Integrations include Gmail, Outlook, Google Calendar, Mailchimp, payment gateways, Zapier, and an API. The mobile app lets users access contacts, log activities, and update sales opportunities, but it does not currently work offline. CRM Quick Start costs $35 a month, CRM Pro costs $59 a month, and CRM Enterprise costs $97 a month. There is no free plan, but a 10-day trial begins with Pro features; Enterprise features can be added free during the trial. Annual prepay receives a 10% discount, and monthly accounts can be canceled anytime.
Good
- Two-way sync with QuickBooks Online or Desktop.
- Native Xero integration is available.
- Mobile app updates contacts and opportunities.
- 10-day trial includes CRM Pro features.
Watch out
- No free plan is available.
- Mobile app does not work offline.
- CRM Quick Start costs $35 a month.
- Customizing screens is recommended in desktop environment.
Who it suits
Method CRM suits small businesses that want customizable customer and business workflows, especially those using QuickBooks or Xero. The mobile app can support users who need to update contacts and sales activity away from a desktop, provided they have connectivity.
Verdict
Method CRM links customer workflows with accounting data and offers customization across its plans. Consider the plan features and the mobile app’s offline limitation before choosing it.
Plans and prices
From Method CRM's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| CRM Quick Start | $35 a month | QuickBooks integration · lead management · online portals · $35/user/mo |
| CRM Pro | $59 a month | QuickBooks integration · lead management · financial management · sales pipeline · online portals · $59/user/mo |
| CRM Enterprise | $97 a month | QuickBooks integration · lead management · financial management · sales pipeline · online portals · $97/user/mo |
| CRM Multi-entity | Priced on request | Connect multiple QuickBooks accounts under one unified dashboard · Talk to our team |
The facts
Each one read from Method CRM's own pages, with the date it was checked.
Money
- Billing
- Method says annual prepay receives a 10% discount and monthly accounts can be canceled anytime.checked 8 Oct 2026
- Free plan
- Nochecked 23 Sep 2026
- Free trial
- Yeschecked 23 Sep 2026
- Trial
- The free 10-day trial starts with CRM Pro features, and Enterprise features can be added for free during the trial.checked 8 Oct 2026
What it does
- Customization
- Method says users can customize workflows, dashboards, invoices, tasks, and other parts of the CRM with help from Method experts.checked 8 Oct 2026
- Email sync
- Yeschecked 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.checked 8 Oct 2026
- Integrations
- Method lists Gmail, Outlook, Google Calendar, Mailchimp, payment gateways, Zapier, and an API among its integrations.checked 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.checked 8 Oct 2026
- Marketing automation
- Yeschecked 23 Sep 2026
- Mobile
- Method says its iOS and Android mobile app lets users access contacts, log activities, and update sales opportunities.checked 8 Oct 2026
- Mobile limitation
- Method says its mobile app does not currently work offline and recommends using the desktop environment to customize screens.checked 8 Oct 2026
- Paid from
- 35checked 23 Sep 2026
- Product
- Method describes its product as a customizable CRM and business management platform for small businesses.checked 8 Oct 2026
- QuickBooks sync
- Method says it provides real-time, two-way synchronization between QuickBooks Online or Desktop and the CRM.checked 8 Oct 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.checked 8 Oct 2026
- Support
- Method’s help center says mobile users can open chat with the customer success team from the app’s Help panel.checked 8 Oct 2026
- Visual sales pipeline
- Yeschecked 23 Sep 2026
- Xero
- Method says it offers a native Xero integration, and that other accounting systems can connect through its API with custom configuration.checked 8 Oct 2026
Where it runs
- Mobile app
- Yeschecked 23 Sep 2026
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