Method
The Customizable QuickBooks CRM Built for Growing Businesses
Method is a customizable CRM for small and mid-sized businesses that use QuickBooks or Xero for accounting. It addresses the problem of working across spreadsheets and disconnected tools by connecting customer data, sales processes, and financial records in one system, with real-time, two-way sync to QuickBooks Online and QuickBooks Desktop to reduce double entry.
The platform covers a quote-to-cash process from leads and estimates through jobs, invoices, and payments. It includes lead management, a sales pipeline, financial management, online customer portals for self-service invoice viewing and payment, reports, and customizable workflows. Integrations are available through APIs and platforms such as Zapier, and professional customization services are offered for businesses needing tailored workflows.
Method is aimed at growing businesses, including manufacturers, field service companies, construction firms, and professional service firms. It is packaged as a seat-based monthly subscription with three CRM editions—QuickStart, Pro, and Enterprise—that can be mixed across team members, plus a Multi-entity option for connecting multiple QuickBooks accounts. A free 10-day trial is available with no credit card required, and annual prepay billing is offered alongside monthly billing.
12 alternatives to Method
Ranked by how well each tool replaces Method: shared features, audience, price and popularity.
- 66 out of 100 match$39/mo
- 65 out of 100 match$20/mo
Affordable, customizable CRM
Covers 1 of 15 key features, has a free plan and starts cheaper.
Free plan65 out of 100 match$14/moFree CRM with marketing, sales and service hubs
Covers 1 of 15 key features, has a free plan and starts cheaper.
Free plan65 out of 100 match$7/moCRM software embedded into Microsoft Outlook for managing contacts, deals, projects, and
Covers 12 of 15 key features, has a free plan and starts cheaper.
Free plan65 out of 100 match$20/mo- 64 out of 100 match$39.90/mo
- 64 out of 100 matchContact sales
- 63 out of 100 match$14/mo
CRM platform for consultative B2B sales teams
Covers 6 of 15 key features and has a free plan.
Free plan62 out of 100 matchFreeAll-in-one AI-powered CRM platform unifying marketing, sales, and support teams on a 360°
Covers 10 of 15 key features, has a free plan and starts cheaper.
Free plan62 out of 100 match$12/moSales CRM that connects Gmail, Professional Network, WhatsApp, phone and other channels in
Covers 10 of 15 key features and starts cheaper.
62 out of 100 match$24/moFrench CRM for small and medium businesses covering the full sales cycle.
Covers 12 of 15 key features.
62 out of 100 match—