Wondering if Method CRM is the right CRM software for your business?
Then have a look at the user created reviews below, along with pricing and features.
Method CRM User Reviews
Method CRM Review Summary
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Method CRM Reviews
| Source | Review Score | Number of Reviews |
|---|---|---|
| Trustpilot | No Rating | No Review |
| iPhone App | 2.2 | 17 |
| Android App | 3.8 | 74 |
Method CRM Prices
| Plan | Price |
|---|---|
| Free Plan | No |
| Free Trial | Yes |
| Free Trial Length | 14 day |
| Cheapest Plan: Contact Management | $25 / month |
| Mid-Tier Plan: CRM Pro | $44 / month |
| Top Plan: CRM Enterprise | $74 / month |
Method CRM Features
Contact Management Features
- Email Sidebar management
- Activity reminders
- Calendar view
- Contact management
- Customer management
- Vendor management
- Unlimited contact records
- Unlimited custom fields
- Communication history
- Add tags
- Custom list views
- Online portals
- Self-serve contact portals
- Communication & productivity
- Send emails
- Email templates
- Activity management
- Calendar
- Workflow automation
- Reports
- Custom reports
- Dashboards
- Customization
- DIY customization
- Free hour with customization expert
- Integrations
- Zapier integration
- Gmail add-on
- Outlook add-on
- Mailchimp integration
- Google Calendar integration
- API access
- Support
- Email support
- Live chat support
- Phone support
- Personalized demo
- Customer success manager
- Self-service help center
- Administration & extras
- Restrict user permissions
- Single sign-on with Google
- Single sign-on with Intuit
- Mobile app for iOS and Android
- Data import and export
CRM Pro Features
- Email Sidebar management
- Activity reminders
- Calendar view
- Financial management
- View and create estimates
- View and create sales orders
- View and create invoices
- View and create sales receipts
- View, create, and process payments
- Contact management
- Customer management
- Vendor management
- Unlimited contact records
- Unlimited custom fields
- Communication history
- Add tags
- Custom list views
- Sales pipeline
- Web to lead form
- Sales opportunities
- Custom opportunity stages
- Pipeline reports
- Online portals
- Self-serve contact portals
- Accept payments through contact portals
- Communication & productivity
- Send emails
- Email templates
- Activity management
- Calendar
- Workflow automation
- Reports
- Custom reports
- Dashboards
- Customization
- DIY customization
- Free hour with customization expert
- Integrations
- Zapier integration
- Gmail add-on
- Outlook add-on
- Mailchimp integration
- Google Calendar integration
- API access
- Support
- Email support
- Live chat support
- Phone support
- Personalized demo
- Customer success manager
- Self-service help center
- Administration & extras
- Restrict user permissions
- Single sign-on with Google
- Single sign-on with Intuit
- Mobile app for iOS and Android
- Data import and export
CRM Enterprise Features
- Email Sidebar management
- Activity reminders
- Calendar view
- Financial management
- View and create estimates
- View and create sales orders
- View and create invoices
- View and create sales receipts
- View, create, and process payments
- View and create purchase orders
- View and create bills
- Contact management
- Customer management
- Vendor management
- Unlimited contact records
- Unlimited custom fields
- Communication history
- Add tags
- Custom list views
- Manage customer support cases
- Let customers submit support cases through portals
- Sales pipeline
- Web to lead form
- Sales opportunities
- Custom opportunity stages
- Pipeline reports
- Online portals
- Self-serve contact portals
- Accept payments through contact portals
- Communication & productivity
- Send emails
- Email templates
- Activity management
- Calendar
- Workflow automation
- Email campaigns
- Reports
- Custom reports
- Dashboards
- Customization
- DIY customization
- Free hour with customization expert
- Integrations
- Zapier integration
- Gmail add-on
- Outlook add-on
- Mailchimp integration
- Google Calendar integration
- API access
- Support
- Email support
- Live chat support
- Phone support
- Personalized demo
- Customer success manager
- Self-service help center
- Administration & extras
- Restrict user permissions
- Single sign-on with Google
- Single sign-on with Intuit
- Mobile app for iOS and Android
- Data import and export
List of Method CRM Integrations
- PayPal
- Google Workspace
- QuickBooks
- Mailchimp
- Zapier
- Xero
- Stripe
- Outlook
- Magento
- Shopify
Other Features
| Feature | Is It Included |
|---|---|
| API | Yes |
| Outlook Integration | Yes |
| Gmail Integration | Yes |
| QuickBooks Integration | Yes |
| Shopify Integration | Yes |
| WordPress Integration | No |
| Mailchimp Integration | Yes |
| WhatsApp integration | No |
| Facebook Integration | No |
| LinkedIn Integration | No |
| Twitter/X Integration | No |
| Google Calendar Integration | Yes |
| Excel Integration | No |
| Office 365 Integration | No |
| Google Sheets Integration | Yes |
| Xero Integration | Yes |
| Notion Integration | No |
| Asana Integration | No |
| Trello Integration | No |
| Zapier Integration | Yes |
| Invoicing | Yes |
| Marketing Automation | Yes |
| Email Marketing | Yes |
| SMS & Text Messaging | No |
| Project Management | Yes |
| AI | No |
| Voip & Telephony Integration | No |
| Dialer | No |
| Contract Management | No |
| Inventory Management | No |
| Quoting | Yes |
| Drip Marketing | No |
| Customer Portal | Yes |
| Appointment Scheduling | Yes |
| Workflow Automation & Management | Yes |
| ERP | No |
| Order Management | Yes |
| Ticketing System | No |
| Call Recording | No |
| Call Tracking | No |
| Task Management | Yes |
| Paypal & Payment Processing | Yes |
| Document Management | No |
| Shared Inbox | No |
| Create Landing Pages | No |
| Chat Function | Yes |
| Website Builder | No |
| Help Desk | Yes |
| GPS Tracking | No |
| Loyalty Program | No |
| Cloud Storage | Yes |
| Document Storage | Yes |
| Mapping | No |
Industry Specific CRM Solution
- Accountants & Accounting Firms: Yes
- Architects & Architecture Firms: No
- Automotive Industry: No
- Banks & Banking: No
- Call Centers: No
- Car & Auto Dealerships: No
- Charity & Non-profit: No
- Churches: No
- Cleaners & Cleaning Businesses: No
- Coaches: No
- Consultants & Consulting Firms: No
- Construction: No
- Contractors: No
- Co-working: No
- Credit Unions: No
- Customer Service: Yes
- Dentists: No
- Doctors: No
- Ecommerce: No
- Email Marketing: Yes
- Electricians & Electrical Contractors: Yes
- Engineers & Engineering Firms: No
- Event Management: No
- Field Service: Yes
- Financial Advisors & Services: No
- Freight Brokers & Forwarders: No
- Government & Public Sector: No
- Graphic Designers & Creatives: No
- Gyms: No
- Healthcare Providers: No
- Hotels & Hospitality: No
- HVAC: No
- Insurance Agents: No
- Investment Banking: No
- Landscapers: No
- Lawyers & Law Firms: No
- Logistics: No
- Manufacturing: No
- Marketing: No
- Mortgage Brokers & Loan Offices: No
- Movers & Moving Companies: No
- Museums: No
- Personal Trainers: No
- Photographers: No
- Plumbers: No
- Political Campaigns: No
- Private Equity: No
- Professional Services: No
- Property Management: No
- Real Estate: No
- Recruiting & Recruitment Agencies: No
- Restaurants: No
- Retail: No
- Roofers & Roofing: No
- SaaS: No
- Schools: No
- Senior Living: No
- Solar Businesses: No
- Sports Teams: No
- Staffing Agencies: No
- Telemarketing: No
- Therapists: No
- Tour Operators: No
- Travel Agents: No
- Universities, College & Higher Education: No
- Web Designers: No
- Wholesalers & Distributors: Yes
Method CRM Pros & Cons
Pros
- Sales forecasting and pipeline visualization tools
- Create and send invoices and purchase orders from the CRM system
- Allow customers to pay invoices anytime
Cons
- No free plan available
- Limited functionality for attaching files
- Some difficulties integrating with third-party
Website: Method CRM website
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