Lead Management Review

Method: CRM has 1,300+ five-star reviews on Intuit’s, making it the top-rated CRM for users of QuickBooks Desktop and Online.

To ensure that your data is always up to date, use Method: unique CRM’s QuickBooks interface to obtain an immediate, two-way sync for your customer information, invoices, payments, and more! Even better, Method: CRM automates the lead collecting process as well as the preparation of estimates and invoices, giving you more time back in your day. Your productivity soars with Method: CRM, and you can finally bid duplicate data entry farewell.

Method: integrated CRM’s online customer portals are made to improve customer service and keep clients coming back.

Industries and Companies

Meta Rating

Best Features

Automate Lead Lists

Despite dozens of features integrated into, the system is easy to manage. Every sub-section contains graphics along with short explanations to onboard novices in the shortest time.

Create Estimates

From the very first acquaintance with your brand and up until conversion, you can customize your sale pipeline however you see fit depending on the collected data.

Nurture Relationships is one of the very few solutions on the market that offer a timeless free plan, up to 2 seats. The free plan is limited, but it’s more than enough to get the hang of some of the features and get the overall idea of the software.

Personalize Each Connection

The software is designed to save you as much time as possible through automation and customization. Most of the features can be run automatically after being set up once.

Market Share and Forecast

Pricing and Packages

Contact Management $25
Per user per month
CRM Pro $44
Per user per month
Enterprise $74
Per user per month

Method CRM Quickbooks’s Contact Management Plan provides comprehensive contact management with no maximum contacts, for an affordable price of $25 per month.

CRM Pro Plan is built for a medium-size business, with a customizable dashboard and a focus on customer relationship management for $44 per month.

The CRM Enterprise Plan is designed for growing businesses, with advanced features like team collaboration and custom reports for $74 per month.

One of the best things about is that the basic software is free. With no strings attached, you can get a glimpse into the functionality and decide whether it’s worth your time and money and whether it’s reasonable to research more solutions, such as the ones reviewed on our website.

Customer Reviews


Joel Mudd

Joel Mudd

Hi, my name is Joel Mudd, and I'm a professional content writer with over a decade of expertise in cutting-edge marketing. To assist businesses adapt to the rapidly evolving digital landscape, I like teaching others about lead distribution, email, and phone tracking. I am regularly published in industry periodicals and am continuously on the lookout for novel approaches to helping enterprises.

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  1. It instantly streamlines my day-to-day sales operations, connects to our website so that clients can place orders, and allows me to flawlessly monitor sales flow in Method! I adore the teaching films that Method provides and frequently utilize them for my training. The staff at Method CRM excels in providing rapid answers to queries and issues.

  2. The one disadvantage was that they did not have their own payment processing app/software, and the third-party solutions were too expensive for our little firm.

  3. Organizing and tracking sales opportunities so they do not fall through the cracks. Method CRM has helped me increase my sales exponentially.

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