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

With over 152,000 customers across the globe and 1,200 employees, is one of the most reliable workflow solutions trusted by PayPal, WI, Bosch, Uber, BBC Studios, and giants alike. What’s more, has partners all over the world – 63 in Europe and the Middle East, 10 in Africa, 19 in Asia, 33 in North America, 25 in Latin America, and 10 in Australia and New Zealand – all helping you to seamlessly integrate with your own tools, onboard and train your team, or customize your account.


Industry-wise, can help with sales in almost any niche, from real estate to software to advertisement to finance. Regardless of what you sell, as long as you want to scale and improve, can take you there.

Meta Rating

Ratings are the fly in the ointment for Perfect on the surface, the company has received a pretty low average of 3.56 out of 5 according to Capterra, G2, Trustpilot, and Crozdesk. All four reviewers put behind other leading lead management solutions, such as Callrail, Hubspot, and Copper.

Best Features

Method simplifies workflow to the point of automation, when everything is in the right place, and you are fresh for key strategic decisions.

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

With over 152,000 customers across the globe and a market capitalization of $4.63 billion, is a behemoth in cloud-based management solutions, and the situation is unlikely to change in the nearest future.

Traded on Nasdaq as MNDY,’s stock price is expected to grow in the next 12 months, with a median price of $150 and the lowest estimate of $115, as opposed to the current price of around $105 per share, according to

Last but not least, as the graph below shows, Semrush search volume for Method is comparable to its competitors, signifying a decent level of interest in the product in normal users.

Pricing and Packages

Contact Management $25
Free forever for up to 2 users
CRM Pro $44
Monthly per user
CRM Enterprise $74
Monthly per user

Free plan for up to two team members. The plan allows for storing and visualizing up to 1,000 of your contacts.

Basic plan supporting most essential features

Extended plan allowing sales automation, communication streamlining, email integration with Outlook and Gmail, and more

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
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