Method CRM

Canada HQFounded 2010

Deployment

Web-basediPhone/iPadAndroidWindowsMac

Best for

SmallMediumLarge

Overview

About Method CRM

Method:CRM is a fully-featured customer relationship management software solution for small businesses. The software is packed with enterprise-level CRM functionalities like contact management, lead management, and sales management, allowing users to strengthen their sales activities and customer experience. The software is highly customizable and backed by free expert guidance. The software’s powerful automation keeps users on top of their CRM strategies. They are monitoring remote teams, adding leads to the list, or sending estimates while on the go is possible with the mobile app version of this software.

This online CRM software easily syncs with third-party tools like collaboration, accounting, marketing automation, etc. Automated follow-up emails, CRM portals, and 24/7 access to customer details help in lead conversion. Method:CRM offers a free trial.

At a glance

Software information

Industries served, licensing and the support Method CRM provides.

Industries

  • Accounting
  • Information-technology-services
  • Logistics-supply-chain
  • Marketing-advertising

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free trial

Support

  • Live Chat
  • Online (Ticket)
  • Business Hours

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English

Review analytics

What customers report

5.0
Based on 1 verified review
Ease of use5.0
Features & functionality5.0
Customer support4.0
Value for money4.0
Integrations4.0

What users like the most

  • Really very easy to use and so friendly.
  • Very a very functional solution.
  • Lots of options and functions and uses.

What users like the least

  • Nothing to dislike about this tool. I am a new user of this, so it is good as of now.

What users say

Review Analytics of Method CRM

Every review is verified through Goodfirms before it's published.

5.01 Verified Review
Ease of use5.0
Features & functionality5.0
Customer support4.0
Value for money4.0
Integrations4.0
Review Summary
Drawn from 1 verified reviews
Really very easy to use and so friendly.Very a very functional solution.Lots of options and functions and uses.
Detailed Reviews of Method CRM
Sort ByWrite a Review
Dennis ManwaringVerified Review
Posted on Nov 4, 2022

“Method CRM is a web-based and quick book integrated software for growing businesses to maximize productivity.”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support4.0
Value for money4.0
Integrations4.0
This an awesome solution, I was looking for something like this for a long. After using this CRM solution for our business, we can now maintain more customer records easily. I still have not completely explored all the functions, potential, and possibilities of this solution. learning it day by day.

Capabilities

Method CRM features

The full feature set, grouped by module.

CRM Software

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation

Lead Management Software

  • Contact Management
  • Lead Distribution
  • Lead Nurturing
  • Lead Segmentation
  • Pipeline Management
  • Operations Management
  • Sales Tracking
  • Source Tracking

Contact Management Software

  • Contact Database
  • Contact Import/Export
  • Lead Management
  • Reminders
  • Segmentation

Plans

Method CRM pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Free Trial
30 Days
Standard$25 / month

Media

Screenshots & video

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