Method Favicon

Method.me

Method.me is used for managing client relationships, sales pipelines, projects, and workflows.

Globe Linkedin Youtube Facebook Twitter
  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Method.me Overview

  • Updated September 18, 2025

Method.me is a customer relationship management (CRM) platform designed primarily for small businesses that rely on QuickBooks integration. It helps teams manage leads, track sales pipelines, automate workflows, and build stronger client relationships.

With customizable tools, businesses can streamline processes, reduce manual data entry, and ensure information stays synchronized across departments. Its focus on efficiency and personalization makes it especially valuable for service-oriented companies.

Key Features

  • Two-way QuickBooks sync: Ensure customer data, invoices, and transactions stay updated in real time across both systems, which helps avoid duplication and reduces manual entry.
  • Lead and opportunity management: Organize prospects into a clear pipeline, track progress at every stage, and support faster deal conversions through structured follow-ups and reminders.
  • Comprehensive contact profiles: Centralize customer history, communications, and account details in one view, which improves relationship management and strengthens team collaboration.
  • Customer self-service portals: Provide clients with secure access to invoices, payments, and updates, and enhance convenience while reducing support workload for teams.
  • Workflow automation tools: Automate routine tasks, reminders, and approvals, and allow smoother operations with fewer delays in sales, service, and billing activities.
  • Reports and dashboards: Generate visual reports on sales, estimates, and customer activities, and deliver insights that guide smarter business decisions.
  • Email integration: Connect seamlessly with Gmail and Outlook, and bring customer details, interaction history, and activity tracking directly into the inbox.
  • Mobile access: Offers full CRM functionality on the go, and ensures teams in the field can access customer data, schedules, and updates anytime.
  • Customization flexibility: Adapts the system to unique workflows through custom fields, forms, and processes, and creates a tailored CRM experience for each business.

Price

Plan Name Annual Billing Price / User Monthly Billing Price / User Key Inclusions
Contact Management $25 $28 Simple lead & customer management to help close deals and drive repeat business
CRM Pro $44 $49 Full QuickBooks-integrated CRM to streamline sales and accelerate payments
CRM Enterprise $74 $85 Comprehensive automation for sales, workflows, and customer service

Pricing details: https://www.method.me/crm-quickbooks/pricing/

Pros

Competitor Pros of Method.me
Salesforce Sales Cloud Method.me offers native two-way sync with QuickBooks and Xero, which helps keep financial data aligned effortlessly. It delivers deeply customizable workflows at a lower price point and with less complexity than Salesforce.
HubSpot Sales Hub Method.me gives strong automation and accounting integration right out of the box and avoids the modular hub structure and escalating cost of HubSpot. It also includes full CRM features in one platform.
Insightly Method.me brings advanced workflow automation and financial syncing, while Insightly focuses more on usability and project tracking. Method.me’s deeper accounting integration shines here.
Zoho CRM Method.me’s standout value is its built-in QuickBooks/Xero sync and strong workflow automation. Zoho has lots of broader apps, but Method.me excels in financial workflow focus and tailored CRM tasks.
Housecall Pro (Field‑Service oriented) Method.me’s Field Services module is more budget-friendly and offers CRM capabilities with strong customization. It scales smoothly and blends well with accounting systems, unlike Housecall Pro, which is more rigid and costly.

Cons

Competitor Cons of Method.me
Salesforce Sales Cloud Method.me lacks Salesforce’s enterprise-grade analytics, AI tools, and vast app ecosystem. It may underdeliver for large, complex organizations needing advanced scalability and integrations.
HubSpot Sales Hub Method.me does not match HubSpot’s intuitive interface or its powerful marketing suites. Businesses wanting seamless inbound marketing and user-friendly design might find Method.me a bit more clunky.
Insightly Method.me presents a steeper learning curve and complexity in customization, whereas Insightly is known for being easier to set up and administer, especially for smaller teams.
Zoho CRM Method.me’s language support and user interface customization are limited compared to Zoho. Zoho also has stronger multilingual and global app integration capabilities.
Housecall Pro For field-service businesses that want specialized scheduling, dispatching, and job management tools, Method.me may feel less complete. Housecall Pro delivers more dedicated field-service workflow out of the box.

Customers' Reviews From Reliable Websites

G2 Review
Capterra Review
Software Advice Review
GetApp Review