Method CRM Pricing
Check out the chart below and see what features are included with each version.
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
| Pricing | |||
| Annual Price/User/Month | |||
| Monthly Price/User/Month | |||
| Features | |||
| QuickBooks Integration | |||
| Real-time, two-way sync with QuickBooks Online |  | | |
| Patented two-way sync with QuickBooks Desktop | | | |
| Add customers and vendors | | | |
| Xero Integration | |||
| Real-time, two-way sync with Xero | | | |
| Add customers and vendors | | | |
| Lead Management | |||
| 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 Managment | |||
| 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 | | | |
| Customizations | |||
| 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 | | | |
| Professional Customization Services | | | |