Method CRM Versions

Not sure which version of Method CRM to get for your team?

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.

FeaturesContact
Management
CRM
Pro
CRM
Enterprise
Pricing
Annual$25$44$74
Monthly$28$49$85
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 QuickBooks Online
 Patented two-way sync with QuickBooks Desktop
 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