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.
| Features | Contact 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 | | | |