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Method is built for growing companies that rely on QuickBooks or Xero for accounting and need a customizable CRM system that adapts to their unique workflows. It helps businesses manage customers, sales, and operational processes in one place in a way that fits how their teams actually work.

Method serves small and mid-sized businesses across a range of industries including manufacturers, field service businesses, and professional service firms that need better customer relationship management and tools to capture new leads and manage their sales pipeline.

Many teams come to Method when their sales reps are juggling spreadsheets, emails, and disconnected systems to track prospects and follow up.

Method helps these companies organize their business processes and connect the steps from lead to invoice without forcing them to abandon the tools they already rely on.

Yes! You can mix and match plans so each user has access to the features they need. That way, you only pay for what each team member actually uses—ideal for growing teams with different roles.

Monthly billing gives you flexibility—you pay one month at a time and can cancel whenever you need. 

Annual billing saves you more in the long run: prepay for 12 months and get a 10% discount on the total price.

All accounts are billed in USD, except for customers in Canada, who are billed in CAD.

You can cancel your monthly subscription anytime with no penalties. The subscription must be cancelled before the billing cycle date.

If you're on an annual plan, your subscription will automatically renew each year unless cancelled before the renewal date. You have a 30-day window to switch to a monthly plan after signing up. After 30 days, your plan remains active until the end of the billing cycle, and unused time is non-refundable.

Yes. You can upgrade immediately at any time or downgrade at the end of your current billing period. Any pricing adjustments will apply on your next invoice.