CRM pricing that suits your business
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Contact Management
$25
Per user per month
Billed annually
Simple lead and customer management to help you close deals and drive repeat business.
Most popular
CRM Pro
$44
Per user per month
Billed annually
Powerful QuickBooks CRM to help you simplify your sales process and get paid faster.
Enjoy the flexibility of plans that scale with you, with no limit on the number of paid users you can add to your account.
| Features |
Contact Management |
CRM Pro |
|---|---|---|
QuickBooks integration
| Real-time, two-way sync with QuickBooks |
|
|
| Add customers and vendors |
|
|
| 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 management
| Lead management |
|
|
| Customer management |
|
|
| Vendor management |
|
|
| Unlimited contact records |
|
|
| Unlimited custom fields |
|
|
| Communication history |
|
|
| Add tags |
|
|
| Custom list views |
|
|
| Self-serve contact portals |
|
|
| Accept payments through contact portals |
|
|
| Manage customer support cases |
|
|
| Let customers submit support cases through portals |
|
|
Sales pipeline
| Sales opportunities |
|
|
| Custom opportunity stages |
|
|
| Web to lead forms |
|
|
Communication & productivity
| Send emails |
|
|
| Email templates |
|
|
| Activity management |
|
|
| Activity reminders |
|
|
| Calendar |
|
|
| Workflow automation |
|
|
| Email campaigns |
|
|
Reports
| Custom reports |
|
|
| Activities |
|
|
| Estimates |
|
|
| Invoices |
|
|
| Sales receipts |
|
|
| Sales opportunities |
|
|
| Customer support cases |
|
|
Customization
| DIY customization |
|
|
| Free hour with customization expert |
|
|
| Professional customization services |
|
|
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 |
|
|
Additional charges applyTry CRM Pro free for 30 days
Frequently asked questions
All of them! When you start your free trial, your account will automatically include all of the features in our CRM Pro plan. You can also try our add-on features during your trial.
Yes, absolutely. You can mix and match plans so you only pay for the features each user needs.
With monthly billing, you pay for your account one month at a time. With our annual prepay plan, you get a 10% discount on your account by paying for 12 months upfront.
We bill in USD for all our customers except those from Canada. Canadian customers are billed in CAD.
If you are paying month-to-month, you can cancel your account anytime.
If you sign up for an annual prepay plan, there is a 30-day grace period during which you may switch to a monthly plan without penalty. After 30 days, if you wish to cancel your account before the end of your prepay period, you will not be eligible for a refund.
Yes! We have a CRM called Method:Donor that is designed and priced specifically for nonprofits. Click here to learn more.
