Free 30 day trial. No credit card. No contract.

Pay annually and save 10%, or enjoy the flexibility of paying month-to-month with no comittments!

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View Pricing:

Contact Management




For small businesses who need a simple way to keep customer follow-ups & history all in one place.

Includes essential features like:

  • The best QuickBooks sync.
  • Track contacts & follow-ups.
  • Share calendars.
  • Send email, and more

Mix and match packs so your team has the features they need.
Add or remove packs at any time.

(All Add-on Packs require Contact Management.)

Add-on Packs

Sales Transactions

/ User / Month

For staff who need to create and update sales transactions.

  • Create and update invoices, estimates, payments, sales orders & sales receipts.
  • Accept online payments.
Email Campaigns

/ User / Month

For staff who need to quickly create and send bulk emails.

  • Filter and segment customer lists.
  • Create and send bulk emails.
Sales Pipeline

/ User / Month

For sales managers and staff who want to grow revenue by focusing on the right deals.

  • Track opportunities and assign to your staff.
  • Use web-to-lead forms to collect info from prospects.
Help Desk

/ User / Month

For support stars who want to wow customers with amazing service.

  • Track support issues & cases.
  • Enable customers to create their own support tickets.
Purchase Transactions

/ User / Month

For staff who need to create and update purchase transactions:

  • Create and update purchase orders to send to vendors.
  • Create and update bills when you receive vendor invoices.

Don't see what you're looking for?

Learn more about our customization services!

Questions? Talk to us!

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Frequently Asked Questions

How does the 30 day trial work?

You and your team can try out Method:CRM free for 30 days, with no risk. There is no contract to sign and no credit card required for your free trial. At any point during the trial you can click on the gear in the top right corner, and go to “subscription” to cancel your account. If Method:CRM is meeting your needs and you want to continue using it after your 30 day trial, you can add your payment info in the “subscription” area.

Can each member of my team be on a different plan?

Yes, absolutely! Mix and match Packs so you only pay for what each staff needs. Our pricing is designed to be as flexible as possible for you and your team.

Which Packs does the trial start with?

The trial starts with the Contact Management + Sales Transactions + Sales Pipeline Packs. Of course, during your Free Trial you can try any Pack you'd like. You can add or remove Packs anytime by clicking on the gear in the top right corner and going to “subscription”.

What is the refund policy?

Your subscription is month-to-month, with no contract. You can cancel anytime by clicking on the gear in the top right corner and going to “subscription”. If you cancel your account you will not be charged again, and you are only responsible for charges already incurred up until your cancellation. Refunds will not be issued and we don't prorate for partial months.

Do I have to sign a contract?

No. Method is a pay-as-you-go service. There are no long term contracts or commitments. You simply pay month-to-month. The responsibility to cancel lies with you, which you can do at any time by going to “subscription”.

What currency will I be billed in?

US, UK, and Australian customers will be billed in USD. Canadian customers will be billed in CAD.

How can I talk to a real person about my questions?

Chat with us live now – it's the easiest way to get a quick answer to your question.

(*) Extra charges may apply

In the case of 3rd party apps, the app developer can set and display their own pricing, which you must agree to before installing the app.

In the case of portals, there is no charge for customers or vendors to log into Method via the portals, provided there is not very heavy usage. Very heavy usage of portal sessions is rare (less than 1% of our users). A portal session is a 5 minute increment of continuous activity in a portal. To be clear, staff logging in to Method regularly, using a non-portal login, are not counted - it's only counted when a special portal login is used, such as when a customer signs in to view or pay a bill. For very heavy usage, the first 500 portal sessions per month are free, and charges may apply thereafter.