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.

Billed annually - save 10%

Contact Management


Per user per month

Billed annually

Simple lead and customer management to help you close deals and drive repeat business.

Most popular



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
Workflow automation
Email campaigns
Custom reports
Sales receipts
Sales opportunities
Customer support cases
DIY customization
Free hour with customization expert
Professional customization services
Zapier integration
Gmail add-on
Outlook add-on
Mailchimp integration
Google Calendar integration
API access
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 apply

Try CRM Pro free for 30 days

Frequently asked questions

Which features can I use during my free trial?

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.

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

Yes, absolutely. You can mix and match plans so you only pay for the features each user needs.

What’s the difference between monthly and annual billing?

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.

What currency will I be billed in?

We bill in USD for all our customers except those from Canada. Canadian customers are billed in CAD. 

What is your cancellation policy?

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.

Do you offer special discounts for nonprofit organizations?

Yes! We have a CRM called Method:Donor that is designed and priced specifically for nonprofits. Click here to learn more.

Can I talk to a real person about my options?
Of course — chat with us or give us a call at 1-888-925-6238. Our team is happy to help you figure out which plan is right for you.

Streamline your business with Method:CRM

Start your 30-day free trial — no credit card, no contract.