Find the right CRM plan for your team

Icon of money entering a slot Add-on All features    

Features Contact Management CRM Pro CRM Enterprise
 QuickBooks 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 Icon of money entering a slot
 View and create bills Icon of money entering a slot
 Contact management
 Customer management
 Vendor management
 Unlimited contact records
 Unlimited custom fields
 Communication history
 Add tags
 Custom list views
 Manage customer support cases Icon of money entering a slot Icon of money entering a slot
 Let customers submit support cases through portals Icon of money entering a slot Icon of money entering a slot
 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 Icon of money entering a slot Icon of money entering a slot Icon of money entering a slot
 Reports
 Custom reports
 Dashboards
 Customization
 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 Icon of money entering a slot Icon of money entering a slot Icon of money entering a slot
Features CM Pro CE
QuickBooks 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 Icon of money entering a slot
View and create bills Icon of money entering a slot
Contact management
Customer management
Vendor management
Unlimited contact records
Unlimited custom fields
Communication history
Add tags
Custom list views
Manage customer support cases Icon of money entering a slot Icon of money entering a slot
Let customers submit support cases through portals Icon of money entering a slot Icon of money entering a slot
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 Icon of money entering a slot Icon of money entering a slot Icon of money entering a slot
Reports
Custom reports
Dashboards
Customization
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
Icon of money entering a slot Icon of money entering a slot Icon of money entering a slot

Once you sign up for a 30-day free trial, all features from our CRM Pro plan will be added to your account automatically. You can also add more features, including those in our CRM Enterprise plan and our email campaigns add-on, during your free trial.

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We know one size doesn’t fit all, especially for small businesses. That’s why we have a team of expert consultants who can customize Method:CRM so it’s just right for you.

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