Medical device CRM software
Leverage task automation, centralize your customer data, and gain real insight into your sales process, pipeline, orders, and overall business health with Method CRM.
- Free 14-day trial
- No credit card required
- No-contract trial
A smarter way to run your medtech sales and operations
1,600+ 5-star reviews don’t happen by accident. Businesses just like yours love us.
4.7/5
4.5/5
4.3/5
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4.4/5
Streamlined sales workflows
Real-time dashboards and forecasting
Distributor and provider management, all in one system
- Manage distributor agreements and buying patterns
- Track provider outreach, education events, and service follow-ups
- Coordinate case schedules and field inventory needs
- Maintain accurate relationship records across teams
The #1 CRM for QuickBooks
The manufacturer CRM loved by businesses just like yours
18k+
Users trust us
2M+
Estimates created
14yrs
Helping businesses thrive
Create CRM workflows that match how you work
No two companies operate the same way, and in the medical device industry, every company will have its own ecosystem. Method’s customization services allow you to tailor all of your workflows, forms, reports, and automation to fit your unique business needs.
FULLY CUSTOMIZABLE
Finally, a solution that works the way you do
You’re the expert of your business. Work with our team to build a solution that works exactly how you want it to.
And don’t worry, Method can connect to your favorite apps too:
+ more
And don’t worry, Method can connect to your favorite apps too:
+ more
We’ve doubled our revenue in the past three years. Without Method, it would have been nearly impossible.
Glenn Taylor
CEO at Container One
Empowering the commercial side of medtech
Method CRM is ideal for medtech organizations that need strong sales and operational coordination, without the complexity of hospital, EHR, or HIPAA-regulated patient management tools.
Method offers:
• Support for device lifecycle workflows and supplier relationships
• Permission-based access controls with advanced security
• Solutions for sales, operations, customer service, and inventory-related data
Why medical device companies choose Method
Customizable to your business: Adapt every workflow, form, and report to fit your needs.
Eliminate bottlenecks: Automate repetitive tasks that slow reps down and free your team to focus on selling.
See everything in real time: Track pipelines, forecasts, and margins instantly with dynamic dashboards.
Connect your entire system: Integrate seamlessly with QuickBooks and your favorite tools to keep data in sync.
Grow with confidence: Secure, scalable, and backed by a responsive team.
Use cases in the medical device industry
| Role | How Method Helps |
|---|---|
| Sales reps | Manage territories, track leads, automate follow-ups, and close deals more efficiently. |
| Sales managers | Gain real-time visibility into pipelines, performance metrics, and forecasting accuracy. |
| Distributors | Submit reorders and collaborate with your team in one system. |
| Providers (HCPs) | Receive organized outreach, education coordination, and device support communication. |
Get Started
See what Method can do for your business
Let’s talk!
Talk to our sales experts to see how Method can work for your business and help you grow.
Try Method for free!
Get started today with a free 14-day trial.
No commitment or credit card required.
Medical device CRM FAQs
Automating your medtech operations by using a software like Method CRM allows you to reduce manual work and mundane tasks like data entry and territory management, while focusing on the part of the business that brings in money: the sales.
Look for a CRM that is customizable and data-driven—one can be plugged into your workflows with ease. Find a solution that integrates with your ERP/accounting system and gives you a view of your pipeline and forecasting.
A CRM helps centralize customer data, streamline sales workflows, improve forecasting accuracy, and increase collaboration with the sales team. It’s an omnichannel solution for all parts of the business, which leads to more customer engagement and more customer satisfaction.
Method is a flexible CRM solution built for customer relationship management. Your team can log sales activities, forecast the sales pipeline, and coordinate medical device sales with health care providers and distributors. Configurable workflows speed follow-ups, routing, and data entry, streamlining handoffs from lead to order.
Yes. While Method isn’t a replacement for a quality management system (QMS), it supports regulatory compliance in life sciences and medical devices with role-based permissions, audit history, required-field rules, document control, and e-signature integrations. Centralized customer relationship management keeps provider interactions, approvals, and evidence organized for reviews and audits.
Method is a unified platform that connects your distributor channels and provider teams in one place, streamlining quotes, pricing, inventory checks, and post-sale service with automated workflows. Alerts and dashboards surface risks and next steps, so distributors and care teams act faster and close gaps across the sales and service cycle.