Don’t you just love a workday when everything falls into place – leads are tracked, quotes go out on time, and everything runs like clockwork? That’s what having reliable CRM software feels like.

If you’re tired of messy spreadsheets, this Freshsales vs Method CRM comparison is for you. They’re both great options for customer relationship management, built-in automation, and smooth workflows.

But when you dig a little deeper, they start to look pretty different. We’ll break down functionality, explore key features, and explain how each one fits into your daily operations.

What is Freshsales?

Built by Freshworks, Freshsales launched as part of a larger suite, but it’s now a dedicated platform for lead management, email marketing, and sales automation.

Freshsales works best for businesses that want a sales-focused CRM system and don’t need a lot of customization. It runs well on its own or with other Freshworks tools, and it covers most of the basics out of the box.

You get built-in tools for workflows, contact management, email tracking, and forecasting — an all-in-one sales CRM platform.

What is Method CRM?

Method CRM is a solution built for small businesses, with QuickBooks already well-integrated into its system. It connects directly with QuickBooks Online and Desktop, which means you get real-time visibility into your invoices, customer data, and estimates. 

What makes Method CRM different is how customizable it is. You’re not stuck with stock features or generic templates. You can build custom workflows and dashboards and set up detailed follow-ups, essentially handling every stage of your sales process exactly the way your business runs.

Freshsales vs Method CRM: Side-by-side comparison

Let’s go through each platform’s core features, one by one.

How the features stack up

It’s time to see what these CRMs are actually built to do.

Pricing

Freshsales offers a Free plan for up to three users with Kanban views and email templates. Paid plans start at $9/user/month for lead tools, with Pro ($39) adding AI features and Enterprise ($59) unlocking more roles and permissions. Pricing climbs as automation and CRM features increase.

Method CRM starts at $25/user/month with full two-way QuickBooks sync. Pro ($44) adds workflow automation and customer portals, while Enterprise ($74) supports larger teams with deeper customization.

Freshsales suits early-stage teams looking to close deals fast with built-in tools, but as you get more advanced features, costs rise. Method CRM offers straightforward pricing, and you get the CRM features that matter from the start, which is ideal if your business is past trial mode and ready to streamline real operations.

QuickBooks integration

Freshsales connects to QuickBooks via a built-in integration. You can view customer balances, but you won’t be able to create, edit, or sync records back to QuickBooks.

Method CRM was built for QuickBooks users from the start. It syncs invoices, payments, customer records, estimates, and more in both QuickBooks Desktop and Online. This is why it’s trusted by both accountants and sales teams.

So while Freshsales gives you read-only access to finance data, Method CRM makes QuickBooks an active part of your customer relationship management process.

Workflow automation

Both Freshsales and Method CRM offer automation. Freshsales supports rule-based workflows, email triggers, deal assignments, and activity reminders. You can use Freddy AI for lead scoring and follow-ups. The experience is polished, and it’s useful for those familiar with HubSpot CRM or Pipedrive.

Method CRM goes deeper. You can build custom workflows using drag-and-drop tools. Automate approvals, route invoices, create custom reports, and trigger tasks off QuickBooks changes. It doesn’t come preloaded with a native AI assistant, but it gives you control over every step. 

Freshsales has smart defaults with AI flair. Method gives you the keys to design your business process from scratch.

Ease of use and onboarding

Freshsales has a clean, modern user interface (UI) with little onboarding friction. The mobile app (available on iOS and Android) works well for reps on the go. Most new users can get this up and running without a consultant. Customization is light but manageable.

Method CRM offers guided onboarding and hands-on support. Also available on mobile, the interface is user-friendly but has more depth. It lets you build modules and dashboards tailored to your workflow. That extra power adds a learning curve, but the Method team helps configure it with you.

Freshsales is fast to start, but Method gives you more support and customization.

Contact management and customer experience

Freshsales covers core contact management. With built-in chat, calling, and SMS, it’s great for managing daily customer interactions and sales communications.

Meanwhile, customer records are tied to QuickBooks activity when using Method CRM. You can create portals for clients to track status or upload files. Tag filters, custom fields, and workflow-based reminders let you shape the CRM around your customer journey.

Freshsales is great for tracking sales convos. Method gives you a 360° view tied directly to your financials.

Invoice and billing

Freshsales can’t create invoices on its own. You’ll need QuickBooks or another billing system, although the app does let you see invoice totals and payment status from within the contact record.

Method CRM is tightly integrated with QuickBooks and lets you create, edit, and schedule invoices right from the CRM. You can also send reminders, collect payments, and update records automatically without ever leaving the system.

Freshsales keeps billing separate, but Method builds it into your daily sales flow.

Inventory, project, and e-commerce

Neither tool is a dedicated project management or inventory solution. Freshsales has no built-in inventory tools and focuses on sales opportunities, pipeline, and email. You can connect to other tools like Shopify or Outlook, but these are more sales-enabling than operations.

Method CRM doesn’t do inventory tracking natively either, but because it pulls real-time data from QuickBooks, you can see current stock levels, pricing, and order status as part of the sales process. For teams that sell physical goods and invoice out of QuickBooks, it helps streamline quoting and delivery updates.

This makes Method a stronger choice, as it offers better operational context if your sales team needs to know what’s in stock.

Reporting and dashboards

Freshsales dashboards are built around sales KPIs. Conversion rates, deal status, and revenue projections are easily viewable. Pro and Enterprise tiers unlock insights to help reps and managers prioritize.

Method CRM brings in sales, operations, and finance views, all powered by your real-time QuickBooks data. You can build role-specific dashboards to track open invoices, new leads, overdue payments, or any custom process you’ve designed.

Freshsales focuses on forecasting. Method brings sales and finance together in one view.

API and integrations

Freshsales offers integrations with Microsoft 365, Gmail, Slack, Zoom, and social media tools. You also get webhook support and open APIs to build on top.

Method CRM connects directly with Gmail, Outlook, Mailchimp, Zapier, and others. It also offers a full API for dev teams building custom logic or client portals. You can tie the system into calendars, form tools, and e-commerce systems.

With Freshsales, you’re conveniently connected to your sales stack. Method, however, can connect you to your entire business stack.

Who should choose Freshsales?

Freshsales is built for fast-moving sales teams that want everything in one place without dealing with complicated setups. 

• You run a small sales team that needs to drag deals across a pipeline, send emails, and track calls all from one screen.

• You don’t need heavy customization or QuickBooks integration, and you are focused on managing the sales funnel.
• You’re early stage and want to keep things simple now, with the option to layer in automation and AI as you grow.

Who should choose Method CRM?

Method CRM makes more sense for service-based teams that live inside QuickBooks and need a CRM that works as their business does.

• You’re juggling estimates, invoices, and customer follow-ups, and need a system that keeps your sales and accounting teams in sync.
• You’ve got workflows that don’t fit the average CRM mould, and want something customizable enough to match how your team already works.

• You work with repeat clients and want more control over the customer relationship.
• You want real visibility into project milestones/tasks, sales pipelines, and financials that don’t have to be split across different apps.

FAQs

Is Freshsales CRM free?

Freshsales offers a Free plan for up to three users. It includes basic CRM features like contact management, a visual sales pipeline, email templates, built-in phone, and chat. But if you want workflow automation, lead generation tools, or sales forecasting through Freddy AI, you’ll need to upgrade to a paid plan.

Is Freshsales easy to migrate over to Freshsales Suite?

Yes. It’s a smooth transition. When you move from classic Freshsales to the Suite, your data is cloned and not deleted, so you can test everything first. You get a 21-day window to adjust before switching completely.

How fast does data sync between Method CRM and QuickBooks?

Method CRM syncs with QuickBooks Online and Desktop in real time. That means changes made in either system are reflected immediately in the other. This tight two-way sync is one of Method’s biggest advantages for small businesses that rely on QuickBooks as their financial source of truth.

Which one is better for small businesses?

It depends on how you work. Freshsales is great if you want a cloud-based CRM with built-in email, chat, and native AI. But if your business runs on QuickBooks, Method CRM gives you two-way sync, custom workflows, and tighter control over customer interactions. Method is built for small teams that need real-time data and a customizable CRM that fits how they actually operate.

Freshsales vs Method CRM: What’s the verdict?

Both Freshsales and Method CRM give growing teams a way to stay organized, follow up faster, and keep deals moving forward, so nothing slips through the cracks.

Freshsales leans into built-in communication tools, AI-driven lead scoring, and fast onboarding. It’s a solid pick for teams starting from scratch who want everything in one clean, modern UI.

Method CRM is the go-to choice for this: giving QuickBooks users full control over their customer information, sales workflows, and invoicing. It’s flexible, powerful, and built to grow with small businesses that need more than off-the-shelf CRM features.

If you’re tired of patching together spreadsheets, email chains, and stale sales data, Method CRM keeps your tools and your team in sync.Try Method CRM free today and finally get a system that works the way your business does.

Choosing the right CRM can feel like finding a good show to watch on Netflix. With so many options, it’s easy to get overwhelmed. But when it comes down to it, your decision should focus on what your business really needs. Are you looking for an all-in-one ERP that does everything but walk the dog or a QuickBooks-integrated CRM that keeps your sales team humming?

In this article, we compare NetSuite vs Method CRM to help you decide which is better for your business. We’ll look at pricing, features, ease of use, and more without drowning in tech jargon.

What is NetSuite?

NetSuite is a cloud-based enterprise resource planning or ERP system from Oracle that features financial management, inventory management, project management, e-commerce, and CRM tools.

It offers strong core capabilities across modules but is designed for mid-sized to large, growing businesses with complex operations.

Some of NetSuite’s key strengths are:

• End-to-end financial processes in one unified system
• Built-in CRM, customer service, and lead management capabilities
• Marketing automation, email templates, and campaign tracking of the sales pipeline
• Real-time dashboards for forecasting and business processes
• Native support for e-commerce workflows with inventory and order processing
• Scalability across geographies, divisions, and lines of business

The trade-off is that NetSuite complexity and scalability require more resources to set up, train and maintain. You might use IT or external providers for implementation support, especially where custom modules or advanced workflows are concerned.

What is Method CRM?

Method CRM is a cloud-based system built specifically for QuickBooks users. It is packed with handy features that help small businesses and service providers manage their sales leads, customer data, and invoices without the fuss of a full ERP system.

Method CRM brings together contact management, lead management, workflows, invoices, and email marketing automation all in one central place with real-time, two-way sync to QuickBooks Online or Desktop.

You can easily build your own automated workflows, such as sending a follow-up email after a new lead is added or triggering a task in the sales process when an invoice is overdue. There’s no code required, just clean drag and drop configuration supported by templates, tutorials and live customer support.

Method CRM is a good fit for businesses that need a powerful CRM solution with strong QuickBooks CRM integration and the ability to streamline daily operations without the learning curve of an ERP.

Key features comparison table for NetSuite and Method CRM

Here’s a side-by-side comparison of Method CRM and NetSuite to help you see how they stack up.

In-depth feature breakdown: NetSuite vs Method CRM

Let’s dive deeper into the key features of NetSuite and Method CRM to see which one better fits your business needs.

Pricing

Method CRM offers simple monthly plans per user. All features are clearly listed to align with business needs. You can scale up or down, and you’ll know your costs from day one.

NetSuite requires custom quotes that vary based on modules and the number of users. Setup and maintenance costs often add up. It’s powerful, but the overhead of customer relationship management isn’t cheap.

For flexibility and predictable budgeting, we recommend Method CRM. For large-scale enterprise solutions where cost is less of a concern, NetSuite is a strong option.

QuickBooks integration

Method CRM is purpose-built for QuickBooks, making it the most user-friendly option for QuickBooks users. You can create invoices, estimates, and customers in either Method or QuickBooks, and the other platform always syncs in real time.

NetSuite does not support QuickBooks directly. You’ll need third-party tools to connect them, which complicates data flow and reliability.

If you are already on QuickBooks, Method CRM gives you a seamless connected experience.

Workflow automation

Method CRM offers robust automation right out of the box with drag-and-drop workflow builders. That means automating lead intake, status changes, email follow-ups, and invoice reminders without tech help.

NetSuite offers enterprise-level process automation and advanced features, but it often requires professional implementation and developer time. It has wide functionality in business operations but limited accessibility for non-technical users.

For fast deployment and admin-level control, Method CRM is easier to work with for non-IT staff.

Ease of use and onboarding

Method CRM is designed to be intuitive with built-in templates, screenshots, tutorials, and responsive customer support. Most users can self-onboard in days.

NetSuite, on the other hand, is feature-rich but complicated. It often requires formal training and deeper investment to use well.

If training and user adoption are a concern, we suggest Method CRM.

Contact management and customer experience

Both platforms give you a central place to store customer information, but Method focuses on visual simplicity and ease of use. You can access invoices, jobs and interactions in one simple view through your own permissions.

NetSuite manages mass customer data and segments for global operations, but requires expert configuration to avoid clutter.

For small to mid-sized teams, Method CRM offers just the right mix of customer data without overload.

Invoice and billing

Method CRM creates QuickBooks-synced invoices, estimates, and payments directly through email or the customer portal. Everything stays in sync without double data entry.

NetSuite includes enterprise-grade invoicing built directly in. However, it’s part of its overall financial ERP architecture and is less friendly for QuickBooks users.

If you live in QuickBooks, Method CRM delivers efficiency and reliability.

Inventory, project, and e-commerce

NetSuite offers advanced inventory management, e-commerce engines, web stores, and full project management with task dependencies.

Method CRM can integrate with third-party inventory and e-commerce platforms, but focuses on sales workflows rather than ERP.

For deep e-commerce or inventory control, NetSuite has a clear advantage.

Reporting and dashboards

Method CRM dashboard tools are designed for sales teams with metrics like pipeline progression, open invoices, and return customer rates updated in real time.

NetSuite offers deep analytics, including forecasting and cross-departmental KPIs, but setting it up requires IT assistance.

For easy day-to-day insights, Method CRM delivers a better experience to business owners and service teams.

API and integrations

Method CRM has a well-documented API that makes integration with tools like Gmail, Mailchimp or Stripe easy. You can build exports and new automations without code.

NetSuite provides a full API suite but requires deeper technical knowledge or certified partners to use it effectively.

For DIY integrations, Method CRM is more accessible.

Who should choose Method CRM?

Choose Method CRM if you are a small business or service provider already using QuickBooks Online or Desktop, and you’re looking for:

• A CRM solution that integrates with invoices, quotes, and financials in real time
• Flexible workflow automation and lead management systems
• A user-friendly interface with fast onboarding and great customer support
• Clean CRM features for contact management, dashboards, and email automation
• Transparent pricing so your budget stays in control
• A tool that can scale with you without needing developers or IT staff

Who should choose NetSuite?

Choose NetSuite if your business requires:

• Full-scale enterprise resource planning with financial management, inventory, project logistics, and e-commerce
• Advanced modules and global process control
• An ERP ecosystem that can scale across divisions and countries
• Strong forecasting, multi-currency operations, and risk management
• Support for long, complex workflows across the finance, supply chain, and sales
• Budget and access to expert consultants and developers

FAQs

Still have questions? Here are some answers to help you decide between Method CRM and NetSuite.

Is NetSuite a CRM or ERP?

NetSuite is an ERP with a built-in CRM module. It offers tools for lead management and customer tracking but has a strong focus on finance, inventory, and operations.

Does Method CRM work with QuickBooks?

Yes. Method CRM provides real-time two-way sync with both QuickBooks Online and Desktop to keep your invoices, payments and customer records aligned automatically.

Does Method support Xero?

Yes. Method CRM also supports Xero, allowing users to choose between popular accounting software options.

Can I customize workflows in Method CRM?

Absolutely. Method CRM includes an easy drag and drop builder where you can define workflows, triggers, and email templates. No coding needed.

Can NetSuite handle e-commerce and inventory?

Yes. NetSuite includes the inventory, order, and e-commerce modules to serve product companies and global retailers.

Which one is better for small businesses?

Method CRM is built for small teams and QuickBooks users. NetSuite is designed for a more complex enterprise scale.

Final thoughts

Let’s recap.

If you use QuickBooks and want a CRM that is easy to use and automates your workflows into sales and customer activities, Method CRM is a smart choice. It keeps things real with accurate invoices and offers flexible automation without requiring code.

If you need power, scale, and global ERP with deep inventory and financial control, NetSuite may be the right solution, but you’ll need to consider its complexity and cost.Take time to consider your current systems, team capacity, and future needs. Then choose a tool that helps your business improve instead of burdening it.

Running a business is complicated. And when you’ve got a lot on your plate, your CRM should simplify the chaos, not add to it.

Tired of tracking leads in spreadsheets, struggling with disconnected systems, or just need better visibility across your operations? It’s time to pick a CRM that actually fits your workflow.

Introducing today’s contenders: Method CRM vs Odoo.

They’re both popular CRM solutions, but they take very different approaches. If you’re comparing the two, you’re probably wondering which will help you get more done, without dragging your team into a maze of clunky menus, complex setups, or costly add-ons.

Let’s break down the key differences, from ease of use to integrations to price. By the end, you’ll know which CRM system makes more sense for your business.

Quick comparison: Method CRM vs Odoo at a glance

What Is Method CRM?

Method CRM is a cloud-based customer relationship management platform built for small businesses, specifically those that run on QuickBooks. It’s best known for its deep two-way QuickBooks sync, user-friendly interface, and ability to customize workflows without needing a developer.

From lead tracking and estimate approvals to customer portals and payment collection, Method is designed to streamline every step of your sales process and customer interactions.

If you’re a service-based business that lives in QuickBooks but needs more automation, better follow-ups, and a centralized CRM system, Method hits the sweet spot.

What Is Odoo?

Odoo is an open-source ERP platform with a built-in CRM module. It’s part of a larger suite that includes tools for accounting, inventory, marketing, HR, and more.

You can start using Odoo CRM for free with basic features, but to unlock its full power, especially for things like advanced workflows or integrations, you’ll need to add paid modules or hire developers.

Odoo works best for businesses looking for an all-in-one business management platform. It’s flexible, but requires more setup and maintenance, especially for non-technical users.

Comparing Method CRM vs Odoo by feature

Choosing the right CRM system is more than just checking off a list of features. It’s about finding a solution that fits how your team works, sells, and interacts with customers every day. When comparing Method CRM vs Odoo, the differences become clear once you look at how each tool supports real business needs.

Method CRM is built specifically for small and mid-sized service-based businesses. It offers deep QuickBooks integration, a clean user interface, and no-code customization that lets teams work smarter without needing technical support. It’s designed for ease of use and flexibility, helping you streamline your processes and save time.

Odoo is a broader ERP platform that includes CRM capabilities along with tools for finance, HR, inventory, and more. While this makes it powerful, it also adds complexity. Businesses may need developers or consultants to set it up correctly and unlock all of its features.

To help you make an informed decision, we’ve compared both platforms across key features like pricing, automation, integrations, and usability. Whether you’re prioritizing simplicity or scale, this breakdown will help you choose the CRM that fits your business best. Let’s take a closer look at how they stack up.

QuickBooks integration

Let’s start with one of the biggest differentiators.

Method CRM offers the most powerful QuickBooks integration on the market. It boasts two-way sync with both QuickBooks Online and Desktop, meaning no duplicate entry and real-time updates across your CRM and accounting.

With Method, you can:

• Create estimates and invoices in Method and sync them to QuickBooks instantly
• Let customers approve estimates or pay online
• View real-time balances and payment history inside the CRM

Odoo, on the other hand, doesn’t offer a native QuickBooks integration. You’ll need to use a third-party connector, and even then, it only works one-way. That means you’ll still end up switching tabs or doing manual work.

Winner: Method CRM

Customization

Every business works a little differently. Your CRM should fit your flow, not force you into theirs.

Method CRM makes this easy. Its drag-and-drop customization engine lets you tweak forms, automate workflows, or create entirely new apps, all without writing code.

When you’re ready to add a custom field, build a quote approval process, or create a follow-up system that fits your team, Method gives you the tools to make it happen.

Odoo is also highly customizable, but it’s built for developers. If you want to change the interface or business logic, expect to use Python or hire a pro. For some companies, that’s great. For others, it’s a barrier.

Winner: Method CRM (unless you’ve got devs on deck)

CRM features

Both platforms cover the CRM basics: contact management, lead tracking, pipelines, task management, and reporting.

Where they differ is in depth and usability.

Method CRM offers features like:

• Automated lead capture and follow-ups
• Activity tracking and appointment scheduling
• Estimate, invoice, and payment handling
• Customer self-serve portals
• Real-time dashboards and customizable reports

It’s all built with the goal of helping you close deals faster and increase customer satisfaction without all the extra clicks.

Odoo CRM includes strong pipeline management and lead scoring tools. But many features (like email marketing, reporting, or customer support tools) require paid add-ons or separate modules. The UI also feels more like an ERP, which might be overwhelming for sales teams.

Winner: Method CRM for ease and sales automation, Odoo if you want deeper ERP tools

Pricing

This is where things can get a little tricky.

Odoo markets itself as free, and it is, for one app and one user. But once you start adding modules (CRM, invoicing, help desk, etc.) and team members, the costs stack up quickly.

There are also hosting, support, and customization costs to consider if you go the open-source route.

Method CRM starts at $25/month per user and includes:

• Full CRM functionality
• Two-way QuickBooks sync
• Unlimited customizations
• Customer portals
• Email support and onboarding (phone support on higher tiers)

It’s simple, transparent pricing with no surprise modules.

Winner: Depends on your needs. Method is more predictable, Odoo may be cheaper if you only need basic tools.

Ease of use

This one’s pretty clear-cut.

Method CRM is built for non-technical users. The interface is intuitive, the setup is fast, and everything feels familiar if you’ve used QuickBooks or G Suite.

You don’t need a training session to get started. And if you want help, Method’s support team is just a phone call away.

Odoo, while powerful, has a steeper learning curve. You’ll need to explore menus, understand modules, and possibly train your team to use the system properly.

Winner: Method CRM

Who should choose Method CRM?

Method CRM is a top pick if you run a service-based business — think landscaping, construction, cleaning, and other field-based industries — and you want a CRM that works with you, not against you.

Here’s why Method stands out:

• QuickBooks integration: Method offers two-way sync with QuickBooks, keeping your financials and customer data updated automatically with no manual re-entry or reconciliation.
• No-code customization: Build your own lead management flows, estimates, invoices, and customer lifecycle stages using drag-and-drop templates. You don’t need developers or expensive third-party help.
• Real-time visibility: Monitor your sales pipeline, service operations, and project management through custom dashboards that show exactly what’s going on at any given moment.
• Seamless communication: Integrated with Gmail and Outlook, Method lets your team track emails and stay on top of customer interactions from one central place.
• Flexible API access: Need to expand? Developers can build custom connections and automations through Method’s robust API.
• Support and speed: With responsive customer support, in-depth tutorials, and a clean, user-friendly interface, Method is built for teams that want to move fast and skip the tech headaches.

If you’re comparing providers like Zoho or Odoo and your top priorities are ease of use, rapid deployment, and process optimization, Method CRM delivers without the bulk or learning curve of an ERP.

Who should choose Odoo?

Odoo is a better fit if you’re managing a complex, multi-department business and need more than just a CRM. For example, if you’re looking for a full ERP platform with broad functionality and room to scale.

Here’s where Odoo excels:

• All-in-one ERP: Odoo includes modules for everything, including CRM, inventory management, accounting, HR, billing, and even e-commerce, all in one platform.
• Built for developers: If your team includes developers or IT specialists, you can take advantage of extensive customization through APIs, custom templates, and backend configuration.
• Advanced business tools: For product-heavy or logistics-focused businesses, Odoo offers robust project management, order fulfillment, and marketing automation features. You’ll also find smart forecasts, customer segmentation, and lifecycle tracking tools.
• Flexible deployment: Choose between cloud or on-premise installations based on your data control preferences or compliance needs.
• Deep integrations: Connect Odoo with your existing software stack, including accounting, social media, help desks, and ticketing systems.

That said, there’s a trade-off:

• Odoo requires more setup time
• Many features demand technical know-how
• You’ll often need to dig through screenshots, walkthroughs, and support docs to get started

Bottom line? Choose Odoo if:

• You want a unified platform to run your entire business.
• You have the technical resources to handle implementation.
• You value complete control over your system, from marketing campaigns to HR.

It’s a solid choice for companies with complex needs and the bandwidth to handle a longer ramp-up.

Final verdict: Method CRM vs Odoo

Both Method and Odoo have their strengths.

Odoo shines when you need an all-in-one ERP solution and are ready to invest in custom development.

But if you’re looking for a CRM that plays nice with QuickBooks, is easy for your whole team to use, and lets you automate without code, Method CRM is the winner.

It’s purpose-built for small and mid-sized businesses that want to move faster, serve better, and stop living in spreadsheets.

Bonus: Method CRM works the way you work

Afraid of your team messing with your sensitive QuickBooks data?

Integrate with Method CRM to give everyone complete visibility into your business performance without impacting your financials. Method centralizes your lead and customer data to provide your whole team with the full picture, without the risk of someone messing up your books.

Plus, with real-time dashboards, automated workflows, and customer self-serve portals, Method helps you stay efficient and impress your clients at every stage. Ready to ditch the spreadsheets and simplify your CRM? Try Method CRM free today and see what streamlined growth really looks like.

Sick of software that overpromises but always underdelivers? Running a business is already a full-time job in itself, so the last thing you’d want is a customer relationship management system that contributes to the mess. 

The good news is that there are many excellent CRM platforms in the market, two of which are Method CRM vs Thryv. They’re both solid tools, but only one will fit the way you specifically work. Each of them caters to different types of businesses and has its own set of strengths. 

In this article, we’re breaking down the factors that actually affect your day-to-day. By the end, you’ll have a clear answer and no more CRM-induced headaches. 

Let’s get into it.

What is Method CRM?

Method CRM is a cloud-based CRM platform that’s built specifically for businesses that use QuickBooks as their accounting backbone.

What makes Method stand out is its real-time, two-way sync with QuickBooks, giving you complete visibility into customer transactions, invoices, and activity, without having to jump between systems.

Yet there’s more to Method CRM than being a sync tool. It’s designed for teams that need flexibility. You can build customizable workflows, automate follow-ups, create approval systems, and manage every aspect, from estimates to payments, in one platform.

Method gives you full control over how your CRM system works, so it can match your workflow no matter how you operate.

What is Thryv?

Thryv is an all-in-one CRM software built for small businesses, especially those in service industries. It’s for owners who want simple tools to manage customers, book appointments, send invoices, and get paid — and don’t want to deal with setup headaches or figure out integrations.

Everything lives in one place: customer messages, reviews, payments, calendars, and even social media posts. The appeal is that you can log in and get to work fast without having to chase down separate apps for email marketing, scheduling, or payment processing.

That said, it’s not built for complex workflows that need detailed lead management, advanced reporting, or a fully customizable sales process. If your top priority is a unified system to ease everyday operations, Thryv could be a great fit.

How Method CRM and Thryv stack up

Here’s how Method CRM and Thryv compare across key features.

Breaking down the features: Method CRM vs Thryv

It’s time to get down to the nitty-gritty. We’ll walk through what each tool actually does, and tackle which one feels like it was built more for your daily grind.

Pricing

Method CRM starts at $25 per user/month, with Pro and Enterprise tiers offering extra features for businesses that need it.

Thryv charges by location. It begins around $244/month, but there’s a free “Command Center” version that covers basics like messaging and invoice creation. To get features like marketing automation, social media, and full payment processing, though, you’ll have to upgrade.

If you’re adding users and growing a process-heavy team, Method gives you more flexibility per dollar spent.

QuickBooks integration

Both platforms sync with QuickBooks, but the way they connect and what they actually sync vary quite a bit.

Thryv uses a manual sync via Web Connector for customers, invoices, estimates, and payments, which updates every 12 hours.

Meanwhile, Method CRM offers real-time sync with both QuickBooks Online and Desktop, covering sales orders, items, custom fields, and refunds without extra plugins or sync delays.

Method clearly wins this round if your accounting needs to be spot-on and instant.

Workflow automation

Method CRM lets you build custom pipelines, automatic follow-ups, approval steps, and triggers, no coding necessary.

Thryv lets you use basic automation tied to built-in templates: automated appointment reminders, follow-up messages, and straightforward drip campaigns.

For real control and automation muscle, Method delivers more functionality. But if you want quick setup and basic tracking, Thryv’s user-friendly flows get the job done.

Ease of use and onboarding

Thryv is designed for fast setup and simplicity. It offers prebuilt templates and a clear dashboard, which makes it easy for business owners to hit the ground running. The mobile app works on iOS and Android, making it handy for business owners on the go.

Method CRM gives you more control, but the setup takes a bit more effort. That said, it’s still intuitive for non-technical users, thanks to drag-and-drop builders and a clean UI. Onboarding support is hands-on, and the mobile app, also available on iOS and Android, means you can manage leads, contacts, and invoices from anywhere.

If you want to hit “go” right away, Thryv gives you that. But if you’re planning to scale and need more customization without losing mobile access, Method is built for it.

Contact management and customer experience

Thryv covers the essentials: customer notes, custom fields, integrated messaging, booking history, and review tracking. Its system keeps things tied to the customer profile, so you don’t lose context.

Method CRM nails contact management with tags, history, activity tracking, roles, and permission levels tailored to your team. This way, you can give a more personalized customer experience at every stage.

Method is the go-to choice for managing growing customer data. Thryv hits the sweet spot for local service check-ins and quick responses.

Invoice and billing

Method CRM creates invoices, estimates, and payments synced to QuickBooks automatically. You can send reminders or trigger workflows around overdue payments.

Thryv builds and sends invoices inside the app, processes payments through ThryvPay (cards, ACH), and automates reminders. However, these sync to QuickBooks on a schedule, not instantly.

For QuickBooks users who need synced billing, Method wins. But if you’re fine keeping billing within a single app, Thryv handles it neatly.

Inventory, project, and e-commerce

While neither platform is full-blown management software like an ERP, both offer tools to help businesses stay on top of tasks and projects.

When it comes to project management, Thryv offers a unified space for small business owners to handle scheduling, task assignments, and client follow-ups. It’s made for service providers who want to manage bookings, appointments, and team responsibilities without switching between platforms.

Method CRM gives you more options for managing projects and operations. While it doesn’t have built-in inventory management, it integrates with platforms that do. Its customization options enable you to build job tracking or project workflows tailored to your team.

Thryv supports day-to-day business management right out of the box. Method makes sense if you’re looking for a specific solution and are ready to set it up.

Reporting and dashboards

Method CRM offers custom dashboards that connect your metrics to financial data and sales activity. It’s flexible and customizable.

Thryv has prebuilt widgets showing booking counts, reviews, payment activity, and engagement with marketing and management tools. It’s easy to read, but can’t be easily tweaked.

Want numbers your way? Method delivers. Want quick insights without setup? Thryv offers that.

API and integrations

Method CRM includes a full REST API and integrates with Gmail, Outlook, Zapier, Mailchimp, Hubspot, and more. You’re free to plug and build.

Thryv sticks mostly to built-in functionality: email, SMS, social media, and payments in-house. There are some app integrations, but it’s not built for heavy API use.

If you’re into integration and extensions, Method’s platform gives you the power. If you’d rather stay inside a single tool with fewer moving parts, Thryv aims for simplicity.

Who should choose Method CRM?

If your sales pipeline is already set up in QuickBooks but your team is stuck juggling spreadsheets, Method CRM gives you power, control, and flexibility without overwhelming your ops.

Choose Method CRM if you:

• Run a business that already uses QuickBooks Online or Desktop.
• Want workflow automation with triggers, custom pipelines, and follow-up reminders.
• Rely on detailed contact management with roles, permissions, tags, and activity tracking.
• Prefer a customizable dashboard tied directly to sales and financial data.
• Need a CRM that’s easy to use, but powerful enough to grow with your team.

Who should choose Thryv?

If you’re running a local service business and want everything in one place, Thryv is the fast, no-fuss setup made for you.

Choose Thryv if you:

• Want an all-in-one tool for marketing campaigns, reviews, booking, messaging, and payments.
• Prefer quick setup with minimal customization or tech hassles.
• Like using prebuilt widgets to see bookings, payments, and reviews at a glance.
• Don’t need real-time QuickBooks sync; just simple, in-app billing and automation.

FAQs

Do I have to use QuickBooks to run Method CRM?

Yes. Method CRM is built around QuickBooks, offering seamless two-way sync with both QuickBooks Online and Desktop. You can’t use Method without connecting to QuickBooks.

Can I use Method CRM and Thryv on mobile?

Yes. Both Method CRM and Thryv offer apps for iOS and Android, so you can manage invoices, leads, bookings, and follow-ups on the go.

How can Method CRM and Thryv help me run marketing campaigns?

Method seamlessly integrates with tools like Mailchimp, Gmail, and Zapier for email workflows and automated follow-ups. Thryv gives you email, SMS, and social media marketing campaigns in‑app, with no add-ons needed.

How long does it take to sync QuickBooks data into Method CRM?

Once connected, your data, like customers, invoices, and items, syncs with Method CRM in about 15–30 minutes. After that, it updates in real time.

What is the best option for small businesses?

Method CRM is ideal for QuickBooks users who want control and customization, while Thryv suits businesses looking for an all-in-one platform with fast setup and built-in tools. Both are reliable CRM platforms that help teams stay organized, manage leads, and improve the customer experience.

Final Thoughts: Method CRM or Thryv?

Both CRM platforms bring value to the table, but it really comes down to what your business needs most. If you’re looking for a unified solution with minimal setup, Thryv offers a clean solution that works well straight away for local service providers.

But if you want a system that can grow with you, Method CRM gives you deeper functionality where it counts. You get real-time accounting sync, flexible workflows, and full control over your sales pipeline, invoice automation, and contact management — all without compromising your books.

Try Method CRM for free today to see how it keeps your customer relationship management and accounting aligned. You’ll spend less time fixing errors and more time growing your business. No more spreadsheets. Time to level up.