A CRM that adapts to every 
role on your team.

You have full access to all features in the CRM Pro plan during your free trial.

If you’d like to explore CRM Enterprise capabilities, you can temporarily enable them during your trial at no extra cost. This way, you can experience every feature before deciding what’s best for your team. If you have questions during your trial, talk to our customer success team at any time.

Yes! You can mix and match plans so each user has access to the features they need. That way, you only pay for what each team member actually uses—ideal for growing teams with different roles.

Monthly billing gives you flexibility—you pay one month at a time and can cancel whenever you need. 

Annual billing saves you more in the long run: prepay for 12 months and get a 10% discount on the total price.

All accounts are billed in USD, except for customers in Canada, who are billed in CAD.

You can cancel your monthly subscription anytime with no penalties. The subscription must be cancelled before the billing cycle date.

If you’re on an annual plan, your subscription will automatically renew each year unless cancelled before the renewal date. You have a 30-day window to switch to a monthly plan after signing up. After 30 days, your plan remains active until the end of the billing cycle, and unused time is non-refundable.

Yes. You can upgrade immediately at any time or downgrade at the end of your current billing period. Any pricing adjustments will apply on your next invoice.

Yes! Method:Field Services is built specifically for service-based businesses. Pricing starts at $18/month for field technicians and $59/month for dispatchers. Speak to our customer success team about savings on multi-user accounts. 

You can try it for free or learn more here.

Absolutely. Our team is happy to help you identify the right plan for your business. Chat with us or schedule a call with our experts.

CRM pricing varies widely depending on the platform, the functionality available and the number of users. 

Method CRM sits in the middle — powerful enough for medium-sized teams, flexible enough for small businesses, and more affordable than most enterprise tools.

Method CRM stands out for its customization, automation, and deep QuickBooks integration.

It’s ideal for small-to-medium businesses looking to streamline operations, reduce manual work, and grow efficiently.

Absolutely! Every trial comes with setup guides, a help centre, and customer success specialists ready to help you understand your needs and map out the right customizations for your team. You’ll also get a free 1-hour session with a Method Expert to bring those customizations to life — need more beyond that? Our expert customization services are available at additional cost, and many customers add a dedicated enhancement package for ongoing support at a fraction of the cost of an in-house resource.

Method CRM integrates seamlessly with QuickBooks, Gmail, Outlook, Zapier, and popular e-commerce and marketing apps. Check out our full list of integrations here.

Absolutely. We follow industry best practices for data privacy and GDPR compliance. Your business data stays safe and accessible only to authorized users. 

You’re always in control of who can access what. Our flexible user permissions let you define roles and limit data visibility by team, department, or individual users—ensuring sensitive information stays protected and only accessible to those who need it.

Yes! Our self-serve import tools make it easy to bring over your contacts, leads, and activities. If you’re migrating from another CRM, our customer success team can help you understand what’s involved. Larger or more complex migrations typically require our customization services — our team will scope this out with you so there are no surprises.