Method CRM

What is Method CRM?

Method is a CRM built around QuickBooks. A two-way sync engine keeps customers, estimates, invoices and payments identical in both systems, for QuickBooks Online and Desktop. On top of that it runs lead management with web-to-lead forms, estimates with online approval, proposals with e-signatures, invoicing with online payments, work orders, scheduling and dispatching, time tracking and customer portals. Workflows move a record from quote to job to invoice to payment.

Who is it for?

Small businesses that run their books in QuickBooks and want sales, jobs and invoicing in one place without re-entering data. Service and field businesses use the work order and dispatch features. The Multi-entity plan connects several QuickBooks accounts, which suits franchises and multi-location firms. Businesses on Xero or another accounting tool should look elsewhere.

Pricing

Prices are per user per month, billed monthly. Annual prepay gives a 10% discount. New accounts with 3 or more users get 25% off for 3 months (Quick Start $27, Pro $45, Enterprise $73 during the promotion). The 10-day free trial starts on Pro.

• CRM Quick Start: $35, includes QuickBooks integration, lead management, online portals, reports and customization. No financial management or sales pipeline.
• CRM Pro: $59, adds financial management and sales pipeline. Marked most popular.
• CRM Enterprise: $97, the full feature set. Plans can be mixed per user.
• CRM Multi-entity: connect multiple QuickBooks accounts under one dashboard. Talk to the team for a price.

Billing is in USD, or CAD for Canadian customers.

Prices checked on 6 October 2026.

Strengths

• Two-way QuickBooks sync: works with QuickBooks Online and Desktop, so invoices are entered once.
• Quote to cash: quote, convert to job, send invoice and collect payment without re-entering data.
• Mix plans per user: pay for Enterprise features only for the people who need them.
• Customization: add invoice fields, adjust job stages and update workflows.
• Integrations: native links to Gmail, Google Calendar and Outlook, and Zapier to reach 8,000+ apps.

What to consider

• It is built for QuickBooks and is not a general CRM for other accounting systems.
• Quick Start has no financial management and no sales pipeline, so most sales teams need Pro.
• Multi-entity has no public price.
• The 25% promotional discount needs 3 or more users and lasts 3 months.
• The listed prices are monthly. The 10% discount needs a 12-month prepay.

Bottom line

Shortlist Method if QuickBooks is your accounting system and you want quotes, jobs and invoices tied to it. Before buying, check whether you need Pro for the sales pipeline and financial management, since Quick Start omits both.