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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Method:CRM

    Score8.4 out of 10
    N/AMethod:crm is a QuickBooks-integrated, cloud-based CRM platform.

    $25

    per month per user

    WebCRM

    Score7 out of 10
    N/AWebCRM is a simple, cloud-based CRM for SMBs.

    $64

    per month

    Pricing
    Method:CRMWebCRM
    Editions & Modules
    Contact Management
    $25
    per month per user
    CRM Pro
    $44
    per month per user
    CRM Enterprise
    $74
    per month per user
    CRM Multi-Entity
    Custom Quote
    WebCRM
    $23.00
    Per Month Per User
    Offerings
    Pricing Offerings
    Method:CRMWebCRM
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    Method:CRMWebCRM
    Considered Both Products
    Method Integration Inc.
    No answer on this topic
    WebCRM
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    19 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    17 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    19 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    15 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    16 Answers
    No answers on this topic
    Features
    Method:CRMWebCRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Method:CRM and WebCRM
    Feature
    Method:CRM
    8.0
    22 Ratings
    4% above category average
    WebCRM
    -
    Ratings
    Customer data management / contact management8.322 Ratings00 Ratings
    Workflow management8.320 Ratings00 Ratings
    Territory management1.81 Ratings00 Ratings
    Opportunity management8.320 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.920 Ratings00 Ratings
    Contract management8.711 Ratings00 Ratings
    Quote & order management9.118 Ratings00 Ratings
    Interaction tracking9.019 Ratings00 Ratings
    Channel / partner relationship management10.012 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Method:CRM and WebCRM
    Feature
    Method:CRM
    10.0
    2 Ratings
    28% above category average
    WebCRM
    -
    Ratings
    Case management10.01 Ratings00 Ratings
    Call center management9.92 Ratings00 Ratings
    Help desk management10.01 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Method:CRM and WebCRM
    Feature
    Method:CRM
    8.9
    19 Ratings
    16% above category average
    WebCRM
    -
    Ratings
    Lead management8.817 Ratings00 Ratings
    Email marketing9.014 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Method:CRM and WebCRM
    Feature
    Method:CRM
    7.5
    20 Ratings
    1% below category average
    WebCRM
    -
    Ratings
    Task management9.118 Ratings00 Ratings
    Billing and invoicing management10.015 Ratings00 Ratings
    Reporting3.417 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Method:CRM and WebCRM
    Feature
    Method:CRM
    7.7
    18 Ratings
    2% above category average
    WebCRM
    -
    Ratings
    Forecasting8.09 Ratings00 Ratings
    Pipeline visualization9.017 Ratings00 Ratings
    Customizable reports6.017 Ratings00 Ratings
    Customization
    Comparison of Customization features of Method:CRM and WebCRM
    Feature
    Method:CRM
    7.5
    19 Ratings
    0% above category average
    WebCRM
    -
    Ratings
    Custom fields6.419 Ratings00 Ratings
    Custom objects6.418 Ratings00 Ratings
    Scripting environment9.212 Ratings00 Ratings
    API for custom integration8.014 Ratings00 Ratings
    Security
    Comparison of Security features of Method:CRM and WebCRM
    Feature
    Method:CRM
    8.2
    19 Ratings
    1% below category average
    WebCRM
    -
    Ratings
    Single sign-on capability8.117 Ratings00 Ratings
    Role-based user permissions8.319 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Method:CRM and WebCRM
    Feature
    Method:CRM
    10.0
    2 Ratings
    31% above category average
    WebCRM
    -
    Ratings
    Marketing automation10.02 Ratings00 Ratings
    Compensation management10.02 Ratings00 Ratings
    Platform
    Comparison of Platform features of Method:CRM and WebCRM
    Feature
    Method:CRM
    7.4
    15 Ratings
    1% above category average
    WebCRM
    -
    Ratings
    Mobile access7.415 Ratings00 Ratings
    User Ratings
    Method:CRMWebCRM
    Likelihood to Recommend
    8.3
    (24 ratings)
    -
    (0 ratings)
    Likelihood to Renew
    10.0
    (3 ratings)
    -
    (0 ratings)
    Usability
    9.0
    (18 ratings)
    -
    (0 ratings)
    Support Rating
    9.1
    (18 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Method:CRMWebCRM
    Likelihood to Recommend
    Method Integration Inc.
    Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
    Incentivized
    Read full review
    WebCRM
    No answers on this topic
    Pros
    Method Integration Inc.
    • The customization team is brilliant!
    • The various integrations, QBO & Gmail, help me keep track of all customer interactions.
    • The more organized I am, the more time I have to take care of my clients!
    • I have nothing but praise for the support team and the rest of the crew at Method.
    Incentivized
    Read full review
    WebCRM
    No answers on this topic
    Cons
    Method Integration Inc.
    No answers on this topic
    WebCRM
    No answers on this topic
    Likelihood to Renew
    Method Integration Inc.
    No answers on this topic
    WebCRM
    No answers on this topic
    Usability
    Method Integration Inc.
    Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here
    Incentivized
    Read full review
    WebCRM
    No answers on this topic
    Support Rating
    Method Integration Inc.
    The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.
    Incentivized
    Read full review
    WebCRM
    No answers on this topic
    Implementation Rating
    Method Integration Inc.
    Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
    Read full review
    WebCRM
    No answers on this topic
    Alternatives Considered
    Method Integration Inc.
    No answers on this topic
    WebCRM
    No answers on this topic
    Return on Investment
    Method Integration Inc.
    No answers on this topic
    WebCRM
    No answers on this topic
    ScreenShots

    Method:CRM Screenshots

    Screenshot of Simplifies sales process and provides organization with a shared customer list.Screenshot of Strengthens customer relationships to provide better service.Screenshot of Stops sales from slipping through the cracks.Screenshot of Streamlines business processes to make teams happier and more productive.Screenshot of Automates sales processes.Screenshot of Method can be customized to fit a business.