CRM & Sales
Method CRM
by Method Integration Inc.
QuickBooks-native CRM for customer records, lead management, quote-to-cash, portals, and accounting sync. It works across trades, best suited to small and mid-sized businesses. Pricing is from $35 to $97/mo.
At a glance
- Best for size
- SMB
- Integration model
- Best-of-breed
- Built for
- General-purpose
- Agent / API
- Open API
- Partner
- Unpartnered · by Method Integration Inc.
Pricing
- Price
- $35 to $97/mo
- Band
- $$
- Billing
- Per seat
- Entry point
- Free trial
Reflects published rates; confirm current plans and any free trial on the vendor’s site.
Who it's for
Method CRM fits small and mid-sized businesses that want a tool spanning multiple trades.
About
A horizontal CRM anchored on real-time two-way QuickBooks sync — customer records, estimates and invoices, customer portals, and financial-workflow automation. Deepest at comms and AR/accounting; the CRM trio is moderate, which is honest for an accounting-anchored tool.
Rehash fit assessment
Reporting
Growth
Setup ease
AI-ready
Integrates with (3)
Alternatives to Method CRM
- HubSpot · CRM and sales platform for contacts, pipeline, automation, reporting, and customer data.
- ProLine · Communication-first roofing CRM with AI calling, sales automation, quotes, calendars, invoicing, and reporting.
- Hatch · AI lead engagement and customer communication for service businesses.
- Houzz Pro · CRM, project management, estimating, invoicing, and client collaboration for remodelers and designers.
FAQ
- How much does Method CRM cost?
- Method CRM is priced from $35 to $97/mo, free trial. Check the vendor's pricing page for current plans and any free trial.
- Does Method CRM have an API or integrations?
- Method CRM offers a public API for custom integrations, plus integrations including QuickBooks Online, Gmail, Outlook.
- What are alternatives to Method CRM?
- Comparable CRM & Sales tools include HubSpot, ProLine, Hatch. Compare them in the Rehash software directory.
How we verify
Last verified 2026-06-08.
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