If your business runs on QuickBooks, you’ve probably felt the friction between sales and accounting. Customer details live in two places, estimates are re-typed into invoices, and salespeople can’t see who has paid without asking the bookkeeper.
Method CRM was built specifically to remove that friction. It’s a CRM designed around QuickBooks, with a two-way sync that keeps customers, estimates, invoices and payments aligned between the two systems. This review explains how Method works, what each plan includes, what it costs in 2026, where it shines and where it falls short, and which alternatives to consider.
*Pricing was checked on Method’s website in October 2026. Confirm current pricing and promotions on the Method pricing page before buying.*
What Is Method CRM?
Method (Method:CRM) is a cloud CRM for small and mid-sized businesses that use QuickBooks. Its core idea is a real-time, two-way sync with QuickBooks, which Method describes as a patented sync engine. Instead of a one-way export or a nightly batch, changes made in either system flow to the other.
Method’s website references support for QuickBooks Online, QuickBooks Desktop and QuickBooks Enterprise. Method also offers a separate CRM for Xero users, a field service product (Method:Field Services) and a nonprofit CRM (Method:Donor).
How the QuickBooks Sync Works
The sync connects key records between Method and QuickBooks:
- Customers and contacts: Create or update a customer in either system and it appears in the other.
- Estimates: Build estimates in Method from opportunities; they sync to QuickBooks.
- Invoices and sales receipts: Convert estimates to invoices and see them in QuickBooks.
- Payments: Payment status and history are visible in Method, so sales and service staff know who has paid.
- Items/products: Your QuickBooks item list can be used when creating estimates and invoices.
For businesses where accounting is the source of truth, this means salespeople and account managers can work in a CRM without creating a second, conflicting customer database.
Key Features
Lead and opportunity management
Capture leads from web forms, track opportunities through a sales pipeline, assign owners and schedule follow-ups.
Estimates and invoicing
Create estimates and invoices using QuickBooks items and send them to customers, with everything synced to QuickBooks.
Customer portals
Online portals let customers view estimates and invoices, approve work and pay online, reducing back-and-forth emails.
Workflow customisation
Method is highly customisable, letting businesses tailor screens, fields and workflows with no-code tools. Method also offers professional customisation services.
Email and communication
Send emails from the CRM, use templates and track communication history on customer records.
Reporting
Reports and dashboards combining CRM and accounting data, such as sales pipeline alongside outstanding balances.
Integrations
Beyond QuickBooks, Method integrates with tools such as Gmail and Outlook and supports other connections through its integrations and APIs.
Method CRM Plans and Pricing (2026)
| Plan | List price (per user/month) | Highlights |
|---|---|---|
| CRM QuickStart | $35 | QuickBooks sync, lead management, some portal and communication features |
| CRM Pro (most popular) | $59 | Adds more portal, pipeline and financial management features |
| CRM Enterprise | $97 | Full feature set including complete pipeline, financial management and communication tools |
| CRM Multi-entity | Contact sales | Connects multiple QuickBooks companies under one dashboard |
Additional pricing notes from Method’s site:
- Free trial: 10 days, no credit card required, starting with Pro features (Enterprise features can be added during the trial)
- Annual prepay: 10% discount
- Promotions: Method has offered introductory discounts, such as 25% off for the first three months for accounts with three or more users
- Mixing plans: Plans can be mixed per user
- Method:Field Services: Starts at $15 per month per field technician and $45 per month per dispatcher licence
Pros and Cons
| Pros | Cons |
|---|---|
| Real-time two-way QuickBooks sync | Pricier than some general CRMs at entry level |
| Supports QuickBooks Online, Desktop and Enterprise | Interface can feel dated compared with newer CRMs |
| Customer portals for estimates, invoices and payments | Customisation power comes with a learning curve |
| Highly customisable workflows | Best value only if QuickBooks is central to your business |
| Plans can be mixed per user | Marketing automation lighter than HubSpot or Keap |
Who Should Use Method CRM?
Method is a strong fit for:
- Small and mid-sized businesses where QuickBooks is the system of record
- Service businesses that send many estimates and invoices
- Wholesale and distribution businesses using QuickBooks items and pricing
- Companies using QuickBooks Desktop or Enterprise, which many CRMs don’t support well
- Teams that want customer portals for approvals and payments
It’s less suitable for businesses that don’t use QuickBooks, need advanced marketing automation, or want a very simple pipeline-only CRM.
Method CRM vs Alternatives
| Alternative | QuickBooks integration | When to choose it |
|---|---|---|
| HubSpot | QuickBooks Online integration | You need strong marketing tools and broader ecosystem |
| Zoho CRM / Bigin | QuickBooks integration (Bigin) or Zoho Books native | You prefer Zoho’s ecosystem and pricing |
| Insightly | QuickBooks integration | You want CRM plus project management |
| Jobber / Housecall Pro | QuickBooks Online sync | You’re a field service business |
| Keap | Accounting integrations, built-in invoicing | You want marketing automation with payments |
| Act! Advantage | Accounting Link | You want an all-in-one SMB CRM with marketing |
For broader options, see best CRM and invoicing software.
Tips for a Successful Method Rollout
- Clean QuickBooks first. Merge duplicate customers and tidy your item list before syncing.
- Decide record ownership. Agree who creates customers (sales or accounting) to avoid confusion.
- Customise gradually. Start with standard screens; add customisations as needs become clear.
- Use portals. Encourage customers to approve estimates and pay invoices online.
- Train both teams. Sales and accounting should understand how changes flow between systems.
Example: A Day With Method and QuickBooks
Consider a commercial HVAC service company with five office staff and a bookkeeper using QuickBooks Online.
- Morning: A property manager submits a request through the website form. The lead appears in Method, assigned to a sales coordinator, who can immediately see that this property manager is an existing QuickBooks customer with two unpaid invoices.
- Late morning: The coordinator prepares an estimate in Method using QuickBooks items and sends it via the customer portal.
- Afternoon: The property manager approves the estimate online. Method converts it to an invoice, which syncs to QuickBooks without anyone re-typing it.
- Next week: The customer pays through the portal. The bookkeeper sees the payment in QuickBooks, and the sales coordinator sees it in Method, so the follow-up conversation about the overdue invoices is already resolved.
The value is less about any single feature and more about one consistent customer record shared by sales, service and accounting.
Common Pitfalls
- Syncing a messy QuickBooks file. Duplicates and inconsistent customer names will flow straight into the CRM.
- Unclear permissions. Decide which staff can edit financial records in Method, and restrict accordingly.
- Over-customising early. Method’s flexibility is a strength, but too many custom screens at launch can confuse users.
- Ignoring the portal. Customer portals deliver much of Method’s value; promote them actively to customers.
Questions to Ask During Your Trial
- Does the sync handle your QuickBooks version, classes, locations and sales tax setup correctly?
- How are conflicts handled if the same record is edited in both systems?
- Which features in your workflow require Pro versus Enterprise?
- What does professional customisation cost if you need it?
- How quickly does support respond, and in which time zones?
Method CRM Cost Example
For a team of four users on CRM Pro at the $59 list price, the cost is about $236 per month, or roughly $2,832 per year before any annual prepay discount. With Method’s 10% annual prepay discount, that falls to roughly $2,550 per year. Mixing plans can reduce costs further: for example, two sales users on Pro and two support users on QuickStart. Compare that figure with the time your team currently spends re-keying estimates and invoices, chasing payment status and reconciling customer records between systems. For many QuickBooks-centric businesses, recovering even a few hours a week justifies the subscription.
Key Takeaways
- Method CRM is built around a real-time, two-way QuickBooks sync.
- List prices in October 2026 were $35, $59 and $97 per user per month for QuickStart, Pro and Enterprise.
- Customer portals for estimates and payments are a major advantage.
- Clean your QuickBooks data before syncing.
- Best value for businesses where QuickBooks is central.
Frequently Asked Questions
What is Method CRM?
Method CRM is a cloud CRM built for QuickBooks users, offering a real-time, two-way sync of customers, estimates, invoices and payments, plus lead management, customer portals and customisable workflows.
How much does Method CRM cost?
List prices in October 2026 were $35 per user per month (QuickStart), $59 (Pro) and $97 (Enterprise), with a 10% discount for annual prepay and occasional promotions.
Does Method CRM work with QuickBooks Desktop?
Method’s website references QuickBooks Online, Desktop and Enterprise. Confirm compatibility for your specific version with Method.
Does Method CRM work with Xero?
Method offers a separate CRM product for Xero users.
Is there a free trial?
Yes. Method offers a 10-day free trial with no credit card required.
Final Thoughts
Method CRM is one of the best options for businesses that want a CRM tightly connected to QuickBooks. Its two-way sync, customer portals and customisation make it a strong fit for service and distribution businesses where accounting data matters to sales. If QuickBooks is at the heart of your business, it deserves a spot on your shortlist; if not, a general CRM may offer better value.
Related: CRM software for small business and Zoho Books.