QuickBooks-integrated CRM
Method:CRM
Method:CRM Review (2026): Pricing, Pros & Cons
A customizable CRM with real-time two-way sync for QuickBooks and Xero.
The short answer
Method:CRM is a customizable CRM built for small and midsize businesses running QuickBooks or Xero, syncing customers, invoices, and payments in real time. Its no-code workflow builder adapts to unique sales and operations processes without hiring a developer. Setup and customization take real effort, and value drops sharply once a team outgrows QuickBooks-centric accounting.
What is Method:CRM?
Method:CRM is a customizable CRM built around QuickBooks and Xero. Its patented two-way sync keeps customers, estimates, invoices, and payments identical across sales, operations, and accounting, while a no-code builder lets businesses reshape screens, fields, and workflows without hiring a developer.
How much does Method:CRM cost?
No free plan; a 10-day free trial (no credit card) is offered. Quick Start is ~$27/user/mo, CRM Pro ~$45, and CRM Enterprise ~$73 — annual billing typically lowers the per-user rate.
| Detail | Method:CRM |
|---|---|
| Starting price | from ~$27/user/mo |
| Free plan | No (free trial only) |
| Category | QuickBooks-integrated CRM |
| Best for | Small and midsize businesses on QuickBooks or Xero wanting a CRM that stays in sync with their accounting data. |
| Our rating | 4.4 / 5 |
Prices are indicative 2026 list prices and change frequently; confirm with Method:CRM directly.
What are the key features of Method:CRM?
The standout: Patented real-time two-way sync with QuickBooks Desktop, QuickBooks Online, and Xero.
- Real-time two-way sync with QuickBooks and Xero
- No-code workflow and screen customization (Method Builder)
- Embeddable lead-capture web forms
- Customer self-service portal for orders and support
- Activity tracking with calendar sync and KPI dashboards
What are the pros and cons of Method:CRM?
| Pros | Cons |
|---|---|
| ✔ Deep, reliable two-way QuickBooks and Xero sync | ✘ Steep learning curve for building custom workflows |
| ✔ Highly customizable without needing a developer | ✘ Interface feels dated next to newer CRMs |
| ✔ Responsive, hands-on customer support | ✘ Value drops sharply for teams not using QuickBooks or Xero |
Who is Method:CRM best for?
Method:CRM is best for small and midsize businesses on QuickBooks or Xero wanting a CRM that stays in sync with their accounting data. Founded in 2010 and headquartered in Toronto, Canada, it has earned a 4.4-out-of-5 rating in our assessment.
What are the best Method:CRM alternatives?
If Method:CRM is not the right fit, these are the closest alternatives to compare: