Salesforce Manufacturing Cloud
CRM platform with manufacturing-specific modules for sales, service, and channel operations
Method CRM
Customizable CRM with real-time two-way sync to QuickBooks Online and Desktop
- Deployment
- Cloud
- Pricing
- Subscription
- Target size
- small plants
Updated · By Oleksii Bilokamenskyi, Founder, MetaProject · How we rank
About Method CRM
Method CRM is a customizable customer relationship management system built to sync with QuickBooks Online and QuickBooks Desktop. Its modules cover lead management, sales pipeline tracking, quote-to-invoice workflows, financial management, online customer portals, and reporting. The vendor's site describes a real-time, two-way sync engine that connects customer records, invoices, estimates, and payments between Method and QuickBooks without manual re-entry.
The product is aimed at small and mid-sized businesses that already use QuickBooks or Xero for accounting, including manufacturers, wholesale and distribution companies, field service businesses, construction firms, and professional service firms. It is delivered as a hosted, web-based system, with a mobile app also mentioned for accessing the CRM. Separate editions are referenced for field service businesses and nonprofits.
Method is priced as a per-user monthly subscription, with three named plans (CRM Quick Start, CRM Pro, and CRM Enterprise) each listing a per-user monthly rate, plus a Multi-entity option requiring direct contact with sales for pricing. Annual prepay offers a discount over monthly billing. The vendor's site does not specify what professional customization services cost, and integrations beyond QuickBooks (such as Zapier, Gmail, or Outlook) are mentioned by name but not described in technical detail.
Method CRM screenshots
Customer portal sign in page with authentication optionsScreenshot: Method CRM, from method.me
Screenshots belong to Method CRM and are taken from its public website. To have one removed, email info@shopfloorindex.com.
Method CRM at a glance
| Headquarters | Canada |
|---|---|
| Deployment | Cloud |
| Pricing model | Subscription |
| Price | From $35 / month |
| Pricing (as reported) | $35/user/mo (Pro $59) |
| Target size | small manufacturers |
| Industries | Manufacturing, Wholesale & Distribution, Field Services, Construction, Professional services, Nonprofit |
| Integrations | QuickBooks Online, QuickBooks Desktop, Xero, Gmail, Outlook, Zapier |
Pricing and facts as reported by the vendor or public listings, checked when this profile was researched. Source: method.me.
Pros and cons
What works
- Documents real-time, two-way sync with QuickBooks Online and Desktop
- Offers three tiered plans (Quick Start, Pro, Enterprise) that can be mixed per user
- Includes online customer portals and e-signature tools as part of the platform
- Provides a free 10-day trial that starts with CRM Pro features
What does not
- Multi-entity plan pricing is not published; requires contacting sales
- Professional customization services are offered but their cost is not listed
- Built specifically around QuickBooks and Xero, so value depends on using one of those accounting systems
Who Method CRM is best for
Small and mid-sized QuickBooks or Xero users, including manufacturers and wholesale/distribution businesses, that need a customizable CRM synced to their accounting data.
Compared in
- Best CRM Software for Manufacturers
CRM with two-way QuickBooks sync and quote-to-cash workflows for small manufacturers
Alternatives to Method CRM
Microsoft Dynamics 365 Sales
CRM software for sales teams with AI-based agents for lead qualification and deal management
SugarCRM
CRM and sales platform for B2B companies with AI-driven opportunity insights
Prospect CRM
Stock-aware CRM for B2B wholesalers, distributors and manufacturers
Oracle NetSuite CRM
CRM sharing one database with NetSuite ERP for inventory, quotes and production visibility
SAP Sales Cloud
CRM for manufacturers already on SAP covering quotes, orders and service
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