The Method CRM Insider’s Guide
Everything we know about Method CRM in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Method CRM
The Insider’s Guide
Customizable CRM that syncs with QuickBooks, plus field service
Every plan, grade, refund rule and rival among field service apps, read from Method CRM’s own pages.
Made by Method Integration · checked Nov 12, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Method CRM’s own pages, its app-store listings and our grades. Every fact in it is on Method CRM’s page too, where it is kept up to date. Checked Nov 12, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.2
GPA, above 32 of the 55 other field service apps we grade
Method is a customizable CRM built around a two-way sync with QuickBooks Online and Desktop, covering leads, estimates, invoices, customer portals and workflow automation. A separate Method:Field Services edition adds scheduling, dispatching and work orders for service companies. Plans are priced per user.
To get you started, here are 9 things to know about Method CRM, taken from its own pages and our grades.
QuickBooks sync, workflows and portals need setting up before they pay off.
- 1
Best for QuickBooks users who want a CRM
Method is a CRM that syncs with QuickBooks, with leads, estimates, invoices, portals and automation, from $35 a user a month.
- 2
Paid plans start at $35 a month for each person
As its pricing page puts it: $35 per user / month.
- 3
You can try it first
10-day free trial, no credit card required
- 4
It runs on Web
Web.
- 5
QuickBooks sync
Customers, invoices and payments sync both ways with QuickBooks Online, Desktop and Enterprise, so staff can work in the CRM instead of the accounting file.
- 6
Leads, estimates and invoices
Track leads, build estimates and proposals with e-signature, then convert them to invoices and take online payments.
- 7
Customer portals
Customers can log in to update their details, view estimates, pay invoices and report issues, with changes passed back to QuickBooks.
- 8
A 2.2 GPA, above 32 of 55
That is against the other field service apps we grade, on value, the free plan, features, ease of use and platforms.
- 9
Keep it
To replace Method CRM you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
Method CRM at a glance
- Pricing
- Free trial, from $35 per user / month
- Free plan
- No
- Free trial
- 10-day free trial, no credit card required
- Runs on
- Web
- Made by
- Method Integration
- Category
- Field Service Software
- Our grade
- 2.2 GPA, fair
The report card
Best for QuickBooks users who want a CRM
Method is a CRM that syncs with QuickBooks, with leads, estimates, invoices, portals and automation, from $35 a user a month. The field service side is sold separately at $15 for technicians and $45 for dispatchers, and the pages list a mobile app but no store listing.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | C | CRM Quick Start is $35 a user a month, the edge of the category's cheaper quarter, but field service is priced on top at $15 a technician and $45 a dispatcher. Pro is $59 and Enterprise $97. |
| Free plan and trial | C | A 10-day free trial needs no credit card, which is short. There is no free plan. |
| Features | C | QuickBooks sync, leads, estimates and invoices, customer portals, workflow automation and a Field Services edition. The core is a CRM, and scheduling and dispatch sit in the separately priced field edition. |
| Ease of use | C | No store rating on record. QuickBooks sync, workflows and portals need setting up before they pay off. |
| Platforms and integrations | B | Web, with QuickBooks Online and Desktop, Xero, Gmail, Google Calendar, Outlook and Zapier. The pages list a mobile app but no store listing. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Method CRM is for
- Fits if your books are in QuickBooks and you want customers, quotes and invoices in one CRM
- Works for small teams that want to try 10 days with no card
Who it is not for
- Not for you if you want dispatch built in, as Field Services is priced separately
- Pricey if you add technicians and dispatchers on top of the per-user fee
- Watch out: the 25% discount lasts 3 months and needs 3 or more user accounts
- Watch out: annual prepay takes 10% off, but after the 30-day grace period an annual plan isn't refundable
Good to know
Good for
- Small businesses that keep their books in QuickBooks
- Service and contracting firms that want CRM, estimates and invoices in one place
- Teams that want to mix plans per user
Worth knowing
- Method:Field Services is priced separately: from $15 per month for field technicians and $45 per month for dispatchers.
- The 25% off is for the first 3 months and needs 3 or more user accounts.
- Annual prepay takes 10% off; after the 30-day grace period an annual plan is not refundable.
- The pages read list a mobile app but no iOS or Android store listing, so platforms show web only.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$35
A month to start, for each person
Method CRM is a paid product with a free trial, starting at $35 per user / month.
CRM Quick Start
$35
per user / month
Entry CRM plan with the QuickBooks sync. $27 per user for the first 3 months with 3 or more users.
CRM Pro
$59
per user / month
Marked most popular. $45 per user for the first 3 months with 3 or more users.
CRM Enterprise
$97
per user / month
Top self-serve tier. $73 per user for the first 3 months with 3 or more users.
CRM Multi-entity
Custom
Connects several QuickBooks accounts under one dashboard; the page sends buyers to the team.
Trying it first
10-day free trial, no credit card required
Read from method.me on Nov 12, 2026.
Ways to pay less
Annual discount
10% off with annual prepay
Paying 12 months up front instead of month to month takes 10% off the account.
Stated on method.meOther savings
25% off for 3 months
New accounts with 3 or more users get 25% off the CRM plans for the first 3 months.
Stated on method.me
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
Customizable CRM that syncs with QuickBooks, plus field service. Here is what it does, as its own site describes it, and what it covers: sales pipeline, workflow automation, invoicing, job scheduling, quotes and estimates.
QuickBooks sync, leads, estimates and invoices, customer portals, workflow automation and a Field Services edition.
- QuickBooks sync
- Customers, invoices and payments sync both ways with QuickBooks Online, Desktop and Enterprise, so staff can work in the CRM instead of the accounting file.
- Leads, estimates and invoices
- Track leads, build estimates and proposals with e-signature, then convert them to invoices and take online payments.
- Customer portals
- Customers can log in to update their details, view estimates, pay invoices and report issues, with changes passed back to QuickBooks.
- Workflow automation
- Lead-to-cash workflows, approvals and custom fields can be shaped to the business, including with a plain-English assistant called Method AI.
- Field Services edition
- A separate edition for service businesses adds work orders, scheduling and dispatching, time tracking and a mobile app for crews.
Where it runs
- Web
What it works with
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- Zapier
Method CRM is made by Method Integration.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
32/55
Other field service apps it is graded above
Method CRM's GPA of 2.2 is higher than 32 of the 55 other field service apps we grade, and level with 8.
It stands best on platforms and integrations (B, above 3 of 55) and worst on features (C, above 1).
Its paid plans start at $35 a month for each person, against a middle price of $49 for the category: 9 of the 36 others that charge start lower.
On features, ease of use and platforms it scores 2.3 out of 4. 4 tools score higher and cost less.
Each grade against the category
Every bar is all 56 field service apps we grade, cut by the letter each got. Method CRM’s own letter is outlined.
- CValue for moneyAbove 10 of 55
- CFree plan and trialAbove 32 of 55
- CFeaturesAbove 1 of 55
- CEase of useAbove 1 of 55
- BPlatforms and integrationsAbove 3 of 55
Price against what you get
Each dot is one of 37 field service apps. Further left costs less; higher up scores better on features, ease of use and platforms. Method CRM is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Method CRM you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
It costs $420 a year.
What you could make
- Sales pipeline, quotes and estimates, invoicing and job scheduling: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- It is priced for each person, which means accounts and billing for a team.
What this rests on. Method CRM’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Jobber, ServiceM8, FieldPulse, Service Fusion and mHelpDesk
The 5 tools Method CRM is most often weighed against, with where each one differs from it.
- 2.8GPA
Jobber
Free trial · from $29/mo
Quotes, scheduling and payments for home service businesses.
- Only Jobber lists iOS and Android apps.
- Method CRM also covers sales pipeline and workflow automation.
- Jobber also covers time tracking, business texting and appointment booking.
- 3.4GPA
ServiceM8
Free plan · from $29/mo
Job management for trades, priced by jobs a month, not users.
- ServiceM8 has a free plan. Method CRM does not, though it has a free trial.
- Only ServiceM8 lists iOS, Android, macOS and Windows apps.
- Method CRM also covers sales pipeline and workflow automation.
- 2.0GPA
FieldPulse
Paid
Field service software for trades, priced by seat on a quote.
- Only FieldPulse lists iOS and Android apps.
- Method CRM also covers sales pipeline and workflow automation.
- FieldPulse also covers inventory and appointment booking.
- 1.8GPA
Service Fusion
From $208/mo
Field service software with flat pricing and unlimited users.
- Only Service Fusion lists iOS and Android apps.
- Method CRM also covers sales pipeline and workflow automation.
- Service Fusion also covers business phone line and inventory.
- 2.0GPA
mHelpDesk
Free trial
Field service management software with scheduling and invoicing.
- Only mHelpDesk lists iOS and Android apps.
- Method CRM also covers sales pipeline.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
13
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Method CRM free?
No, Method CRM is a paid product, but you can try it first. 10-day free trial, no credit card required.
How much does Method CRM cost?
Method CRM lists 4 plans. CRM Quick Start: $35 per user / month.
What platforms does Method CRM work on?
Method CRM is available on Web.
Does Method CRM offer any discounts?
Method CRM publicly lists the following: 10% off with annual prepay; 25% off for 3 months.
Does Method CRM have an Android app?
No Android app was listed when its pages were read on Nov 12, 2026. Method CRM is listed for Web.
Does Method CRM have an iPhone app?
No iPhone app was listed when its pages were read on Nov 12, 2026. Method CRM is listed for Web.
Is Method CRM open source?
Method CRM is not described as open source on its own site, as read on Nov 12, 2026.
What does Method CRM integrate with?
Method CRM's listing names QuickBooks Online, QuickBooks Desktop, Xero, Gmail, Google Calendar, Outlook and Zapier.
Who makes Method CRM?
Method CRM is made by Method Integration.
What are the alternatives to Method CRM?
The closest alternatives to Method CRM in our directory are Jobber, ServiceM8, FieldPulse, Service Fusion and mHelpDesk.
How does Method CRM compare with other field service apps?
Method CRM's GPA of 2.2 is higher than 32 of the 55 other field service apps we grade, and level with 8.
Is Method CRM good value for money?
ToolGPA grades Method CRM C for value for money. Its paid plans start at $35 a month for each person, against a middle price of $49 for the category: 9 of the 36 others that charge start lower.
Could I make my own version of Method CRM?
To replace Method CRM you would be making connections to other products, each kept working as those products change.
Where this guide comes from
The prices, plans, platforms and features were read from Method CRM’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. Graded from this listing, whose facts were read from Method CRM’s own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Method Integration. Prices change, so check method.me before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
5,038
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
5,038
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Method CRM, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/method-crm
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Method CRM: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/method-crm
Know someone choosing between field service apps?
Send them this guide: toolgpa.com/tools/method-crm/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded field service apps after Method CRM, each with an Insider's Guide of its own.
- Field Service Software Insider's GuideEvery one of the 56 field service apps we grade, compared
- ServiceM8 Insider's GuideJob management for trades, priced by jobs a month, not users3.4 GPA
- Jobber Insider's GuideQuotes, scheduling and payments for home service businesses2.8 GPA
- Contractor Foreman Insider's GuideConstruction management for contractors, priced by team size2.6 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Method CRM’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Method CRM is a trademark of its owner, and this guide is not made, paid for or approved by Method Integration. Prices and plans change: check method.me before you buy.