Method CRM review

Method CRM is the most QuickBooks-centric product we compared. Method's QuickBooks CRM page describes a patented, two-way, real-time integration that syncs customers, invoices, payments and more, and says it works whether you use QuickBooks Online or QuickBooks Desktop. That Desktop support matters because most CRM integrations, including Pipedrive's and Salesmate's, are limited to QuickBooks Online. Around the sync, Method adds estimates with online approvals, proposals with e-signatures, invoicing, customer portals and workflow automation, so a quote can move to an invoice without leaving the CRM. Method also cites a 4.7 out of 5 rating on the QuickBooks App Store. Pricing starts at $35 per user per month for CRM Quick Start, with CRM Pro at $59 and CRM Enterprise at $97, and annual prepay takes 10% off. There is no free plan, only a 10-day trial, and the entry seat is pricier than general CRMs, which is the trade-off for a deeper accounting link.

Who it is for

QuickBooks Online and Desktop users who want invoices and payments synced both ways

Price

CRM Quick Start from $35 per user per month; 10% off with annual prepay.

CRM Quick Start $ 35 /user/mo
Quoted from the vendor pricing page on November 11, 2026.

Key features

• Two-way, real-time sync of customers, invoices, payments and more with QuickBooks
• Works with QuickBooks Online and QuickBooks Desktop, per Method's QuickBooks CRM page
• Estimates with online approvals, proposals with e-signatures, and invoicing
• CRM Multi-entity plan connects multiple QuickBooks accounts under one dashboard
• Plans: CRM Quick Start $35, CRM Pro $59 and CRM Enterprise $97 per user per month

Strengths and weaknesses

• Strength: The only CRM in this list that documents QuickBooks Desktop support
• Strength: Method describes the sync as two-way and instant for customers, invoices and payments
• Strength: Annual prepay cuts the bill by 10%, and team members can be on different plans
• Weakness: No free plan, only a 10-day free trial
• Weakness: The $35 entry seat costs more than HubSpot, Capsule or Salesmate entry seats
• Weakness: Built mainly for QuickBooks and Xero users, so it fits less well if you might switch accounting tools

Key facts

• QuickBooks versions: Online and Desktop
• Sync direction: Two-way, real-time
• Free trial: 10 days, no credit card
• Billing currency: USD, except Canadian customers (CAD)

Where it ranks

Method CRM is No. 1 in our Best CRM for QuickBooks verdict.