Method:CRM review
A QuickBooks-native CRM that trades use for customer management alongside a scheduling tool.
What it costsas of August 2026
- CRM Quick Start
- $27/user/moBilled annually, or $35/user/mo monthly
- Pro
- $45/user/moBilled annually, or $59/user/mo monthly
- Enterprise
- $73/user/moBilled annually, or $97/user/mo monthly
Priced per user, per month, on monthly or annual billing. Method does not publish a card processing rate; online payments run through your own gateway.
What Method:CRM does
Pricing & terms
Starts atThe real monthly cost to get in the door, before add-ons.
CRM Quick Start $35/user/mo ($27 annual); Pro $59 ($45); Enterprise $97 ($73)
How pricing worksFlat tiers, per user, or per job. This decides how fast the bill grows as you add people.
Per user, per month
ContractMonth-to-month vs a year-plus commitment you can't easily leave.
Monthly or annual billing
Free trial or planCan you try it with your own jobs before paying?
Free 10-day trial, no credit card, starts you on CRM Pro
Fit & support
Best crew sizeThe shop size this tool is really built for.
QuickBooks-based office and sales teams, solo up to mid-size
Ease of useHow hard it is to get a non-technical crew actually using it.
Very customizable, so it takes more setup than plug-and-play tools
SupportWhat owners say about reaching a human when something breaks.
Free phone and chat, plus a setup demo and a success manager
Out in the field
Tech mobile appWhether your crew can actually run their day from a phone without fighting it.
iOS and Android app, built for CRM work more than full field jobs
Scheduling & dispatchDrag-and-drop the day, see who's free, send the right tech to the right job.
Shared calendar to assign jobs, not a purpose-built dispatch board
GPS / fleet trackingSee where trucks are and prove arrival times to customers.
No crew or vehicle GPS tracking
Works with no signalBasements and rural jobs: does the app keep working when the phone drops signal?
The mobile app does not work without a signal
Getting paid
InvoicingSend a clean invoice from the driveway before you pull away.
Create and email invoices that sync straight to QuickBooks
Take card & bank paymentsCard-on-file and ACH so you get paid on the spot, plus the processing rate.
Online pay via your gateway (Intuit, Authorize.Net, PayPal); no flat rate
Estimates / good-better-bestGive options on site so customers pick up instead of shopping around.
Build estimates with online approval, then convert to an invoice
QuickBooks syncSo you (or your bookkeeper) aren't retyping every invoice at tax time.
Real-time two-way sync, so nothing gets retyped; its whole point
Winning & keeping customers
Reminders & two-way textAutomatic appointment texts and 'on my way' cut no-shows and phone tag.
Automated email and text reminders, not native two-way tech texting
Online bookingLet customers book themselves from your site or Google instead of calling.
Customer portal to view, approve and pay, not true appointment self-book
Review requestsAuto-ask happy customers for a Google review, the cheapest marketing there is.
No automated Google review requests documented
Service / maintenance plansRecurring memberships that turn one-time jobs into steady monthly revenue.
Recurring invoices via QuickBooks, but no membership plan module
Marketing toolsEmail/postcard campaigns and lead tracking to fill a slow week.
Email campaigns plus lead capture and web-to-lead forms built in
How Method:CRM compares
Alternatives to Method:CRM
Other tools that do the same job for a trade business. Prices are what each vendor publishes, dated when we checked.
Housecall Pro
FieldPulse
Jobber
Kickserv
Service Autopilot
FieldEdge
GorillaDeskHow we research this
Pricing comes from Method Integration's own pricing pages and is dated at the time we checked it. Features are taken from the vendor's documentation, not from a sales call. We are independent and rank on fit, never on what a tool pays us. See how we review.