Method CRM logo

Method CRM

7.3/10

Custom quote

Tool

Adjacent

Method CRM

Method CRM is customizable CRM software for QuickBooks and Xero users, with workflow automation and service management.

Category: Business Application · Pricing: quote-based

Method CRM logo

Method CRM

7.3/10

Custom quote

Overview

Method CRM is customizable customer relationship management software for QuickBooks and Xero users. It syncs with those accounting systems and lets teams build workflows around quotes, jobs, service requests, and customer follow-up, and it is used by service businesses such as electrical and appliance repair companies. Pricing is quoted on request by user count. It is CRM and workflow software rather than a native field-service dispatch platform, and is typically paired with QuickBooks for billing.

Pricing

Method CRM does not publish list pricing. The vendor quotes per user on request based on the plan and customizations.

Editor's score by market

How Method CRM scores across the industries we cover

Average 7.3/10 across 3 industry-specific evaluations by Chip Alvarez. Higher scores indicate stronger fit for that trade; click through to read the full market roundup.

MarketScoreVerdict
Best Software for Elevator & Escalator8.2Method Services is a cloud-based platform designed specifically for field service companies including those…
Best Software for Appliance & Equipment Repair7.3Method Services is a specialized tool designed for service businesses that use QuickBooks.
Best Software for Electrical Services7.3Method Services is a powerful software solution designed specifically for electrical service companies that…

Best for:Service businesses built on QuickBooks needing CRM, Teams automating quotes, jobs, and customer follow-up

Industries:Electrical,Appliance Repair,Professional Services,Trades

References

  1. Method CRM website
  2. Method CRM pricing

Pricing and feature data current as of September 28, 2026. Verify with vendor.