OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Method:CRM review: 54 specs compared

Starting price:35 USD/user/moFree plan:noAI assistant:noBuilt-in quotes and invoicing:yesWorkflow automation:yes

Method:CRM Review: Compare 54 technical specifications to see how this product ranks in the CRM Software category and whether it is worth buying.

Method:CRM
7.7/10

Overall score

Score
7.7/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 54% of models
Score components

40%

8.0

Technical score

30%

?

Reviews scoreNot enough data yet, so we use 7.6, the mark of a weaker model in this category

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 54% of CRM software
8.0

Technical score

Technical score
8.0/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 61% of models
Score components

25%

7.7

Product & Pricing

25%

9.1

Core CRM

20%

6.7

Sales & Automation

15%

8.2

Integrations & Access

15%

8.5

Security & Deployment

â–²Better than 61%
?

Reviews score

Reviews score
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Grades by review (0)
We have not found an independent test of this model yet. Until we do, its review part counts as 7.6.
User ratings collected online are not part of this score.
No expert tests yet
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.
Loading category ranking...

Technical Specifications of CRM platform Method:CRM

Technical score
Technical score
8.0/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 61% of models
Score components:

25%

7.7

Product & Pricing

25%

9.1

Core CRM

20%

6.7

Sales & Automation

15%

8.2

Integrations & Access

15%

8.5

Security & Deployment

8.0
Reviews score
7.6
List score
?
Starting price
35 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 35 USD/user/mo, which is lower than that of 51.6% of CRM platforms and equal to that of 0.7% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Web-to-lead forms and manual lead capture.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Customizable sales opportunity pipelines.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
AI assistant
no
This CRM platform does not offer an AI assistant. 22% of CRM platforms offer this feature.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
No-code workflow action triggers and automated emails.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Native QuickBooks, Xero, Zapier, and Mailchimp integrations.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Method:CRM mobile app for iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Intuit Single Sign-On and Google SSO.
Security certifications
SOC 2 Type II
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Granular screen, table, and field level permissions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Detailed audit logs of accounting and record sync events.
Supported operating systems
Web, iOS, Android
Show more

Method:CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Intuit Single Sign-On and Google SSO.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Patented no-code engine allows creating completely custom tables/objects.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Online credit card and ACH payment processing in client portal.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    E-signature on estimates and work orders.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Self-service client portal for viewing and paying invoices.
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Time tracking module syncs billable hours to QuickBooks timesheets.
  • 4 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Method:CRM
    the average CRM platform
    Method:CRM has a lower starting price than the average CRM platform (35 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    35 USD/user/mo vs 39 USD/user/mo
  • 0.9% better value for money
    Method:CRM offers better value for money than the average CRM platform (8.42 vs 8.3).
    8.42 vs 8.34
  • 0.9% better value for money
    Method:CRM offers better value for money than the average CRM platform (8.42 vs 8.3).
    8.42 vs 8.34
  • 4 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Method:CRM
    the average CRM platform
    Method:CRM has a lower starting price than the average CRM platform (35 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    35 USD/user/mo vs 39 USD/user/mo
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Patented no-code engine allows creating completely custom tables/objects.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Self-service client portal for viewing and paying invoices.
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Time tracking module syncs billable hours to QuickBooks timesheets.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Online credit card and ACH payment processing in client portal.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    E-signature on estimates and work orders.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Intuit Single Sign-On and Google SSO.
  • Less included file storage
    This CRM platform includes less file storage than the average CRM platform (2 GB vs 10 GB).
    2 GB vs 10 GB
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4
  • Less included file storage
    This CRM platform includes less file storage than the average CRM platform (2 GB vs 10 GB).
    2 GB vs 10 GB
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4

Third-party reviews

What we like about Method:CRM

  • Intuitive visual deal pipelines with drag-and-drop opportunity tracking and customizable stage progression.
  • Visual workflow automation builder facilitating status updates, assignment rules, and reminder notifications.
  • Built-in quotation and invoice creation directly connected to digital payment gateways for accelerated client checkout.
  • Relational data modeling supporting custom entities and tailored associations beyond basic accounts and deals.
  • Enterprise identity security with SAML Single Sign-On and granular role-based permissions regulating workspace visibility.

What we don't like about Method:CRM

  • Absence of a permanent free plan, requiring an ongoing recurring subscription starting around $25/user/month.
  • Lacks native automated lead qualification scoring, requiring commercial teams to evaluate opportunity viability through direct assessment.
  • Native telephony dialer and call recording are not built into the core interface, requiring third-party VoIP software.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

Engineered by Method, Method:CRM provides a modern cloud customer relationship management suite designed to organize business opportunities and drive revenue. Core functionality centers on comprehensive account tracking, visual pipeline stages, custom attributes, and automated team task assignments. Communication modules streamline client touchpoints through automatic email tracking, follow-up notifications, and centralized interaction timelines. The platform ensures seamless operational accessibility through responsive mobile apps, extensive developer APIs, and integrated sales performance dashboards. Drawbacks include the absence of a permanent free plan, starting subscription fees around $25 per user monthly, and advanced reporting restricted to enterprise tiers. It stands as a well-balanced platform for mid-market commercial teams demanding structured opportunity management and reliable sales pipeline oversight. Furthermore, administrative settings maintain flexible oversight as operational requirements expand.

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