Method:CRM
Method:CRM is a Toronto-based no-code CRM platform offering real-time bidirectional sync with QuickBooks Online, Desktop, and Enterprise, plus a Xero edition, serving small and mid-sized businesses in manufacturing, wholesale, field services, construction, and franchise operations via subscriptions and a partner channel.
- Company typePrivate
- Founded2012
- HeadquartersToronto, Canada
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Method:CRM does
Method Integration Incorporated, operating as Method:CRM, is a Toronto-based software company that provides a no-code customer relationship management (CRM) platform with native, bidirectional synchronization to QuickBooks Online, QuickBooks Desktop (Pro, Premier, and Enterprise), and Xero. Founded in the 2010-2012 period and incorporated in Ontario, Canada, the platform is built around eliminating manual double-entry between CRM and accounting for small and mid-sized businesses, offering customizable screens, workflows, and fields that survive platform updates and accounting syncs. The company's stated primary technical differentiator is a proprietary QuickBooks Desktop SDK integration using Web Services over an encrypted path, enabling real-time two-way sync with on-premise QuickBooks installations where cloud-only competitors cannot reach. The platform is modular, spanning customer management, sales (lead management, estimates, proposals, invoicing), job management (work orders, time tracking, scheduling, dispatching), email campaigns, customer portals, and a 2025-rebranded Multi-Entity CRM for franchise and multi-location accounts. The product surface is complemented by integrations with Gmail, Google Calendar, Outlook, payment gateways, and Zapier (8,000+ apps), a Method:API for programmatic access, and SSO via Intuit, Xero, Google, Microsoft, and Apple.
The company monetizes primarily through per-user monthly or annual subscription licenses, with a multi-entity tier priced at $325/month base plus $40/month per additional entity for franchises and multi-location businesses, and generates secondary revenue through professional services for custom workflow implementations under its Custom CRM Solutions offering. Distribution is hybrid: a product-led growth motion (free 10-day trial, self-serve signup) for individual SMBs, inside sales and direct enterprise sales for mid-market and multi-entity accounts, and the Method Partners channel program recruiting accountants, bookkeepers, and automation consultants as resellers with referral economics. Target verticals are manufacturing and wholesale distribution, field services (landscaping, HVAC, cleaning), construction contractors, professional services, and franchise operations. Method claims 59,000+ businesses using the platform, 18,000+ active users, 2M+ records managed, and 99%+ uptime, supported by a Toronto-based team of 51-100 employees.
The company is privately held, has raised approximately $9.5 million across four rounds between 2010 and 2015 with Klass Capital as the disclosed lead investor on the 2013 round, and has not announced subsequent institutional funding. Method is explicitly not certified for SOC 2, HIPAA, GDPR, or PIPEDA compliance, which constrains its addressable market in regulated industries and represents a material gap relative to enterprise procurement requirements. Notable named reference customers include Container One (wholesale distribution), GTM Landscaping (field services), HealthLinc Medical Equipment, Vintage Makers (manufacturing), and Tax Office SF (professional services).
Method:CRM firmographics
Firmographics- Name
- Method:CRM
- Legal name
- Method Integration Incorporated
- Website
- https://method.me
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Method:CRM is a Toronto-based no-code CRM platform offering real-time bidirectional sync with QuickBooks Online, Desktop, and Enterprise, plus a Xero edition, serving small and mid-sized businesses in manufacturing, wholesale, field services, construction, and franchise operations via subscriptions and a partner channel.
- Ownership category
- akta.pro rank
Method:CRM industry classification
Industry- Product category
- CRM Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success & Account Management CRM (HDAEAFAD)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), CRM Implementation & Systems Integration (BPAFAFAB)
Keywords
Where Method:CRM is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Method:CRM business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Subscription Licenses: Monthly or annual subscription fees charged per user/entity. Core revenue driver. Multi-entity pricing available for businesses managing multiple QuickBooks companies.
- Customization Services: Professional services for custom workflows and implementations. Additional revenue stream beyond base subscription.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free 10-day trial |
| Subscription | Monthly | Standard Monthly Plan |
| Subscription | Annual | Annual Prepay Plan |
| Subscription | Monthly | Multi-Entity Plan |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
Method:CRM product offering
Product offeringCore offering
Method:CRM sells a no-code, customizable CRM platform delivered in two editions — one built natively around QuickBooks (Online, Desktop, and Enterprise) and another for Xero — that synchronizes customer, sales, and billing data bidirectionally with the connected accounting system in real time. The platform is modular, offering customer management, sales pipeline, lead-to-cash workflow automation, job/work-order management, customer portals, email campaigns, multi-entity support for franchises, a native mobile app, and a programmatic API, targeted at small and mid-sized businesses that run on QuickBooks or Xero.
Product overview
Method:CRM is a customizable CRM platform offered in two editions: one built specifically for QuickBooks (Online, Desktop, and Enterprise) and another for Xero users. The platform uses a modular architecture where customers can add various functional modules to the core CRM. Key modules include Customer Management (360-degree customer view), Customer Portals, Email Campaigns, Multi-Entity CRM (for franchises and multi-location businesses), Lead Management, Estimates, Proposals, Invoicing, and Workflow Automation covering the full lead-to-cash cycle. For field service businesses, Method offers specialized Job Management modules including Work Order Management, Time Tracking, Scheduling & Dispatching, and Remote Access. Additional capabilities include a Mobile App, Method:API for programmatic access, and Custom CRM Solutions for businesses needing tailored workflows. All modules sync in real-time with the connected accounting software (QuickBooks or Xero), eliminating double entry and keeping financial data accurate.
Differentiator
Problem solved
Functional benefit
Products and services
- Method:CRM (QuickBooks Edition) The core CRM platform built specifically for QuickBooks Online, QuickBooks Desktop (Pro, Premier, Enterprise) users. Provides real-time two-way sync with QuickBooks, customizable no-code workflows, and full customer, sales, job, and billing management for growing SMBs in manufacturing, wholesale, field services, construction, professional services, and franchise operations.
- Method:CRM (Xero Edition) A CRM platform built specifically for Xero users, offering two-way sync with Xero and flexible workflow automation. Includes customer management, customer portals, email campaigns, lead management, estimates, invoicing, and workflow automation tailored for Xero workflows.
- Multi-Entity CRM Multi-entity configuration of Method:CRM allowing more than one QuickBooks database to sync to the same Method company account. Designed for franchises and multi-location businesses managing multiple legal entities, priced at $325/month base plus $40/month per additional entity.
- Method:API Programmatic API access for developers to read and write Method:CRM account data, enabling custom integrations and extensions. Bound by Method's API terms of service, with rate-limiting and the right to throttle or discontinue access.
- Mobile App Native iOS and Android mobile app providing on-the-go access to Method:CRM customer records, activity management, and push notifications for distributed and mobile workforces.
- Custom CRM Solutions Professional services engagement allowing businesses to customize Method:CRM workflows, screens, and functionality beyond the standard no-code customization to fit unique business processes, delivered by Method's Professional Services team.
Quantifiable outcome
- 99%+ uptime SLA ensuring reliable operations
- +1 more outcomes
Companies that use Method:CRM
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles3 records
Method:CRM technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
Feature5 records
Method:CRM partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and secondary.
- QuickBooks (Intuit)coreFlagship integration partnership. Method:CRM provides bidirectional sync with QuickBooks Online and Desktop editions. This is the core differentiator and primary value proposition of the platform. Customers connect their QuickBooks company file to enable real-time data synchronization.
- XerosecondarySecondary accounting software integration for customers using Xero instead of QuickBooks. Extends addressable market beyond QuickBooks-only positioning.
- ZapiercoreIntegration partnership enabling Method:CRM to connect with 8,000+ applications through Zapier's automation platform. Extends ecosystem reach without custom integrations.
- Method Partners ProgramcoreChannel partner program招募 accountants, bookkeepers, automation consultants, and IT service providers who implement Method:CRM for their clients. Partners receive referral fees, implementation support, and co-marketing resources.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Method:CRM competitors and assessment
Company assessmentDirect peers
- Copper: Copper is a CRM built with deep native integration to Google Workspace, mirroring Method's strategy of tightly coupling a CRM to a specific productivity/accounting platform. Both target SMBs with a niche-specialized integration story rather than competing as general-purpose CRMs.
- Keap: Keap (formerly Infusionsoft) is a CRM and marketing automation platform aimed at small businesses, with native QuickBooks integration for accounting workflows. Competes directly with Method in the SMB QuickBooks-integrated CRM category.
- Pipedrive: Pipedrive is a sales-focused CRM built for SMBs and mid-market, with QuickBooks integration available. Competes with Method on the sales pipeline side, particularly for SMBs evaluating lightweight CRM options beyond accounting integration.
- Jobber: Jobber is a leading field service management platform for SMBs in landscaping, HVAC, cleaning, and similar trades—the same primary vertical Method targets with its Work Order, Scheduling, and Dispatching modules. Directly competes for field service CRM/workflow spend.
Broad incumbents
- HubSpot: HubSpot's CRM and Marketing Hub serve SMBs and mid-market with native QuickBooks integration via the operations hub. Much larger and broader portfolio, but its QuickBooks connector is the most direct point of competitive overlap with Method.
- ServiceTitan: ServiceTitan is a much larger field service management platform serving commercial trades with end-to-end job, dispatch, and accounting workflows. Overlaps with Method's field services modules at the upper end of the SMB segment.
- Salesforce: Salesforce is the dominant enterprise and mid-market CRM with QuickBooks integrations available via AppExchange. As Method's customers grow, Salesforce is the most common upgrade destination and competitive threat at the top of the funnel.
- Zoho CRM: Zoho CRM is part of a broad SMB-and-enterprise software suite with QuickBooks integration and far wider feature breadth. Competes with Method in the broader SMB CRM market but at much larger scale and lower price points.
Emerging players
- Housecall Pro: Housecall Pro is a field service management platform for home service SMBs (plumbing, HVAC, electrical). Directly overlaps with Method's field service vertical, especially for customers who don't require deep QuickBooks Desktop integration.
- vcita: vcita is an SMB business management platform combining CRM, scheduling, invoicing, and payments for service-based small businesses. Competes with Method across multiple modules for the same SMB professional services customer base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Method:CRM social profiles
Digital presenceMethod:CRM compliance and trust
Trust signalCompliance4 records
Method:CRM financial estimates
Financial estimateRevenue estimate
Valuation estimate
Method:CRM leadership team
Management profileNumber of profiles
Profiles7 records
Method:CRM funding detail
Funding detailFunding overview
Funding rounds4 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Method:CRM M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Method:CRM
What does Method:CRM do?
Method:CRM sells a no-code, customizable CRM platform delivered in two editions — one built natively around QuickBooks (Online, Desktop, and Enterprise) and another for Xero — that synchronizes customer, sales, and billing data bidirectionally with the connected accounting system in real time. The platform is modular, offering customer management, sales pipeline, lead-to-cash workflow automation, job/work-order management, customer portals, email campaigns, multi-entity support for franchises, a native mobile app, and a programmatic API, targeted at small and mid-sized businesses that run on QuickBooks or Xero.
Is Method:CRM a public or private company?
Method:CRM is a private company. It is classified as venture growth investor backed and is currently operating.
When was Method:CRM founded?
Method:CRM was founded in 2012. It employs 51 to 100 people.
Where is Method:CRM based?
Method:CRM is headquartered in Toronto, Canada, in the North America region.
How does Method:CRM make money?
Two revenue lines are on record. Subscription Licenses are the primary driver. The others are customization Services.
Who are Method:CRM's main competitors?
Direct peers on record are Copper, Keap, Pipedrive and Jobber. Broad incumbents are HubSpot, ServiceTitan, Salesforce and Zoho CRM. Emerging players are Housecall Pro and vcita.
Does Method:CRM have an API?
Yes. Method:API allows customers to access their Method account data programmatically. Any use of the API, including use through third-party products accessing Method data, is bound by the terms of service. Abuse or excessively frequent requests may result in temporary or permanent suspension of API access. Method reserves the right to modify, throttle, or discontinue API access at any time. Developer documentation is at www.method.me/features/api.
What industry is Method:CRM in?
Method:CRM's product category is CRM Software. Its primary akta.pro industry code is HDAEAFAD, Customer Success & Account Management CRM, with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 5132 and its SIC code is 7372.