Pricing
Sign-up and connect to QuickBooks in as little as 60 seconds. Your trial starts on the full featured Method CRM Pro version. Cancel, downgrade, or convert your trial into a subscription at any time in the next 30 days. Sign up now for your free trial.
Method CRM Pro |
Method CRM |
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Price per month per user for price breaks and additional license options see FAQ below |
$40 | $25 |
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| Access QuickBooks customers, vendors and employees |
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Access QuickBooks transactions such as invoices, time tracking and vendor bills |
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| Access QuickBooks data on a mobile phone browser |
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| Track phone calls, emails and reminders |
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| Track marketing campaigns and sales opportunities |
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| Integrate with Gmail, Google Apps, Outlook and SmartVault. |
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Basic customization configure fields, screens and reports |
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Advanced customization create your own database tables and dropdown lists |
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| Create your own business application |
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| Free installation of Method Field Services or Method Scheduling & Invoicing app |
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Free installation of Method Expense Reports app not currently available for QuickBooks Online versions of Method |
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| Ability to share and download screens and reports |
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| Ability to install 3rd party apps |
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Frequently asked sign up questions
How does the 30 day trial work?
Sign up today for a free trial, no credit card needed. At any point during the trial you can go to Customize > My Account to cancel. Under My Account you can also provide payment information that will be used to convert your trial to a subscription at the end of the 30 days.
Which version is the trial on?
The trial starts with the full featured Method CRM Pro. At anytime you can downgrade/upgrade by going to Customize > My Account.
I've got many users, are there price breaks?
Yes, companies with 20 or more users benefit from Shared Licensing, which dramatically
reduces costs.
Method CRM Pro:
1 to 19 named users - $40 /each
20+ users - learn about Shared Licensing
Method CRM:
1 to 19 named users - $25 /each
20+ users - learn about Shared Licensing
Is licensing per "named" user or "shared" between users?
The pricing you see above is per named user. This means that if you want Bob, Jim and Sally to sign in, you need 3 user licenses, regardless of how many are signed in at the same time. However, once you have 20 or more licences, you are automatically switched to Shared Licensing, where you can have as many named users sign into Method as you like providing you have enough licenses to cover the number of users who are signed in at any one time. Learn more about licensing.
What is the refund policy?
After you convert your trial, your subscription is month-to-month and you can cancel anytime (under Customize > My Account). If you cancel your account you will not be charged again, but you are responsible for charges already incurred up until your cancellation. Refunds will not be issued and we don't prorate for partial months.
Do I have to sign a contract?
No. Method is a pay-as-you-go service. There are no long term contracts or commitments. You simply pay month-to-month. The responsibility to cancel lies with you, which you can do at any time by going to Customize > My Account.
How can I talk to a real person about my questions?
Call us toll free at 1-888-9-ALOCET (1-888-925-6238). If you are local or overseas, call 1-416-847-0400.
(*) Extra charges may apply
In the case of 3rd party apps, the app developer can set and display their own pricing, which you must agree to before installing the app.
In the case of portals, there is no charge for customers or vendors to log into Method via the portals, provided there is not very heavy usage. Very heavy usage of portal sessions is rare (less than 1% of our users). A portal session is a 5 minute increment of continuous activity in a portal. To be clear, staff logging in to Method regularly, using a non-portal login, are not counted - it's only counted when a special portal login is used, such as when a customer signs in to view or pay a bill. For very heavy usage, the first 500 portal sessions per month are free, and then are $0.15 thereafter.
In the case of storage, you have 500MB of storage X the number of paid users. So if you have 3 paid users, you have 1.5G of storage. Overage is 1 cent per MB per day.