---
description: Detaillierte Informationen über Method CRM zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz.
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title: Method CRM Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026
---

Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/2/customer-relationship-management/software) > [Method CRM](/software/130389/method-crm)

# Method CRM

Canonical: https://www.capterra.ch/software/130389/method-crm

Seite: 1 / 6\
Weiter: [Nächste Seite](https://www.capterra.ch/software/130389/method-crm?page=2)

> Als das führende CRM von QuickBooks-Nutzern optimiert Method dein Unternehmen vom Lead bis zur Stammkundschaft – und alle dazwischen.
> 
> Bewertung: **4.2/5** von 129 Nutzern. Top bewertet für **Weiterempfehlungsquote**.

-----

## Übersicht

### Wer verwendet Method CRM?

Kleine und mittelständische Unternehmen, die QuickBooks Desktop oder QuickBooks Online verwenden.

## Kurzstatistiken und Ratings

| Metrik | Bewertung | Detail |
| **Gesamt** | **4.2/5** | 129 Nutzerbewertungen |
| Bedienkomfort | 3.9/5 | Auf Basis der Gesamtbewertungen |
| Kundenbetreuung | 4.1/5 | Auf Basis der Gesamtbewertungen |
| Preis-Leistungs-Verhältnis | 3.9/5 | Auf Basis der Gesamtbewertungen |
| Funktionen | 4.0/5 | Auf Basis der Gesamtbewertungen |
| Empfehlungsprozentsatz | 70% | (7/10 Weiterempfehlungsquote) |

## Über den Anbieter

- **Unternehmen**: Method Integration
- **Region**: Toronto, Kanada
- **Gegründet**: 2010

## Gewerblicher Kontext

- **Startpreis**: $ 27.00
- **Preismodell**:  (Gratis Testen)
- **Zielgruppe**: 2–10, 11–50, 51–200
- **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil)
- **Unterstützte Sprachen**: Englisch
- **Verfügbare Länder**: Australien, Kanada, Vereinigte Staaten, Vereinigtes Königreich

## Funktionen

- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Alerts/Escalation
- Angebote / Schätzungen
- Anpassbare Berichte
- Anpassbare Felder
- Aufgabenmanagement
- Berichterstattung / Analyse
- Berichterstattung und Statistik
- CRM-Systeme
- Daten-Import / -Export
- Dokumentenspeicher
- E-Mail Marketing
- E-Mail-Management
- For Financial Institutions
- Gemeinsame Kontakte
- Kalender-/Erinnerungssystem
- Kalenderverwaltung
- Kontakt-Datenbank
- Kontaktmanagement
- Kundendatenbank
- Kundenmanagement
- Lead Segmentierung
- Lead-Distribution
- Lead-Erfassung
- Lead-Generierung
- Lead-Pflege
- Lead-Qualifizierung
- Leadmanagement
- Mobiler Zugriff
- Pipeline-Management
- Prädiktive Analytik
- Sales-Pipeline-Management
- Segmentierung
- Suchen / filtern
- Terminplanung
- Third-Party Integrations
- Verfolgung von Interaktionen
- Verkaufsberichte
- Verkaufsprognose
- Workflow-Management

## Integrationen (10 insgesamt)

- Gmail
- Google Calendar
- Google Workspace
- Mailchimp
- Microsoft Outlook
- PayPal
- QuickBooks Enterprise
- QuickBooks Online
- Xero
- Zapier

## Optionen für Kundensupport

- E-Mail/Helpdesk
- FAQ/Forum
- Wissensdatenbank
- Telefon-Support
- Chat

## Category

- [CRM-Systeme](https://www.capterra.ch/directory/2/customer-relationship-management/software)

## Ähnliche Kategorien

- [CRM-Systeme](https://www.capterra.ch/directory/2/customer-relationship-management/software)
- [Online CRM Systeme](https://www.capterra.ch/directory/30072/online-crm/software)
- [Customer Success Tools](https://www.capterra.ch/directory/30961/customer-success/software)
- [Kontaktmanagement Software](https://www.capterra.ch/directory/30016/contact-management/software)
- [CRM Software für Kleinunternehmen](https://www.capterra.ch/directory/31583/small-business-crm/software)

## Alternativen

1. [HubSpot CRM](https://www.capterra.ch/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)
2. [Zoho CRM](https://www.capterra.ch/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.ch/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
4. [Salesforce Sales Cloud](https://www.capterra.ch/software/61368/salesforce) — 4.4/5 (18768 reviews)
5. [Dynamics 365](https://www.capterra.ch/software/157279/dynamics-365) — 4.4/5 (5811 reviews)

## Nutzerbewertungen

### "Excellent CRM to customize with Great Customer Support" — 5.0/5

> **Chitta Ranjan** | *7. Januar 2019* | Informationstechnologie & -dienste | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: This is one of the best CRM that works well with QuickBooks.  You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.
> 
> **Nachteile**: Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive.
> 
> I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.

-----

### "Only wish we found Method SOONER. WE LOVE IT" — 5.0/5

> **Brooke** | *17. April 2025* | Textilien | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: Its customizable features allow it to function and look the way that best suits your needs.
> 
> **Nachteile**: If using Quickbooks Desktop payments, Method's payment gateway does not allow it in their platform. We are currently sending invoices from Quickbooks Desktop so that the customer has the option to pay with the link if they choose. Once the invoice is paid, we send the Paid Invoice via method so that the customer can have access to their portal. We can choose to use one of their accepted payment methods such as Stripe, but these do not sync with Quickbooks Desktop for merchant fees etc so to prevent adding to our data entry we have been reluctant to make a switch.
> 
> WE LOVE IT\! It serves as advertised and WAY MORE. We use it for production task scheduling and tracking, customer communications and information, allowing our employees to see order history, time tracking and more.

-----

### "Buyer Beware" — 1.0/5

> **Wade** | *2. März 2026* | Groߟhandel | Empfehlungsbewertung: 0.0/10
> 
> **Vorteile**: The promise of customization, but it required unnecessarily lengthy hand-holding, bids for work, and as soon as I asked for a refund, a complete lack of communication.
> 
> **Nachteile**: Sold on “easy customization,” got the opposite. The process is unnecessarily complex, costly, and nothing like what was promised.
> 
> I asked for a refund before any work began and my rep, \[sensitive content hidden\], stopped responding. After multiple attempts I had to email a general inbox just to get reassigned to \[sensitive content hidden\]. Then their team lead, \[sensitive content hidden\], got involved and offered no solution beyond quoting policy. Method refused to refund a deposit for customization work never executed. Be careful—what they sell and what you get are very different.

-----

### "Great Tech support" — 5.0/5

> **Cathy** | *11. Februar 2025* | Groߟhandel | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: Seamless QuickBooks integration and excellent tech support make this a reliable choice for businesses looking for efficiency and responsive assistance.
> 
> **Nachteile**: some function still require customization

-----

### "Less data entry" — 5.0/5

> **Mandy** | *31. Oktober 2024* | Einzelhandel | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: Method makes creating estimates, work orders, sales orders all from the Opportunities app super easy. I also like being able to customize documents to match our company branding.
> 
> **Nachteile**: After an opportunity is closed it does remain on the opportunity screen, which causes a little bit of clutter, but this is minor.
> 
> I tell my boss on the daily how much I like using Method. Navigating the apps is very simple. Previously we used multiple platforms which caused a lot of redundant data entry. Method takes that away.

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Weiter: [Nächste Seite](https://www.capterra.ch/software/130389/method-crm?page=2)

## Links

- [Auf Capterra anzeigen](https://www.capterra.ch/software/130389/method-crm)

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