--- 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. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress 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 / 7\ 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 142 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** | 142 Nutzerbewertungen | | Bedienkomfort | 3.9/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.2/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.0/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.1/5 | 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 (4468 reviews) 2. [Zoho CRM](https://www.capterra.ch/software/155928/zoho-crm) — 4.3/5 (6982 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.ch/software/204998/bigin-by-zoho-crm) — 4.7/5 (738 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.ch/software/61368/salesforce) — 4.4/5 (18790 reviews) 5. [Dynamics 365](https://www.capterra.ch/software/157279/dynamics-365) — 4.4/5 (5833 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. ----- ### "If you’re looking for a CRM that can be shaped around exactly what you need, this is an outstanding choice." — 5.0/5 > **Anita** | *12. Mai 2026* | Konsumgüter | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: We use Method as our CRM because it integrates properly with QuickBooks Desktop, which was a major requirement for our business. Unlike many CRM systems that offer only limited syncing, Method gives us a reliable connection between our customer management and accounting processes. What makes the platform especially valuable is its flexibility. Anything that doesn’t sync out of the box can be fully customized and mapped by the Method technicians to fit exactly how your business operates. That level of customization has made a huge difference for us because our workflows are not standard, and we needed a system that could adapt instead of forcing us into rigid processes. The Method team has been excellent to work with throughout setup and customization. They took the time to understand our needs and tailored the CRM around them, making the whole system feel purpose-built for our company. > > **Nachteile**: One downside we’ve experienced is the search functionality. The search bar is very sensitive to small misspellings, spacing issues, or missed punctuation, which can make finding records frustrating at times. A more forgiving or predictive search feature would greatly improve usability and efficiency. > > Overall, Method has helped us streamline operations, improve visibility across departments, and maintain accurate synchronization with QuickBooks Desktop while still allowing complete flexibility where needed. ----- ### "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. ----- ### "CRM Customization" — 4.0/5 > **Gabriela** | *22. Mai 2026* | Maschinerie | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: The ability to be able to make custom project entries and how easy it was to get it done with their customer support. > > **Nachteile**: Its missing a kanban feature, for us to track project status and do kick off meeting. The estimates can only be viewed entering the portal, some of our customers do not want to use another portal and prefer an attachment. > > Our overall experience has been positive, it's customized to our processes and easy to use. We are able to find previous projects easier and all data is organized. ----- ### "Getting organized thanks to method" — 5.0/5 > **Renny** | *1. Juni 2026* | Baumaterial | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: I really enjoy how this helps me organize estimates, invoices, and customer payment option. Running a business is a lot to remember so logging me every day showing me estimates I've sent out makes it easy to touch base with customers and make sure no one goes forgotten. > > **Nachteile**: Not much, the setting up was real easy with customer service and the fact you can customize everything to your day to day makes it easy. > > High enjoyable. As mentioned no more loosing jobs from forgetting customers, receiving payment has made my life and day to day so much easier ----- Seite: 1 / 7\ 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) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Strukturierte Daten