--- description: Tudo sobre Method CRM: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Method CRM - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Sistemas CRM](/directory/2/customer-relationship-management/software) > [Method CRM](/software/130389/method-crm) # Method CRM Canonical: https://www.capterra.pt/software/130389/method-crm Page: 1 / 6\ Seguinte: [Next page](https://www.capterra.pt/software/130389/method-crm?page=2) > Um CRM bem-avaliado pelos usuários do QuickBooks, o Method simplifica todo o seu negócio, desde o cliente potencial até o recorrente. > > Verdict: Rated **4.2/5** by 129 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa Method CRM? Pequenas e médias empresas que usam o QuickBooks Desktop ou o QuickBooks Online. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.2/5** | 129 Avaliações | | Praticidade | 3.9/5 | Based on overall reviews | | Suporte ao cliente | 4.1/5 | Based on overall reviews | | Relação qualidade/preço | 3.9/5 | Based on overall reviews | | Recursos | 4.0/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Method Integration - **Location**: Toronto, Canadá - **Founded**: 2010 ## Commercial Context - **Preço inicial**: 27,00 US$ - **Modelo de preços**: (Teste Grátis) - **Target Audience**: 2 - 10, 11 - 50, 51 - 200 - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: inglês - **Available Countries**: Austrália, Canadá, Estados Unidos, Reino Unido ## Recursos - Acesso para Celular - Acompanhamento de atividades - Agendamento de compromissos - Alertas/notificações - Alerts/Escalation - Análise de dados preditiva - Armazenamento de documentos - Banco de dados de contatos - Banco de dados do cliente - CRM - Campos personalizáveis - Captura de leads - Contatos compartilhados - Distribuição de leads - For Financial Institutions - Geração de leads - Gerenciamento de contatos - Gerenciamento de e-mails - Gestão de calendários - Gestão de clientes - Gestão de leads - Gestão de tarefas - Gestão do fluxo de trabalho - Gestão do pipeline - Gestão do pipeline de vendas - Importação/exportação de dados - Lead Nurturing - Marketing por e-mail - Orçamentos/estimativas - Painel de atividades - Pesquisa e filtro - Previsão de vendas - Qualificação de leads - Rastreamento de interações - Relatórios de vendas - Relatórios e análise de dados - Relatórios e estatística - Relatórios personalizáveis - Segmentação - Segmentação de leads - Sistema de calendário ou lembretes - Third-Party Integrations ## Integrations (10 total) - Gmail - Google Calendar - Google Workspace - Mailchimp - Microsoft Outlook - PayPal - QuickBooks Enterprise - QuickBooks Online - Xero - Zapier ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Sistemas CRM](https://www.capterra.pt/directory/2/customer-relationship-management/software) ## Categorias relacionadas - [Sistemas CRM](https://www.capterra.pt/directory/2/customer-relationship-management/software) - [Software CRM Online](https://www.capterra.pt/directory/30072/online-crm/software) - [Software de Sucesso do Cliente](https://www.capterra.pt/directory/30961/customer-success/software) - [Software de Gestão de Contatos](https://www.capterra.pt/directory/30016/contact-management/software) - [Software CRM para Pequenas Empresas](https://www.capterra.pt/directory/31583/small-business-crm/software) ## Alternativas 1. [Zoho CRM](https://www.capterra.pt/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.pt/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 3. [HubSpot CRM](https://www.capterra.pt/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.pt/software/61368/salesforce) — 4.4/5 (18768 reviews) 5. [Dynamics 365](https://www.capterra.pt/software/157279/dynamics-365) — 4.4/5 (5811 reviews) ## Avaliações ### "Excellent CRM to customize with Great Customer Support" — 5.0/5 > **Chitta Ranjan** | *7 de janeiro de 2019* | Serviços e tecnologia da informação | Recommendation rating: 8.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 de abril de 2025* | Indústria têxtil | Recommendation rating: 10.0/10 > > **Vantagens**: Its customizable features allow it to function and look the way that best suits your needs. > > **Desvantagens**: 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 de março de 2026* | Atacadistas | Recommendation rating: 0.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 de fevereiro de 2025* | Atacadistas | Recommendation rating: 10.0/10 > > **Vantagens**: Seamless QuickBooks integration and excellent tech support make this a reliable choice for businesses looking for efficiency and responsive assistance. > > **Desvantagens**: some function still require customization ----- ### "Less data entry" — 5.0/5 > **Mandy** | *31 de outubro de 2024* | Varejistas | Recommendation rating: 10.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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. ----- Page: 1 / 6\ Seguinte: [Next page](https://www.capterra.pt/software/130389/method-crm?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/130389/method-crm) ## This page is available in the following languages | Locale | 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 | | ----- ## Structured Data