--- 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 / 7\ 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 139 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** | 139 Avaliações | | Praticidade | 3.9/5 | Based on overall reviews | | Suporte ao cliente | 4.2/5 | Based on overall reviews | | Relação qualidade/preço | 4.0/5 | Based on overall reviews | | Recursos | 4.1/5 | 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 (6973 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.pt/software/204998/bigin-by-zoho-crm) — 4.7/5 (730 reviews) 3. [HubSpot CRM](https://www.capterra.pt/software/152373/hubspot-crm) — 4.5/5 (4458 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.pt/software/61368/salesforce) — 4.4/5 (18782 reviews) 5. [Dynamics 365](https://www.capterra.pt/software/157279/dynamics-365) — 4.4/5 (5822 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. ----- ### "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 de maio de 2026* | Bens de consumo | Recommendation rating: 9.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 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 CRM System" — 4.0/5 > **Kelsey** | *30 de abril de 2026* | Construção | Recommendation rating: 8.0/10 > > **Vantagens**: One of my favorite things about Method is the support we have received from our rep, Thomas. He has worked in detail with us to customize the platform to fit our needs. > > **Desvantagens**: One of my least favorite things about Method is some of the issues we have had with QBO syncing. We have gotten things dialed in recently and are seeing less problems. ----- ### "Thumbs up on Method CRM" — 5.0/5 > **Dan** | *11 de maio de 2026* | Publicidade e marketing | Recommendation rating: 7.0/10 > > **Vantagens**: The ease in inputting client data - either manual or uploading in batches and also the link with QuickBooks. > > **Desvantagens**: The email marketing application could be improved for better design creation and analytics. Once that part is improved then it is a full service platform > > Technical and customer support is prompt and well trained. Pricing is competitive and interface user friendly. ----- Page: 1 / 7\ 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