--- description: ¿Qué es y para qué sirve Method CRM? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es Method CRM? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Sistema CRM](/directory/2/customer-relationship-management/software) > [Method CRM](/software/130389/method-crm) # Method CRM Canonical: https://www.capterra.mx/software/130389/method-crm Página: 1 de 7\ Siguiente: [Página siguiente](https://www.capterra.mx/software/130389/method-crm?page=2) > Como uno de los mejores CRM según los usuarios de QuickBooks, Method optimiza tu negocio desde el cliente potencial hasta las ventas repetidas y todo lo demás. > > Veredicto: 141 usuarios lo han valorado con **4.2/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Method CRM? Pequeñas y medianas empresas que utilizan QuickBooks Desktop o QuickBooks Online. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.2/5** | 141 Opiniones | | Facilidad de uso | 3.9/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.2/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.0/5 | Basado en las opiniones generales | | Funciones | 4.1/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 70% | (7/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Method Integration - **Ubicación**: Toronto, Canadá - **Constitución**: 2010 ## Contexto comercial - **Precio inicial**: USD 27.00 - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: 2-10, 11-50, 51-200 - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Australia, Canadá, Estados Unidos, Reino Unido ## Funciones - Acceso móvil - Alertas y notificaciones - Alerts/Escalation - Almacenamiento de documentos - Análisis predictivo - Base de datos de clientes - Base de datos de contactos - Búsqueda/filtro - CRM - Campos personalizables - Captura de clientes potenciales - Contactos compartidos - Creación de informes y estadísticas - Creación de informes/análisis - Cualificación de leads - Distribución de clientes potenciales - For Financial Institutions - Generación de clientes potenciales - Generación de clientes potenciales - Gestión de calendarios - Gestión de clientes - Gestión de clientes potenciales - Gestión de contactos - Gestión de correo electrónico - Gestión de flujos de trabajo - Gestión de tareas - Gestión del pipeline - Gestión del pipeline de ventas - Importación y exportación de datos - Informes de ventas - Informes personalizables - Marketing por correo electrónico - Panel de actividades - Presupuestos y estimaciones - Previsión de ventas - Programación de citas - Segmentación - Segmentación de clientes potenciales - Seguimiento de actividades - Seguimiento de interacciones - Sistema de calendarios o recordatorios - Third-Party Integrations ## Integraciones (en total: 10) - Gmail - Google Calendar - Google Workspace - Mailchimp - Microsoft Outlook - PayPal - QuickBooks Enterprise - QuickBooks Online - Xero - Zapier ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Sistema CRM](https://www.capterra.mx/directory/2/customer-relationship-management/software) ## Categorías relacionadas - [Sistema CRM](https://www.capterra.mx/directory/2/customer-relationship-management/software) - [Software CRM online](https://www.capterra.mx/directory/30072/online-crm/software) - [Software para el éxito del cliente](https://www.capterra.mx/directory/30961/customer-success/software) - [Software de gestión de contactos](https://www.capterra.mx/directory/30016/contact-management/software) - [Software CRM para pequeñas empresas](https://www.capterra.mx/directory/31583/small-business-crm/software) ## Alternativas 1. [HubSpot CRM](https://www.capterra.mx/software/152373/hubspot-crm) — 4.5/5 (4458 reviews) 2. [Zoho CRM](https://www.capterra.mx/software/155928/zoho-crm) — 4.3/5 (6974 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.mx/software/204998/bigin-by-zoho-crm) — 4.7/5 (731 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.mx/software/61368/salesforce) — 4.4/5 (18783 reviews) 5. [Dynamics 365](https://www.capterra.mx/software/157279/dynamics-365) — 4.4/5 (5823 reviews) ## Opiniones ### "Excellent CRM to customize with Great Customer Support" — 5.0/5 > **Chitta Ranjan** | *7 de enero de 2019* | Tecnología y servicios de la información | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 mayo de 2026* | Bienes de consumo | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 marzo de 2026* | Comercio mayorista | Valoración de la recomendación: 0.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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* | Construcción | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 mayo de 2026* | Marketing y publicidad | Valoración de la recomendación: 7.0/10 > > **Puntos a favor**: The ease in inputting client data - either manual or uploading in batches and also the link with QuickBooks. > > **Puntos en contra**: 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. ----- Página: 1 de 7\ Siguiente: [Página siguiente](https://www.capterra.mx/software/130389/method-crm?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/130389/method-crm) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados