{"id":3593,"date":"2018-11-02T08:15:00","date_gmt":"2018-11-02T12:15:00","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=3593"},"modified":"2025-12-16T13:18:26","modified_gmt":"2025-12-16T18:18:26","slug":"crm-comparison-method-vs-salesforce","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/crm-comparison-method-vs-salesforce\/","title":{"rendered":"CRM comparison: Method vs. Salesforce small business solutions"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Choosing a CRM takes thought, especially when you\u2019re a small business with big goals. Between features, pricing, integrations, and ease of use, there\u2019s a lot to weigh.&nbsp;\u2696\ufe0f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Since CRM software is an investment, you don\u2019t want to outgrow the software in a few short years. Ideally, you want a solution that can continue to evolve as your business grows. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You also want to keep your employees in mind, as adopting new software means training current and future staff members on how to use it effectively to ensure an optimized customer experience. And you want to ensure that the vendor you choose can meet your needs for employee training, ongoing customer service, automation capabilities, and technical support.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here at <a href=\"https:\/\/www.method.me\/crm-quickbooks\/lead-management-software\/\">Method CRM<\/a>, we\u2019ve been supporting QuickBooks-based businesses since 2010. Method is loved by small and medium-sized teams for its real-time, two-way QuickBooks sync, no-code customization, and end-to-end workflow automation.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this post, you\u2019ll compare Method CRM and Salesforce\u2019s small business products. The main difference between Method CRM and Salesforce is the flexibility, level of personalization, and integration depth each solution offers. Keep reading to understand which online CRM system option is right for you. \ud83d\ude4c \ud83d\udcaf\ud83d\udcc8<\/p>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-customize-workflows-and-watch-your-team-thrive\">Customize workflows and watch your team thrive.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content crm-cta3\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/?_gl=1*schi9*_gcl_au*NTM5Njc1NjE4LjE3NTAxODEwOTAuODM0MzQ4ODUwLjE3NTIwNjY2MTMuMTc1MjA2NjYxMw..*_ga*MTYxMTU1MjExMS4xNzUwMTgxMDkw*_ga_L2HEZNW53E*czE3NTQ3MDQ2NjUkbzEwOCRnMSR0MTc1NDcwNzA3MyRqNTkkbDAkaDE0ODY3OTMwMDA.&amp;_ga=2.9317042.606671239.1754399114-1611552111.1750181090\">Try Method for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n<h2 class=\"simpletoc-title\">Table of Contents<\/h2>\n<ul class=\"simpletoc-list\">\n\n<li><a href=\"#h-key-features\">Key features \u2699\ufe0f<\/a>\n\n\n<ul><li>\n<a href=\"#h-method\">Method<\/a>\n\n<\/li>\n\n<\/li>\n<li><a href=\"#h-salesforce\">Salesforce<\/a>\n\n<\/li>\n<\/ul>\n<li><a href=\"#h-target-industries\">Target industries \ud83c\udfaf<\/a>\n\n\n<ul><li>\n<a href=\"#h-method-0\">Method<\/a>\n\n<\/li>\n<li><a href=\"#h-salesforce-0\">Salesforce<\/a>\n\n<\/li>\n\n<\/li>\n<\/ul>\n<li><a href=\"#h-software-integrations\">Software integrations \ud83d\udd17<\/a>\n\n\n<ul><li>\n<a href=\"#h-method-crm\">Method CRM<\/a>\n\n<\/li>\n<li><a href=\"#h-salesforce-1\">Salesforce<\/a>\n\n<\/li>\n<\/ul>\n<li><a href=\"#h-what-makes-each-crm-unique\">What makes each CRM unique? \ud83c\udfa8<\/a>\n\n\n<ul><li>\n<a href=\"#h-method-1\">Method<\/a>\n\n<\/li>\n<li><a href=\"#h-salesforce-2\">Salesforce<\/a>\n\n<\/li>\n<\/ul>\n<li><a href=\"#h-free-trial-options\">Free trial options \ud83c\udf81<\/a>\n\n\n<ul><li>\n<a href=\"#h-method-crm-0\">Method CRM<\/a>\n\n<\/li>\n<li><a href=\"#h-salesforce-3\">Salesforce<\/a>\n\n<\/li>\n<\/ul>\n<li><a href=\"#h-pricing-options-amp-head-to-head-comparison\">Pricing options &amp; head-to-head comparison \ud83d\udcb0<\/a>\n\n\n<li><a href=\"#h-customer-support-comparison\">Customer support comparison \ud83d\udc68\ud83c\udffb\u200d\ud83d\udcbb<\/a>\n\n\n<ul><li>\n<a href=\"#h-method-2\">Method<\/a>\n\n<\/li>\n<li><a href=\"#h-salesforce-4\">Salesforce<\/a>\n\n<\/li>\n\n<\/li>\n<\/ul>\n<li><a href=\"#h-final-thoughts\">Final thoughts \ud83d\udca1<\/a>\n<\/li><\/ul>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features\">Key features \u2699\ufe0f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Each CRM platform has core features that define how it supports your team, from lead management to customer service and marketing automation. These features vary widely from vendor to vendor, so it\u2019s important to match the CRM\u2019s capabilities with your industry, business needs, workflows, and future goals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s how Method CRM and Salesforce compare in terms of key functionality.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-method\"><strong>Method<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2516\" height=\"1169\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/Method-CRM.jpg\" alt=\"Method-CRM-vs-Salesforce\" class=\"wp-image-36461 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/Method-CRM.jpg 2516w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/Method-CRM-768x357.jpg 768w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/Method-CRM-1536x714.jpg 1536w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/Method-CRM-2048x952.jpg 2048w\" data-sizes=\"(max-width: 2516px) 100vw, 2516px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 2516px; --smush-placeholder-aspect-ratio: 2516\/1169;\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Built for QuickBooks and Xero users:<\/strong> Method is purpose-built for small businesses that use QuickBooks Online and Desktop. It offers one of the most powerful two-way syncs on the market, ensuring real-time updates across your CRM and accounting system with no duplicate entries or data gaps. <a href=\"https:\/\/www.method.me\/\">Method<\/a> also offers a native Xero integration.<\/li>\n\n\n\n<li class=\"\"><strong>Centralized lead and contact management:<\/strong> Capture and manage leads efficiently with web-to-lead forms, <a href=\"https:\/\/www.method.me\/crm-quickbooks\/integrations\/\">email integrations<\/a>, and built-in sales pipelines. With everything in one place, your team can follow up faster and close more deals while providing seamless <a href=\"http:\/\/google.com\/url?q=https:\/\/www.method.me\/crm-quickbooks\/customer-management-software\/&amp;sa=D&amp;source=editors&amp;ust=1758813390969940&amp;usg=AOvVaw17KX9wYDKZ8d7rI04z-vHk\">customer relationship management<\/a>.<\/li>\n\n\n\n<li class=\"\"><strong>Automated workflows and customer portals:<\/strong> Method allows you to create automated processes like sending invoices or triggering email campaigns for follow-ups using drag-and-drop, no-code tools. You can also give clients self-service access through branded <a href=\"https:\/\/www.method.me\/features\/portals\/\">customer portals<\/a>.<\/li>\n\n\n\n<li class=\"\"><strong>Full customer visibility:<\/strong> Method provides a complete 360-degree view of your customer relationships from transactions and communications to outstanding invoices and previous support cases through their reporting tools, helping you build loyalty and repeat business.<\/li>\n\n\n\n<li class=\"\"><strong>Enterprise-level flexibility without the price tag:<\/strong> <a href=\"https:\/\/www.method.me\/crm-quickbooks\/custom-crm-software\/\">Method is fully customizable<\/a> without needing a developer. Whether you want to tweak an existing workflow or build a custom app, Method scales with your business without the cost and complexity of traditional enterprise software.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-customize-workflows-and-watch-your-team-thrive\">Customize workflows and watch your team thrive.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content crm-cta3\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/?_gl=1*schi9*_gcl_au*NTM5Njc1NjE4LjE3NTAxODEwOTAuODM0MzQ4ODUwLjE3NTIwNjY2MTMuMTc1MjA2NjYxMw..*_ga*MTYxMTU1MjExMS4xNzUwMTgxMDkw*_ga_L2HEZNW53E*czE3NTQ3MDQ2NjUkbzEwOCRnMSR0MTc1NDcwNzA3MyRqNTkkbDAkaDE0ODY3OTMwMDA.&amp;_ga=2.9317042.606671239.1754399114-1611552111.1750181090\">Try Method for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce\"><strong>Salesforce<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2508\" height=\"1164\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/Salesforce.jpg\" alt=\"Method-CRM-vs-Salesforce\" class=\"wp-image-36462 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/Salesforce.jpg 2508w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/Salesforce-768x356.jpg 768w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/Salesforce-1536x713.jpg 1536w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/Salesforce-2048x951.jpg 2048w\" data-sizes=\"(max-width: 2508px) 100vw, 2508px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 2508px; --smush-placeholder-aspect-ratio: 2508\/1164;\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Sell:<\/strong> Salesforce offers many sales tools to cover the entire sales process, including lead tracking, opportunity management, customizable pipelines, and forecasting. These tools are designed to help teams close deals faster and more efficiently.<\/li>\n\n\n\n<li class=\"\"><strong>Service:<\/strong> With Salesforce\u2019s case management and omnichannel support tools, you can resolve customer issues faster, track service performance, and build long-term satisfaction.<\/li>\n\n\n\n<li class=\"\"><strong>Market:<\/strong> Salesforce includes built-in marketing tools (depending on the plan) that allow businesses to segment customers, send campaigns, and track engagement all on one platform.<\/li>\n\n\n\n<li class=\"\"><strong>Connect:<\/strong> Salesforce integrates with thousands of third-party applications via its AppExchange. From accounting tools to live chat software, you can connect Salesforce to nearly every system your business uses.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2560\" height=\"485\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/better-than-salesforce-testimonial-method-crm-scaled.jpg\" alt=\"better-than-salesforce-testimonial-method-crm\" class=\"wp-image-36469 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/better-than-salesforce-testimonial-method-crm-scaled.jpg 2560w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/better-than-salesforce-testimonial-method-crm-768x145.jpg 768w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/better-than-salesforce-testimonial-method-crm-1536x291.jpg 1536w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/better-than-salesforce-testimonial-method-crm-2048x388.jpg 2048w\" data-sizes=\"(max-width: 2560px) 100vw, 2560px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 2560px; --smush-placeholder-aspect-ratio: 2560\/485;\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-target-industries\">Target industries \ud83c\udfaf<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When investing in a new CRM, it\u2019s good to check whether the vendor has any experience with customers in your industry. If you\u2019re looking for an out-of-the-box solution, it\u2019s a good sign when the product is used by businesses similar to yours.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-method-0\"><strong>Method<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Method is built for QuickBooks users and is widely used across industries such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><a href=\"https:\/\/www.method.me\/industry\/construction-contractors\/\">Construction contractors<\/a>&nbsp;<\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/industry\/field-services\/\">Field services<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/industries\/accounting-crm-software\/\">Accounting &amp; bookkeeping<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/industry\/manufacturing-wholesale\/\">Manufacturing<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/industry\/warehousing-distribution\/\">Warehousing &amp; distribution<\/a><\/li>\n\n\n\n<li class=\"\"><a href=\"https:\/\/www.method.me\/industry\/it-consulting-services\/\">IT &amp; consulting services&nbsp;<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Method is an ideal fit for businesses that want deep accounting integration and flexible workflows.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce-0\"><strong>Salesforce<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce serves a wide range of sectors, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Financial services<\/li>\n\n\n\n<li class=\"\">Healthcare<\/li>\n\n\n\n<li class=\"\">Retail &amp; eCommerce<\/li>\n\n\n\n<li class=\"\">Manufacturing<\/li>\n\n\n\n<li class=\"\">Government &amp; education<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s a flexible platform, but tends to be a better fit for larger organizations with dedicated IT support.<\/p>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-customize-workflows-and-watch-your-team-thrive\">Customize workflows and watch your team thrive.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content crm-cta3\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/?_gl=1*schi9*_gcl_au*NTM5Njc1NjE4LjE3NTAxODEwOTAuODM0MzQ4ODUwLjE3NTIwNjY2MTMuMTc1MjA2NjYxMw..*_ga*MTYxMTU1MjExMS4xNzUwMTgxMDkw*_ga_L2HEZNW53E*czE3NTQ3MDQ2NjUkbzEwOCRnMSR0MTc1NDcwNzA3MyRqNTkkbDAkaDE0ODY3OTMwMDA.&amp;_ga=2.9317042.606671239.1754399114-1611552111.1750181090\">Try Method for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-software-integrations\">Software integrations \ud83d\udd17<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s important to consider whether a potential CRM can integrate with your current tools. Most CRM solutions today are designed to integrate seamlessly with common business applications and programs. This makes it easier to adopt a new system and ensure that none of your data falls through the cracks. Here are some of the software integrations available for Method and Salesforce.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-method-crm\"><strong>Method CRM<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>QuickBooks (Online and Desktop):<\/strong> Method offers best-in-class two-way sync with QuickBooks, allowing real-time updates between your CRM and accounting software. Customer data, transactions, payments, and estimates all stay perfectly aligned without manual data entry or double-checking. Small businesses that use QuickBooks as their financial hub will find this especially valuable.<\/li>\n\n\n\n<li class=\"\"><strong>Gmail and Outlook:<\/strong> With Method\u2019s Sidebar for Gmail and Outlook, you can view and update CRM data directly from your inbox. See contact history, create activities, and log communications without switching tabs, keeping everything centralized and efficient.<\/li>\n\n\n\n<li class=\"\"><strong>Mailchimp: <\/strong>Send marketing campaigns directly from your CRM by syncing contacts to Mailchimp in just a few clicks. There\u2019s no need to export CSVs or manually upload contacts, as your marketing lists stay up to date automatically.<\/li>\n\n\n\n<li class=\"\"><strong>Google Calendar: <\/strong>The two-way sync between Method and Google Calendar allows users to create, view, and update CRM activities from either platform. That way, you never miss a meeting, call, or task, whether you&#8217;re in your calendar or your CRM.<\/li>\n\n\n\n<li class=\"\"><strong>Third-party connector:<\/strong> Method can also be connected with thousands of apps via Zapier.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce-1\"><strong>Salesforce<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>AppExchange ecosystem:<\/strong> Salesforce offers a vast integration marketplace through its AppExchange. These include tools such as GetFeedback for customer surveys, FinancialForce for accounting, and Campaign Monitor for email marketing.<\/li>\n\n\n\n<li class=\"\"><strong>Popular add-ons:<\/strong> Salesforce users often extend the platform with features like lead routing, quote generation, customer feedback tools, and real-time analytics dashboards. These are ideal for teams building a complete end-to-end sales and service engine.<\/li>\n\n\n\n<li class=\"\"><strong>Custom integrations:<\/strong> Salesforce provides robust API access for businesses with unique workflows or niche software stacks. Middleware platforms like Zapier, Workato, or MuleSoft can connect Salesforce with almost any tool, from marketing platforms to industry-specific systems.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-makes-each-crm-unique\">What makes each CRM unique? \ud83c\udfa8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Every CRM has its strengths, but the right one depends on how it fits your specific goals. Here\u2019s a closer look at what sets Method and Salesforce apart from the rest.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-method-1\"><strong>Method<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Customize everything without coding:<\/strong> Method gives you the power to personalize your CRM exactly the way you need it. It lets you add new fields, automate workflows, build entire apps from scratch, and tailor the platform to match your business processes, without needing to write a single line of code.<\/li>\n\n\n\n<li class=\"\"><strong>Real-time QuickBooks sync:<\/strong> One of Method\u2019s standout features is its deep two-way integration with QuickBooks. Your data stays perfectly in sync across platforms, so you can avoid duplicate entries, manual exports, or delays in accessing up-to-date financial information.<\/li>\n\n\n\n<li class=\"\"><strong>Designed for small businesses:<\/strong> Method is built specifically with small to mid-sized businesses in mind. It avoids the complex and unnecessary features often found in enterprise tools, making it easier to implement, train staff, and start using right away.<\/li>\n<\/ul>\n\n\n\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913433287?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Win more business with a QuickBooks CRM\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce-2\"><strong>Salesforce<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>AI built in:<\/strong> Salesforce Einstein brings artificial intelligence into everyday workflows. From forecasting sales to automating follow-ups and surfacing the right insights at the right time, it helps sales and support teams make smarter decisions faster.<\/li>\n\n\n\n<li class=\"\"><strong>Enterprise scalability:<\/strong> Salesforce is a platform that can grow with your business. If you plan to expand your team into the hundreds or scale across regions, Salesforce has the infrastructure and tools to support that growth.<\/li>\n\n\n\n<li class=\"\"><strong>Massive third-party ecosystem: <\/strong>With AppExchange, Salesforce gives you access to a broad range of tools. Whether you need industry-specific features, advanced analytics, or customer engagement apps, there\u2019s likely a ready-made integration available.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-free-trial-options\">Free trial options \ud83c\udf81<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You should always take advantage of free trial opportunities before making your final decision to invest in a software solution. Use these trial periods to explore a CRM\u2019s features, get a feel for the interface, and assess how usable the program will be in your day-to-day operations.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-method-crm-0\"><strong>Method CRM<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">14-day free trial<\/li>\n\n\n\n<li class=\"\">No credit card required<\/li>\n\n\n\n<li class=\"\">Includes 1 hour of free customization with a Method expert<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce-3\"><strong>Salesforce<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">30-day free trial of starter plan<\/li>\n\n\n\n<li class=\"\">No credit card required<\/li>\n\n\n\n<li class=\"\">Access to limited features and guided setup<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-pricing-options-amp-head-to-head-comparison\">Pricing options &amp; head-to-head comparison \ud83d\udcb0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Pricing is where things really start to differ.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s how Method and Salesforce compare:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Feature<\/strong><\/td><td><strong>Method CRM<\/strong><\/td><td><strong>Salesforce small business solutions<\/strong><\/td><\/tr><tr><td><strong>Starting price (entry\u2011level plan)<\/strong><\/td><td><strong>$27\/user\/month<\/strong> when billed annually for the <em>Contact Management<\/em> plan.&nbsp;<\/td><td><strong>$25\/user\/month<\/strong> for the <em>Starter Suite<\/em> plan.<\/td><\/tr><tr><td><strong>Mid\u2011tier plan<\/strong><\/td><td>CRM Pro is $45\/user\/month (annual billing) or $49\/user\/month (monthly billing) for more advanced features.&nbsp;<\/td><td>Pro Suite runs $100\/user\/month (annual contract required) for more advanced features.<\/td><\/tr><tr><td><strong>Top\u2011tier\/enterprise scale plan<\/strong><\/td><td>CRM Enterprise costs $73\/user\/month when billed annually. More advanced capabilities and higher limits.&nbsp;<\/td><td>Sales Enterprise is $175\/user\/month (annual contract required). Adds advanced pipeline management, forecasting, opportunity scoring and more.&nbsp;<\/td><\/tr><tr><td><strong>Free trial<\/strong><\/td><td>14\u2011day free trial with access to CRM Pro; users can add Enterprise features during the trial.&nbsp;<\/td><td>Offers a 30-day free trial for the Starter Suite with limited features during the trial period.<\/td><\/tr><tr><td><strong>QuickBooks integration<\/strong><\/td><td>Deep, real\u2011time two\u2011way sync with QuickBooks is a core strength.&nbsp;<\/td><td>While Salesforce supports many integrations via its ecosystem, QuickBooks integration is not native in its Starter Suite. It often requires third\u2011party tools or additional configuration.<\/td><\/tr><tr><td><strong>Customization and workflows<\/strong><\/td><td>Offers no-code custom workflows, templates, online portals, custom fields, reports etc. You can tailor Method to fit your unique business needs without requiring developers.&nbsp;<\/td><td>Very strong customization via AppExchange, custom objects, enterprise features. High flexibility but often a more complex setup.&nbsp;<\/td><\/tr><tr><td><strong>Scalability for users\/feature growth<\/strong><\/td><td>Designed for small and mid\u2011sized businesses. As you grow, you can add more users and enable higher features. Less overhead for smaller teams.&nbsp;<\/td><td>Extremely scalable, designed to support large teams, complex roles, and enterprise settings. But cost &amp; deployment complexity rise accordingly.&nbsp;<\/td><\/tr><tr><td><strong>Learning curve &amp; setup complexity<\/strong><\/td><td>Smaller learning curve; tools are more immediately usable, easier onboarding. Less setup required for common workflows.<\/td><td>Higher learning curve, more customization means more setup time and potential for internal technical support needed.<\/td><\/tr><tr><td><strong>Support &amp; extras<\/strong><\/td><td>Method offers live support, training, articles, and during trial includes an hour of customization.&nbsp;<\/td><td>Salesforce offers a standard success plan, learning resources, and community forums. Higher tiers include more premium support.&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-customize-workflows-and-watch-your-team-thrive\">Customize workflows and watch your team thrive.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content crm-cta3\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/?_gl=1*schi9*_gcl_au*NTM5Njc1NjE4LjE3NTAxODEwOTAuODM0MzQ4ODUwLjE3NTIwNjY2MTMuMTc1MjA2NjYxMw..*_ga*MTYxMTU1MjExMS4xNzUwMTgxMDkw*_ga_L2HEZNW53E*czE3NTQ3MDQ2NjUkbzEwOCRnMSR0MTc1NDcwNzA3MyRqNTkkbDAkaDE0ODY3OTMwMDA.&amp;_ga=2.9317042.606671239.1754399114-1611552111.1750181090\">Try Method for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-support-comparison\"><br>Customer support comparison \ud83d\udc68\ud83c\udffb\u200d\ud83d\udcbb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">No matter which CRM you choose, you\u2019ll likely run into questions or problems on occasion. Not being able to access, edit, or understand your customer data can virtually halt your business. For this reason, it\u2019s essential to select a CRM that offers an adequate level of customer support.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-method-2\"><strong>Method<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Live chat, phone, and email support available Monday to Friday, 9 a.m. to 6 p.m. EST for all users including during the trial period.<\/li>\n\n\n\n<li class=\"\">Free customization call included with every trial, helping new users explore how to tailor Method to their business.<\/li>\n\n\n\n<li class=\"\">Access to a full Help Centre with step-by-step articles, video walkthroughs, how-to guides, and setup tutorials.<\/li>\n\n\n\n<li class=\"\">Live weekly webinars covering key features, integrations, and best practices for small business users.<\/li>\n\n\n\n<li class=\"\">Training and onboarding sessions with Method\u2019s Customer Success team.<\/li>\n\n\n\n<li class=\"\">Support with integrations, including QuickBooks, Gmail, Outlook, and more \u2014 no additional cost or third-party setup required.<\/li>\n\n\n\n<li class=\"\">Customization support available via in-house experts to help users build workflows, forms, and apps with no code.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Container One&#039;s success with Method: A story of growth and innovation\" data-src=\"https:\/\/player.vimeo.com\/video\/927276105?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce-4\"><strong>Salesforce<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">All Salesforce accounts include the Standard Success Plan, which provides access to self\u2011service resources, documentation, a Help Centre, and basic product support.<a href=\"https:\/\/www.salesforce.com\/uk\/services\/\">&nbsp;<\/a><\/li>\n\n\n\n<li class=\"\">Trailhead learning platform is available to all users. It includes guided learning paths, modules, and certifications so teams can build up their skills over time.<a href=\"https:\/\/www.salesforce.com\/uk\/services\/\">&nbsp;<\/a><\/li>\n\n\n\n<li class=\"\">Premier Success Plan adds more hands-on support: faster response times, more advisory resources, and tools designed to extract more value from Salesforce.<a href=\"https:\/\/www.salesforce.com\/uk\/services\/\">&nbsp;<\/a><\/li>\n\n\n\n<li class=\"\">Signature Success Plan is their top\u2011tier offer. It provides dedicated customer advocates, expert guidance, priority support, and specialized programmes focused on business outcomes.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-customize-workflows-and-watch-your-team-thrive\">Customize workflows and watch your team thrive.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content crm-cta3\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/?_gl=1*schi9*_gcl_au*NTM5Njc1NjE4LjE3NTAxODEwOTAuODM0MzQ4ODUwLjE3NTIwNjY2MTMuMTc1MjA2NjYxMw..*_ga*MTYxMTU1MjExMS4xNzUwMTgxMDkw*_ga_L2HEZNW53E*czE3NTQ3MDQ2NjUkbzEwOCRnMSR0MTc1NDcwNzA3MyRqNTkkbDAkaDE0ODY3OTMwMDA.&amp;_ga=2.9317042.606671239.1754399114-1611552111.1750181090\">Try Method for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\">Final thoughts \ud83d\udca1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Both Method CRM and Salesforce are powerful tools, but they solve different problems.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If your business revolves around QuickBooks, Method CRM is most likely the better fit. You\u2019ll get a CRM system that speaks your language, syncs in real time, and grows with you. Plus, you won\u2019t need an IT team to customize it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the other hand, if you\u2019re building a large operation and need robust enterprise features, Salesforce could be the right pick as long as you\u2019re ready to invest time and money into setup and training.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Want to see what Method looks like in action?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start your <a href=\"https:\/\/www.method.me\">14-day free trial now<\/a> \u2014 no credit card, no pressure.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Before choosing a CRM for your small business, it&#8217;s important to compare your options. Here&#8217;s a look at the key features of Method vs. Salesforce.<\/p>\n","protected":false},"author":24,"featured_media":36465,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[229],"tags":[23,33,188,17],"class_list":["post-3593","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","tag-choosing-a-crm","tag-crm","tag-crm-comparison","tag-small-business"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>CRM Comparison: Method vs. Salesforce &#8212; Method<\/title>\n<meta name=\"description\" content=\"Before choosing a CRM for your small business, it&#039;s important to compare your options. 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