--- description: ¿Qué piensan los usuarios de Method CRM? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Method CRM gracias a Capterra Costa Rica. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Method CRM - Opiniones, precios y características - Capterra Costa Rica 2026 --- Breadcrumb: [Inicio](/) > [Software CRM](/directory/2/customer-relationship-management/software) > [Method CRM](/software/130389/method-crm) # Method CRM Canonical: https://www.capterra.co.cr/software/130389/method-crm Página: 1 de 6\ Siguiente: [Página siguiente](https://www.capterra.co.cr/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: 129 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** | 129 Opiniones | | Facilidad de uso | 3.9/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.1/5 | Basado en las opiniones generales | | Relación calidad-precio | 3.9/5 | Basado en las opiniones generales | | Funciones | 4.0/5 | 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 - [Software CRM](https://www.capterra.co.cr/directory/2/customer-relationship-management/software) ## Categorías relacionadas - [Software CRM](https://www.capterra.co.cr/directory/2/customer-relationship-management/software) - [Software CRM online](https://www.capterra.co.cr/directory/30072/online-crm/software) - [Software para el éxito del cliente](https://www.capterra.co.cr/directory/30961/customer-success/software) - [Software de gestión de contactos](https://www.capterra.co.cr/directory/30016/contact-management/software) - [Software CRM para pequeñas empresas](https://www.capterra.co.cr/directory/31583/small-business-crm/software) ## Alternativas 1. [Bigin by Zoho CRM](https://www.capterra.co.cr/software/204998/bigin-by-zoho-crm) — 4.7/5 (725 reviews) 2. [HubSpot CRM](https://www.capterra.co.cr/software/152373/hubspot-crm) — 4.5/5 (4453 reviews) 3. [Salesforce Sales Cloud](https://www.capterra.co.cr/software/61368/salesforce) — 4.4/5 (18768 reviews) 4. [Zoho CRM](https://www.capterra.co.cr/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 5. [Dynamics 365](https://www.capterra.co.cr/software/157279/dynamics-365) — 4.4/5 (5811 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. ----- ### "Only wish we found Method SOONER. WE LOVE IT" — 5.0/5 > **Brooke** | *17 de abril de 2025* | Sector textil | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Its customizable features allow it to function and look the way that best suits your needs. > > **Puntos en contra**: 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 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 Tech support" — 5.0/5 > **Cathy** | *11 de febrero de 2025* | Comercio mayorista | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Seamless QuickBooks integration and excellent tech support make this a reliable choice for businesses looking for efficiency and responsive assistance. > > **Puntos en contra**: some function still require customization ----- ### "Less data entry" — 5.0/5 > **Mandy** | *31 de octubre de 2024* | Comercio minorista | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- Página: 1 de 6\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/130389/method-crm?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.co.cr/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