Method:CRM

Method:CRM

Method Integration
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About

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since 2006, we’ve empowered contractors to take control of projects and bring efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more on one convenient platform. More than one million users across over 100 countries have chosen Buildertrend as their preferred platform for real-time collaboration throughout the building process. Our software helps construction professionals complete more projects while reducing delays, eliminating costly errors and increasing customer satisfaction. Buildertrend also provides integrations with other valuable software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.

About

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Homebuilders, remodelers and specialty contractors

Audience

Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$25.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 3.9 / 5
features 4.2 / 5
design 3.9 / 5
support 4.2 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Buildertrend
Founded: 2006
United States
www.buildertrend.com

Company Information

Method Integration
Founded: 2010
Canada
www.method.me/

Alternatives

Houzz Pro

Houzz Pro

Houzz

Alternatives

Procore

Procore

Procore Technologies
monday sales CRM

monday sales CRM

monday.com

Categories

Categories

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Accounting Features

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

Construction Estimating Features

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Construction Management Features

Accounting Integration
Budget Tracking/Job Costing
Change Orders
Commercial
Contract Management
Contractors
CRM
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
RFI & Submittals
Subcontractor Management
Timesheets

Construction Scheduling Features

Bid Management
Change Orders
Gantt Charts
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar
Task Management

Contractor Management Features

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Home Builder Features

Accounting Management
Bid Management
Contract Management
CRM
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Residential Construction Estimating Features

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Takeoff Features

3D View
Assembly Takeoff
Cross Section Creation
Electronic Plans
Elevation Checking
Error Checking
Site Balancing
Slope Routines
Subcontractor Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

Gmail
Google Calendar
Microsoft Outlook
QuickBooks Online
Xero
Chat Agents
Clear Estimates
Contractor's Office
Eventur
Facebook
MindCloud
ProEst
Rambox
STACK
Salesforce
Simplii
Vonage Business
Zapier
eTakeoff Bridge

Integrations

Gmail
Google Calendar
Microsoft Outlook
QuickBooks Online
Xero
Chat Agents
Clear Estimates
Contractor's Office
Eventur
Facebook
MindCloud
ProEst
Rambox
STACK
Salesforce
Simplii
Vonage Business
Zapier
eTakeoff Bridge
Claim Buildertrend and update features and information
Claim Buildertrend and update features and information
Claim Method:CRM and update features and information
Claim Method:CRM and update features and information