Method CRM vs Zeliq: CRM Platform vs Sales Engagement Platform Comparison
Compare Method CRM (CRM platform) and Zeliq (sales engagement platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.

Method CRM is a customer relationship management platform built for QuickBooks and Xero users, priced from $35/mo, focused on customer management, invoicing, and job tracking. Zeliq is a sales engagement platform starting free, built for multichannel outreach across email, calls, and social. They solve different problems, and many teams run both together.
Key takeaways
- Method CRM's entry plan, CRM Quick Start, costs $35/mo, while Zeliq's Basic plan is free.
- Method CRM offers four pricing tiers: CRM Quick Start, CRM Pro, CRM Enterprise, and CRM Multi-entity, compared to Zeliq's three tiers.
- Zeliq's Starter plan costs $59/mo and includes 750 credits per month with 75 phone numbers or 750 emails.
- Method CRM syncs with QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, and Xero, while Zeliq integrates with HubSpot, Salesforce, and Pipedrive.
- Both platforms share only one listed integration in common: Gmail.
Reviewed and updated September 5, 2026
Method CRM vs Zeliq: CRM Platform vs Sales Engagement Platform Comparison
Method CRM (CRM platform) and Zeliq (sales engagement platform) sit next to each other in many outbound stacks. They are not substitutes for each other on every job, so this comparison covers pricing, features, and integrations for each and points out where the two meet.
The Quick Answer
Method CRM is a CRM platform for customer relationship management and sales pipeline tracking; Zeliq is a sales engagement platform for multi-channel sales outreach and engagement tracking. By each vendor's own wording, Method CRM lists customer management with a 360-degree customer view and customer portals, and Zeliq lists multichannel sequences across email, call and social and lead search with basic and advanced filters.
Zeliq offers a lower entry point at $0/mo compared to Method CRM at $35/mo.
If your priority is organizing contacts, tracking deals, and forecasting revenue, Method CRM is the one built for it; for coordinating outreach across email, phone, and social channels, that is Zeliq. Many teams run one of each.
Understanding the Core Difference
Method CRM is Method CRM is a customizable CRM for QuickBooks and Xero users that syncs customer, estimate, invoice and payment data with the accounting system. It adds lead management, customer portals, email campaigns, workflow automation and job management for growing businesses.
Zeliq is Sales prospecting and engagement platform that combines a lead search and waterfall enrichment hub with multichannel sequences across email, calls and social, plus a connected dialer and CRM sync.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison

CRM Quick Start
Basic
Method CRM Pricing (as of September 2026)
| Plan | Price |
|---|---|
| CRM Quick Start | $35/mo |
| CRM Pro | $59/mo |
| CRM Enterprise | $97/mo |
| CRM Multi-entity | Contact Sales |
Source: Method CRM Pricing
Zeliq Pricing (as of September 2026)
| Plan | Price | Contacts | Emails |
|---|---|---|---|
| Basic | Free | Import up to 100 leads per month | Run 2 active sequences (emails only) |
| Starter | $59/mo | 750 credits / month | 75 phone numbers or 750 emails |
| Custom | Contact Sales | Starts as from 24k credits/user/year | - |
Source: Zeliq Pricing
Pricing Analysis
Zeliq offers the lower entry point ($0/mo vs $35/mo). Teams watching their budget will appreciate the savings, especially when starting out.
Method CRM offers 4 pricing tiers compared to Zeliq's 3, giving you more granularity as you scale.
Zeliq includes a free tier, which is helpful for evaluating the platform without upfront cost.
Features Breakdown
- Customer management with a 360-degree customer view
- Customer portals
- Email campaigns
- Lead management with web-to-lead forms
- Estimates and proposals with online approvals
- Invoicing and online payments
- and 4 more listed below
- Multichannel sequences across email, call and social
- Lead search with basic and advanced filters
- Enrichment Hub with waterfall enrichment
- Chrome extension for enrichment
- Lead engagement scoring
- Dialer connection for calling from the platform
- and 4 more listed below
Method CRM Key Features
- Customer management with a 360-degree customer view
- Customer portals
- Email campaigns
- Lead management with web-to-lead forms
- Estimates and proposals with online approvals
- Invoicing and online payments
- Workflow automation
- Job and work order management
- Time tracking, scheduling and dispatching
- Mobile app
Zeliq Key Features
- Multichannel sequences across email, call and social
- Lead search with basic and advanced filters
- Enrichment Hub with waterfall enrichment
- Chrome extension for enrichment
- Lead engagement scoring
- Dialer connection for calling from the platform
- Social automation
- SDR and manager cockpits for reporting
- Two-way CRM integration to pull and push records
- Enrichment API
The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name.
Listed only by Method CRM
- Customer management with a 360-degree customer view
- Customer portals
- Email campaigns
- Lead management with web-to-lead forms
- Estimates and proposals with online approvals
- Invoicing and online payments
- Workflow automation
- Job and work order management
- Time tracking, scheduling and dispatching
- Mobile app
Listed only by Zeliq
- Multichannel sequences across email, call and social
- Lead search with basic and advanced filters
- Enrichment Hub with waterfall enrichment
- Chrome extension for enrichment
- Lead engagement scoring
- Dialer connection for calling from the platform
- Social automation
- SDR and manager cockpits for reporting
- Two-way CRM integration to pull and push records
- Enrichment API
Integration Ecosystem

Method CRM Integrations
Method CRM connects with: QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Xero, Gmail, Google Calendar, Outlook, Zapier.
Zeliq Integrations
Zeliq connects with: HubSpot, Salesforce, Pipedrive, Aircall, Ringover, Gmail, Microsoft, API.
Shared Integrations
Both tools integrate with: Gmail.
Integrations listed only by Method CRM: QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Xero, Google Calendar, Outlook, Zapier.
Integrations listed only by Zeliq: HubSpot, Salesforce, Pipedrive, Aircall, Ringover, Microsoft, API.
Use Case Recommendations
Best Fit for Method CRM
- Budget-conscious teams looking for an affordable CRM platform
- Enterprise buyers who prefer custom pricing and dedicated support
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
Best Fit for Zeliq
- Budget-conscious teams looking for an affordable sales engagement platform
- Teams that want to start free and scale up as needs grow
- Enterprise buyers who prefer custom pricing and dedicated support
Feature Comparison Summary
| Feature | Method CRM | Zeliq |
|---|---|---|
| Starting Price | $35/mo | Free |
| Top Tier Price | Contact Sales | Contact Sales |
| Total Features Listed | 10 | 10 |
| Integrations | 8 | 8 |
Getting Started Checklist

- Define your customer relationship management and sales pipeline tracking and multi-channel sales outreach and engagement tracking requirements and monthly budget
- Estimate your expected contacts and deals and sequences and engagement actions to find the right tier
- List the integrations your team currently relies on
- Sign up for free trials or demos of both platforms
- Run a small test with each tool before making a commitment
- Evaluate the onboarding experience and support quality
Final Thoughts
Method CRM serves the customer relationship management and sales pipeline tracking side of an outbound stack and Zeliq the multi-channel sales outreach and engagement tracking side. Zeliq offers a more accessible entry point, while Method CRM starts at $35/mo. Your decision should weigh pricing against the specific features that matter most for your workflow.
Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently.
Pricing and features verified as of September 2026. Visit Method CRM and Zeliq for current information.
Frequently asked questions.
Frequently asked questions- What is the main difference between Method CRM and Zeliq?
- Method CRM is a customizable CRM built for QuickBooks and Xero users, syncing customer, estimate, invoice and payment data, while Zeliq is a sales prospecting and engagement platform combining lead search, enrichment, and multichannel sequences across email, calls and social.
- How much does Method CRM cost compared to Zeliq?
- Method CRM starts at $35/mo for its CRM Quick Start plan, while Zeliq offers a free Basic plan and a $59/mo Starter plan. Zeliq has the lower entry point at $0/mo, but Method CRM offers four pricing tiers versus Zeliq's three for more granularity as you scale.
- Can Method CRM and Zeliq be used together?
- Yes, the article notes that many teams run one of each since they serve different purposes. Method CRM handles organizing contacts, tracking deals, and forecasting revenue, while Zeliq coordinates outreach across email, phone, and social channels.
- What integrations does each platform support?
- Method CRM connects with QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Xero, Gmail, Google Calendar, Outlook, and Zapier. Zeliq connects with HubSpot, Salesforce, Pipedrive, Aircall, Ringover, Gmail, Microsoft, and API. The only integration shared by both is Gmail.
- Does Zeliq offer a free plan?
- Yes, Zeliq's Basic plan is free and allows importing up to 100 leads per month with two active email-only sequences. Method CRM does not offer a free tier and starts at $35/mo for its CRM Quick Start plan.
About the author.
Tim Carden is CMO / CTO at RevenueFlow, which builds and operates outbound revenue engines for B2B companies. Studied at McGill University.
Tim Carden · CMO / CTO
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