Tool comparison · Head to headUpdated 9/4/2026

    Method CRM vs SMARTe

    A factual comparison of features, pricing, and capabilities.

    01The contenders
    Tool A

    Method CRM

    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.

    Starting at$35/month
    Tool B

    SMARTe

    B2B sales intelligence platform with global contact and company data coverage, a Chrome extension for prospecting, and credit-based pricing without per-seat costs, integrated with HubSpot, Salesforce, Outreach and SalesLoft.

    Starting atCustom0
    02Line by line

    Pricing comparison.

    Monthly rates shown. Annual billing may offer discounts. Visit official sites for current pricing.

    03Capabilities

    Feature comparison.

    FeatureMethod CRMSMARTe
    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
    Prospecting
    B2B Sales Intelligence with Global Data Coverage
    Chrome extension
    Pay-per-credit : no license fees
    Trusted by Enterprises
    Available
    Partial/Limited
    Not Available
    04Ecosystem

    Native integrations.

    Method CRM

    QuickBooks OnlineQuickBooks DesktopQuickBooks EnterpriseXeroGmailGoogle CalendarOutlookZapier

    SMARTe

    HubSpotSalesforceOutreachSalesLoftChrome
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    Information gathered from official sources and may change. Pricing and features last verified 9/4/2026. Please visit the official websites for the most current information.