Field service software · Canada
Method:CRM
Toronto-built QuickBooks/Xero CRM — customizable workflows for service and trades
Market position
A Canadian company headquartered in Toronto (founded 2010), Method:CRM is a deeply customizable CRM with real-time two-way sync to QuickBooks Online/Desktop (and Xero), keeping accounting as the system of record while adding sales, job scheduling, dispatching, time tracking and work-order workflows. A strong fit for Canadian trades that already run QuickBooks and want a CRM layer rather than a full FSM.
Canada-specific note
Toronto-headquartered Canadian company. Best fit for CA trades already on QuickBooks Online/Desktop or Xero that need a customizable CRM rather than a standalone FSM.
Pros
- + Canadian-built (Toronto) — a genuine CA company
- + Best-in-class QuickBooks (and Xero) two-way sync, eliminating double entry
- + Highly customizable to trade-specific workflows
- + Recognized in Intuit’s developer/app ecosystem
Cons
- − A CRM/automation layer, not a purpose-built field-service suite
- − Pricing not shown on the homepage (per-user, contact-driven)
- − Customization power has a learning/setup curve
- − Value tied to already using QuickBooks/Xero
Typical Canada pricing
Per-user subscription (quote/not publicly posted); add-on customization services available
Why this matters for Canada trades
Trade certification is provincial (with the interprovincial Red Seal endorsement), and payroll/accounting software must handle CRA source deductions, GST/HST/PST, and — for Quebec — French-language and Revenu Québec requirements.
Canadian trades vendor selection is shaped by provincial trade certification (often Red Seal), CRA payroll remittances, GST/HST/PST handling, and bilingual (English/French) requirements in some provinces.
Frequently asked
Is Method:CRM a good fit for Canada trades?
A Canadian company headquartered in Toronto (founded 2010), Method:CRM is a deeply customizable CRM with real-time two-way sync to QuickBooks Online/Desktop (and Xero), keeping accounting as the system of record while adding sales, job scheduling, dispatching, time tracking and work-order workflows. A strong fit for Canadian trades that already run QuickBooks and want a CRM layer rather than a full FSM. Toronto-headquartered Canadian company. Best fit for CA trades already on QuickBooks Online/Desktop or Xero that need a customizable CRM rather than a standalone FSM.
What does Method:CRM cost in Canada?
Per-user subscription (quote/not publicly posted); add-on customization services available. Pricing and availability can change by region — confirm current Canada pricing on the vendor's site before committing.