Method

Toronto, Canada Founded: 2010 • Age: 16 yrs
QuickBooks-integrated CRM platform for small businesses is provided.

About Method

Method is a Technology company based in Toronto (Canada) founded in 2010 by Paul Jackson. It operates as a quickBooks-integrated CRM platform for small businesses is provided. It operates on a SaaS (Software-as-a-Service) and Subscription Services model. Method has raised $6 million across 2 funding rounds from investors including Klass Capital. Its chief executive is Paul Jackson. Its website method.me draws about 358 thousand monthly visits. Method offers products and services including Method CRM, Customer Portals, and Mobile Field Crew App. Its focus areas include Software and CRM Software. Its legal entity is Method Integration. Its competitors include ActiveCampaign, Keap, Copper, Streak and Base CRM and 5 more; 9 of its 10 listed competitors have raised funding.

Company details

Method is developed as a CRM solution tailored for businesses using QuickBooks and Xero. It is integrated to automate sales processes, customer management, and invoicing. Various sectors like manufacturing, wholesale, field services, and IT consulting are served by this platform. Solutions such as lead management, customer portals, and mobile field crew apps are provided to enhance business efficiency. Real-time two-way sync with accounting software is ensured for seamless data updates. Workflow automation is customized to match specific business processes, reducing manual tasks.

  • Headquarters Toronto, Canada
  • Founders Paul Jackson
  • Sectors
    Technology
  • Website category Business and Consumer Services · Business Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website method.me
  • Social LinkedIn X Facebook YouTube
  • Legal Name Method Integration
Operational Areas
Key Metrics
  • Total Equity Funding
    $6M (USD)

    in 2 rounds

  • Latest Funding Round
    $3M (USD), Series A

    Feb 2013

  • Investors

Products & Services of Method

Method offers a comprehensive portfolio of products and services, including Method CRM, Customer Portals, and Mobile Field Crew App.

Method CRM
CRM Software

CRM solution integrated with QuickBooks and Xero.

Customer Portals
Customer Management

Portals for customers to approve and pay.

Mobile Field Crew App
Field Service Management

App for field crew to manage jobs.

Apps and channels of Method

its YouTube channel Method CRM has 1.42K subscribers and 30 videos.

Method CRM
YouTube 1.42K subscribers 30 videos Science & Technology
Open channel

Videos from Method

The most watched videos on Method's YouTube channel, Method CRM (1.42K subscribers). Click a video to play it here.

5 best manufacturing production scheduling software
3.8K views
Top 3 field service management software in 2024
1.8K views
How to track inventory in QuickBooks Online
892 views
The best software for contractors
872 views

More on Method CRM.

Funding Insights of Method

Method has successfully raised a total of $6M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $3 million completed in February 2013. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $6M
  • Total Rounds 2
  • Last Round Series A β€” $3M
  • First Round $3M

    (Sep 2010)

  • Investors Count 1

All 2 funding rounds of Method with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Feb 2013$3MSeries A––
Sep 2010$3MSeed––
–
Valuation history

1 investors in total: 1 institutional.

Investors in Method

Method has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Klass Capital.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
Investments are made by Klass Capital in enterprise software startups.
–klass.comToronto, Canada
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Investor details for Method

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

People of Method

20 people are tracked at Method (5 in leadership, 15 in team).

NameRoleGroup
Paul Jackson
Founder & CEOLeadership
Benjamin Rodriguez
Senior Director Of Product ManagementLeadership
Justin Porter
Chief Of StaffLeadership
Nelson De Miranda (he / him)
Senior Director of Customer Success, Sales, and Professional ServicesLeadership
Sarah Trimble
Chief Revenue Officer (cro)Leadership
Jaina Patel
Technical Support SpecialistTeam
Julia Poon
Manager, Growth MarketingTeam
Tavleen Kaur
Support Team LeadTeam
Diego Fuchs
Product DesignerTeam
Harsh Patel
Senior Customer Success ManagerTeam
Inderdeep Dhaliwal
Manager of Technical SupportTeam
Mikaela Pavon
Customer Success ManagerTeam
Shane Li
Customer Success ManagerTeam
Michael Melo
Staff Product ManagerTeam
Courtney Riddell
Product ManagerTeam
Ashish Patel
Sr Application Support SpecialistTeam
Errol Elumir
Senior Product Education SpecialistTeam
John Miranda
Associate Product ManagerTeam
Reiner Binti
Software Implementation ConsultantTeam
Smit Patel
Senior Support SpecialistTeam
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Complete people profiles for Method

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of Method

3 dated milestones of Method across 3 years, from founding to its latest funding, stage changes and deals.

  1. Founded Method is founded.
  2. Funding First funding round of $3.0M.
  3. Funding Latest funding round, Series A, of $3.0M.

Competitors of Method

Method has 10 listed competitors in our database, 9 of them funded. They include ActiveCampaign, Keap, Copper, Streak and Base CRM, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
activecampaign.com2003Chicago, United States$362.74M705
Sales, CRM, and email marketing automation software is provided.
keap.com2001Chandler, United States$265.18M395
CRM and marketing automation solutions are provided for SMBs.
copper.com2013San Francisco, United States$99.5M175
Copper is recognized as a provider of CRM software solutions.
streak.com2011San Francisco, United States$2.25M22
CRM integration with Gmail is facilitated for email-based workflows.
getbase.com2009Chicago, United States$52.85M–
Sales productivity and CRM software
nimble.com2009Santa Monica, United States$24.55M3
Platform offering CRM software
shore.com2013Los Angeles, United States$14.44M–
Online appointment booking and CRM software are provided.
spiro.ai2014Boston, United States$8.5M–
Cloud-based CRM is provided for small and medium-sized businesses.
dexmedia.com2002Dallas, United States–3,049
Digital marketing solutions are offered to small and medium businesses.
bird.com2011Amsterdam, Netherlands$1B–
Cloud-based CRM solutions are delivered for business operations.
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Detailed competitors of Method

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Method

The website of Method (method.me) receives about 357.8K visits a month and ranks #99,826 among all websites worldwide, #2,555 in Business Services.

  • Monthly visits
    357.8K

    ▲ 19.7% vs previous month

  • Unique visitors
    56.7K

    per month

  • Global rank
    #99,826

    among all websites

  • Category rank
    #2,555

    Business and Consumer Services · Business Services

Similar websites

Websites whose visitors overlap most with Method. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
methodintegration.com
methodintegration.com
100%
–#3,507,749–
servicechannel.com
86%
645K–View details
friendbuy.com
80%
27K#1,024,264View details
sales-i.com
72%
13.2K#1,233,007View details
servicetitan.com
71%
2.8M#9,730View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
Premium access

All 28 similar websites and full traffic analytics for Method

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 28 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in Sales Force Automation

10 companies that operate in the same segment as Method (Sales Force Automation), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of AI-powered customer relationship management software
2005Cambridge, Massachusetts, United StatesUSD 100.7 MUSD 3.13 B8,250
Contact databases and sales intelligence are supplied to businesses.
2000Vancouver, Washington, United StatesUSD 32 MUSD 1.25 B3,510
Sales prospecting and engagement tools are offered to enterprises.
2011Atlanta, Georgia, United StatesUSD 246.48 M–1,121
Cloud-based CRM and collaboration solutions are provided for enterprises.
1999San Francisco, California, United StatesUSD 52 MUSD 37.9 B76,450
Cloud and AI-based electronic signatures and contract management are provided.
2003San Francisco, California, United StatesUSD 520 MUSD 3.22 B6,840
Cloud-based business process management suite solutions are delivered.
2010San Mateo, California, United StatesUSD 400.05 MUSD 838.81 M4,500
AI-powered CRM for marketing and sales management is provided.
1996Chennai, Tamil Nadu, India–USD 1.6 B17,856
Lead management platform with analytics and engagement tools is provided.
2015San Francisco, California, United StatesUSD 250.42 M–928
Cloud and AI-based sales enablement platforms are provided for teams.
2010San Diego, California, United StatesUSD 440 M–1,522
Business card management software for enterprises
2007Tokyo, Tokyo, JapanUSD 118.47 MUSD 337.55 M2,230
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Frequently Asked Questions about Method

Method was founded in 2010.

Method is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.

Paul Jackson is the current CEO of Method. They have also founded this company.

Method is a funded company, having raised a total of $6M across 2 funding rounds to date. The company's 1st funding round was a Seed of $3M, raised on Sep 2010.

Method is developed as a CRM solution tailored for businesses using QuickBooks and Xero. It is integrated to automate sales processes, customer management, and invoicing. Various sectors like manufacturing, wholesale, field services, and IT consulting are served by this platform. Solutions such as lead management, customer portals, and mobile field crew apps are provided to enhance business efficiency. Real-time two-way sync with accounting software is ensured for seamless data updates. Workflow automation is customized to match specific business processes, reducing manual tasks.

Method's top competitors include ActiveCampaign, Base CRM and Copper.

Method offers Method CRM, Customer Portals, and Mobile Field Crew App.

Method has 1 investor. Key investors include Klass Capital.

Method operates through Method Integration.

The website of Method receives about 358 thousand visits a month and ranks #99,826 among all websites worldwide.

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