Method CRM

The top-rated CRM built specifically for QuickBooks.

By Method Integration Inc.

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Method:CRM Pro

Pricing details

About this app

Method specializes in CRM for QuickBooks and is the top-rated CRM on Intuit You and your team will be organized! You'll stay on top of what each customer needs so nothing gets missed. Try it free for 30 days.

Industry-leading QuickBooks Integration

Method’s patented QuickBooks sync engine means your CRM data and financial data are always in harmony. Your customers, vendors, employees, items and other QuickBooks lists are accessible anywhere, anytime. View, add and edit virtually every QuickBooks transaction, including estimates, invoices, payments, vendor bills and much more!



Method CRM 4.8 5 672 672
Easy dependable QB link with GREAT support I have been using QB's for over 15 years. I have tried several "linking" options. Method by far has been the easiest and most reliable "link" I have used. When you add the fact that tech support actually answers their phone and actually helps you with questions the value of Method becomes second to none. It's rare when such complicated software actually does exactly what it says it will do. It's free to try! November 19, 2014
Great CRM I have used Goldmine, Netsuite, Outlook, Sugar and Salesforce. Method is by far the most intuitive CRM that I've ever used. It is also the best bang for the buck. I especially like how well Method integrates with Quickbooks. Information syncs both ways, which is awesome! I've been looking for the perfect CRM for a long time. I finally have found it. November 19, 2014
New customer Orientation Kent was very thorough and informative. He covered all the bases and directed us where to go next. November 19, 2014
Great companion software for Quickbook users! The demo training we received from Phuong revealed the power that this business tool offers for both our customers and staff experience. It should allow us to increase our level of perceived professionalism and value with our customers. November 19, 2014
Perfect for a small business solution Phuong Phan was a professional and articulate as any customer service representative i have ever encountered. With her knowledge and expertise in Method:CRM, it's no wonder they are backed by such a big company like Quickbooks. November 19, 2014
Quickbooks integration and the gmail gadget saves a lot of time Changed over from Zoho CRM mainly because they could not offer Quickbooks integration. It is also easier to use and the mail integration with the google gadet is dynamite. Tutorial videos are extremely easy to follow and very useful. Still have a lot of features to learn, but all seems very promising. Strongly recommend this product for its ease of use integration capabilities. The free hour of consultation and another free hour of support is an added bonus. November 18, 2014
Very Helpful and Very Very patient! Justin Henderiks was very patient and answered all my questions in a "language" that was easy for me to follow. He even called back when promised! November 18, 2014
"Made for me" QuickBooks apps Method is three things: 1) CRM that has tight integration to QuickBooks 2) a way to access desktop QuickBooks data online 3) a toolkit for building almost anything you can dream up for automating work, creating custom user access and interfaces, and tracking additional information alongside your accounting data. Nowhere else can you get such a powerful tool! Possible customizations could be: -adding on-screen instructions (in any language) -automating calculations to split transactions, such as assigning classes using a % allocation -creating user-specific screens or restricted access to information in a much more granular way than QuickBooks by itself allows, such as showing salespeople only their own customers and products/pricing -keeping users out of QuickBooks (and reducing QB licenses) by having data entry done through Method instead of QuickBooks -and of course running your business more effectively by incorporating the CRM features and collaboration/sharing features of Method. November 17, 2014
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Support & FAQ

Technical support is included with your subscription. To clarify, technical support is restricted to solving technical issues such as error messages, installation problems, inability to sign into Method, and concerns over possible system malfunction. Non-technical incidents, such as training, customization, and general how-to questions must be directed to your Method Consultant as a chargeable service. For self-service options, visit the Method Forums, or Self-Service and Documentation.


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