Method specializes in CRM for QuickBooks and is the top-rated CRM on Intuit Apps.com. Keep your customer follow-ups and history all in one place. Simplify the way you get your work done. Try it free for 30 days.
To keep your customers happy, you need to know a lot more than what their last QuickBooks invoice can tell you. With Method:CRM, you'll know each customer's history, plus what they need and when they need it so nothing gets missed.
You'll save so much time when your data is all in one place. We sync with QuickBooks better than anyone, and have the patent to prove it. Plus, our industry-leading sync engine is approved by the world-class team at Intuit.
We know one size does not fit all, especially for small business. That’s why Method:CRM is fully customizable with drag-and-drop tools… 100% code-free. You can have a system that’s just right for the way you get your work done.
Track potential customers outside of QuickBooks. Your accountant will love you! Leads can be entered into Method:CRM by your staff, or via a web-to-lead form on your website where potential customers request product and service information. You can also track opportunities to manage your pipeline and assign follow-up activities to your team. Then, when you convert the lead into a customer, they’ll sync instantly into QuickBooks.
Portals allow you to create a self-service "My Account" area on your website. Let your customers ask questions, see past transactions, make payments, and print existing invoices. And since Method is fully customizable, you can create virtually any portal you want.
Free 30-day trial
No credit card. No contract.
Plans start at $25/month/user
|Method:CRM||25||1||Method:CRM price per user|
|Method:CRM Pro||40||1||Method:CRM Pro price per user|
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.