Save time and get organized with a shared customer list. Time won't be wasted on double data entry and your team can be confident they have up-to-date customer data.
A complete view of each customer drives repeat business, efficiently. Knowing customer’s interactions and purchase history from a single screen empowers your team to stay connected with customers and drive repeat business.
Increase sales with faster, more efficient sales processes. With Method, sales reps don't rely (and wait) for someone to create estimates for them — they can create and send out estimates all from within Method, even while on the road!
How it works with QuickBooks
Method’s two-way, real-time sync consolidates customer history and accounting data, giving everyone a 360° view of every customer.
Method’s sync provides more than just a view of your QuickBooks data — your team is able to view, edit, and add QuickBooks data, including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and more all from within Method:CRM.
A CRM designed specifically for QuickBooks users, Method:CRM enables your team to build relationships on every side of the business, streamline processes, close more deals, and generally spend less time on admin and more time growing the business.
Click ‘Get App Now’ and Method:CRM will automatically connect with your QuickBooks account and start syncing in seconds. No manual importing or additional integration costs. Access all your contact information and QuickBooks data in one place within minutes.
Sign up for a 30-day free trial for a taste of streamlined operations and more sales.
No credit card required to sign up.
||Streamline customer interactions with a single place to share leads, customer activities, and contact information.
||Grow sales by empowering your team with pipeline management and access to QuickBooks sales transactions.
As a trial user or subscriber, you’ll love the free phone, email, and chat support you’ll receive from our Customer Success Team. And, when our team isn’t hosting weekly interactive webinars, they’re continually adding resources to our online Help Center, including entertaining video tutorials and ‘how-to’ documentation.
We’ll make sure you feel extra supported during your free trial with a live, one-to-one demo and a free 1-hour session with one of our customization specialists.
Online support: http://www.method.me/support
What makes Method the #1 CRM of choice for QuickBooks users?
The unique combination of Method’s deep QuickBooks sync and no-code customization engine enables businesses to achieve their optimal workflows.
I have unique needs — how flexible is Method? What kind of customization do you offer?
Method can be customized a little or a lot, all without a single line of code. Customize your account using our drag-and-drop customization tools or work with our team of Business Solution Specialists on a pay-per-use basis.
Are there additional fees for the QuickBooks sync or to customize my own account?
No, our QuickBooks integration and customization engine are at the core of our platform and included in your monthly subscription.
Can I restrict what financial information my staff can see?
Yes, Method’s user permissions allow you to determine levels of access for each user in Method:CRM.