In the world of small business, efficiency and accuracy are non-negotiable. Managing customer relationships, keeping sales organized, and syncing seamlessly with accounting software are critical for long-term success. Method:CRM rises to meet these demands by offering a powerful, customizable, and QuickBooks-integrated CRM designed specifically for small and mid-sized businesses.
Whether you’re a solopreneur, a sales team leader, or a service-based business owner, Method:CRM delivers the tools you need to convert leads, manage customers, and automate repetitive tasks — all while keeping your financial data in perfect harmony with QuickBooks.
What is Method:CRM?
Method:CRM is a cloud-based customer relationship management platform built specifically for small businesses that use QuickBooks (Online and Desktop). It’s more than just a traditional CRM — it’s a fully customizable platform that helps you manage sales, service, marketing, and operations while syncing every detail with your QuickBooks account.
Recognized as a top-rated CRM by QuickBooks users, Method:CRM eliminates double data entry, reduces administrative errors, and empowers businesses to scale their operations without growing their overhead.
Key Features of Method:CRM
1. Seamless Two-Way QuickBooks Sync
The #1 reason businesses choose Method:CRM is its real-time, two-way integration with QuickBooks. This means:
- Customer data, invoices, payments, and transactions are updated instantly across both platforms.
- No more duplicate entries or manual syncing.
- QuickBooks Desktop and QuickBooks Online are both fully supported.
This level of integration ensures financial accuracy and operational efficiency, saving countless hours in admin work.
2. Lead and Contact Management
Method:CRM helps you capture and convert leads with:
- Web-to-lead forms that populate directly into the CRM.
- Automatic creation of estimates, invoices, and follow-ups from lead data.
- Customizable sales pipelines and opportunity tracking.
You’ll always have a complete view of your customer journey, from first contact to closed deal and beyond.
3. Custom Workflows and Automation
What sets Method:CRM apart is its high level of customization. You can:
- Automate follow-up reminders, task assignments, and email campaigns.
- Build custom workflows specific to your business model (e.g., service tickets, quote approvals, appointment scheduling).
- Eliminate repetitive tasks so your team can focus on what matters most — selling and serving.
This flexibility makes Method:CRM a great fit for diverse industries, from field service to manufacturing to consulting.
4. Invoicing, Estimates, and Payments
Because of its deep QuickBooks integration, Method:CRM allows you to:
- Create and send estimates, sales orders, and invoices directly from the CRM.
- Collect payments online through integrated payment gateways.
- Automatically sync all transactions back to QuickBooks.
This gives your team the ability to close deals faster and get paid quicker without toggling between platforms.
5. Email Campaigns and Customer Engagement
With built-in marketing tools, you can:
- Send automated follow-up emails based on triggers or events.
- Segment your contacts based on buying behavior or location.
- Track opens, clicks, and conversions.
These capabilities allow you to nurture leads and retain customers with minimal effort, while still maintaining a personal touch.
6. Mobile Access and Remote Functionality
The Method:CRM mobile app (available for iOS and Android) allows your team to:
- View customer details on the go.
- Create invoices, estimates, and activities from the field.
- Track time and log calls.
This ensures productivity and professionalism, no matter where your business takes you.
7. Robust Reporting and Dashboards
Stay on top of your business performance with:
- Real-time sales dashboards
- Customizable reports
- KPI tracking and forecasting
With Method:CRM, you’ll gain insights that drive better decisions and business growth.
Benefits of Using Method:CRM
✅ Deep QuickBooks Integration
Say goodbye to double data entry. Everything you do in Method:CRM syncs to QuickBooks — and vice versa — ensuring accuracy, speed, and efficiency.
✅ Custom-Built for Your Business
No two small businesses are alike. Method:CRM’s drag-and-drop customization tools allow you to tailor the CRM to your exact needs, workflows, and industry.
✅ Automate and Scale
As your business grows, Method:CRM helps you automate key processes, reduce admin time, and focus on growth-oriented activities.
✅ Sales and Finance in One Platform
With the ability to manage leads, sales, payments, and financials all in one place, Method:CRM provides a complete view of your business health.
✅ Affordable and Flexible Pricing
Method:CRM offers tiered pricing plans to fit different business sizes and needs, making it accessible for startups and growing companies alike.
Who is Method:CRM Ideal For?
Method:CRM is perfect for:
- Small businesses using QuickBooks and seeking better workflow automation.
- Service-based businesses managing appointments, estimates, and jobs.
- Sales teams who need a simplified, customizable CRM that doesn’t overcomplicate.
- Bookkeepers and accountants looking to streamline client interaction.
- Any business owner who wants a CRM that “just works” with their accounting.
Industries that benefit most include:
- Field Services (plumbing, HVAC, electricians)
- Manufacturing and Distribution
- Consultants and Agencies
- E-commerce
- Contractors and Construction
Method:CRM vs Other CRMs
| Feature | Method:CRM | Salesforce | HubSpot | Zoho CRM |
|---|---|---|---|---|
| Built for QuickBooks | ✅ | ❌ | ❌ | ❌ |
| Two-Way QuickBooks Sync | ✅ | ❌ | ❌ | ✅ (basic) |
| Custom Workflow Builder | ✅ | ✅ | ❌ | ✅ |
| Invoicing & Payments | ✅ | Add-on | ❌ | ✅ |
| Small Business Focus | ✅ | ❌ | ✅ | ✅ |
| Affordable Entry Pricing | ✅ | ❌ | ✅ | ✅ |
Method:CRM wins for businesses that rely heavily on QuickBooks and want a CRM tailored to small business workflows.
How to Get Started with Method:CRM
- Start a Free Trial – Experience the platform risk-free.
- Connect to QuickBooks – Sync your existing data in just a few clicks.
- Customize Workflows – Use templates or create custom workflows tailored to your business.
- Import Leads and Contacts – Migrate your customer data or import from spreadsheets.
- Train Your Team – Use built-in resources and customer support to get up to speed.
- Automate and Grow – Set up automations and focus on scaling your business.
Final Thoughts: Is Method:CRM Worth It?
If your business relies on QuickBooks and you’re tired of juggling spreadsheets, manual tasks, and disconnected systems, Method:CRM is a game-changer. It’s more than just a CRM — it’s a platform that connects your sales, service, finance, and operations into one seamless workflow.