Method CRM

Method CRM is a fully customizable CRM built specifically for small and mid-sized businesses that run their accounting on QuickBooks or Xero. Its headline strength is a real-time, two-way sync with those accounting systems, so customers, invoices and payments stay identical in both places and no one has to re-key data between tools. With more than 18,000 users and over a decade in operation, Method has become a go-to for businesses that live inside QuickBooks and want a CRM that speaks the same language.

What is Method CRM?

Method combines contact and customer management with the operational workflows service businesses actually run on: leads, estimates, invoices, payments, work orders and scheduling. Because it's built around deep QuickBooks and Xero integration rather than a fragile third-party connector, an estimate created in Method becomes an invoice in QuickBooks automatically, and a payment recorded in accounting shows up against the right customer in the CRM.

Who it's for

Method is aimed at small and mid-sized companies in manufacturing, wholesale and distribution, field services, construction and professional services — the kinds of businesses that quote, deliver and invoice work and don't want their CRM and accounting drifting out of sync. If QuickBooks or Xero is the heart of your operation, Method is designed to wrap a full customer workflow around it.

Key features

• Real-time, two-way QuickBooks and Xero sync
• 360-degree customer view with full history
• Lead management with web-to-lead capture forms
• Quote-to-cash workflows: estimates, proposals, invoicing and payments
• Work-order management, time tracking and job scheduling
• Customizable fields, workflows and screens
• Self-serve customer portals and email campaigns
• Mobile app access

Customization that fits your process

Method's other big differentiator is how far it can be tailored. Rather than forcing your business into a fixed template, it lets you customize fields, screens and entire workflows so the CRM mirrors how you actually operate. That flexibility is why it works across such different industries — a manufacturer, a field-service company and a professional-services firm can each shape Method to their own quote-to-cash process.

Self-serve portals

Customer portals let your clients view estimates, approve quotes, pay invoices and submit requests themselves, which cuts down on back-and-forth and speeds up payment. For businesses that field a lot of routine customer questions, moving those interactions into a branded self-serve portal is a meaningful time saver.

Integrations

Beyond native QuickBooks and Xero sync, Method connects to Gmail, Google Calendar, Outlook, popular payment gateways and more than 8,000 apps through Zapier. That lets it sit at the center of a small business's operations while still feeding email, calendar and the wider app ecosystem.

Pricing

Method is sold on a per-user subscription with a 10-day free trial to evaluate it first. Because it replaces the manual double-entry and disconnected spreadsheets many QuickBooks users rely on, the time savings often justify the cost quickly for busy small teams. With more than two million estimates created through the platform and 14-plus years of development behind it, it is a mature, proven option rather than a newcomer.

Why choose Method CRM

For a business built on QuickBooks or Xero, Method is one of the most natural CRM choices available. The combination of genuine two-way accounting sync, deep customization and quote-to-cash workflows means your sales, operations and finances finally share one source of truth — no duplicate entry, no drift, and far less admin standing between you and the work that grows the business.