Method CRM

Method CRM (Method) is a customizable customer relationship management platform best known for its deep, two-way integration with QuickBooks. Built for small businesses, it helps them manage leads, customers and sales while keeping everything in sync with their accounting, making it a natural choice for QuickBooks users who want a CRM that fits their existing financial workflow.

Deep QuickBooks integration

Method's standout feature is its real-time, two-way sync with QuickBooks (Online and Desktop). Customer information, invoices, payments and transactions flow between Method and QuickBooks automatically, eliminating double entry and keeping sales and accounting perfectly aligned. For the many small businesses that run on QuickBooks, this tight integration is a major reason to choose Method over a generic CRM.

Lead and customer management

Method centralises leads, contacts and customers with full interaction history, and provides a sales pipeline to track opportunities through to close. Because it's connected to QuickBooks, sales reps can see customer financial data and even create estimates and invoices that sync straight to the books, bridging sales and finance.

Customization and automation

A defining strength of Method is how customizable it is — businesses can tailor fields, workflows and processes to fit exactly how they operate, without coding, and automate repetitive tasks. This flexibility lets Method adapt to many industries and workflows rather than forcing a one-size-fits-all approach.

Customer portal and productivity

Method offers a customer self-service portal (for viewing invoices, making payments and more) and productivity features that streamline everyday work. Combined with its QuickBooks sync, this makes it a practical hub for managing the customer side of a small business.

Who it's for

Method CRM is ideal for small businesses — especially existing QuickBooks users — that want a customizable CRM which keeps sales and accounting in sync and can be tailored to their specific workflows.

For a QuickBooks-based small business that wants a flexible CRM without double data entry, Method CRM is a purpose-built, well-integrated choice.

Why QuickBooks users choose Method CRM

Method CRM's biggest draw is obvious for the millions of small businesses that run on QuickBooks: its deep, real-time, two-way sync means your CRM and your accounting are always aligned, with no double entry. Customer details, estimates, invoices and payments flow automatically between Method and QuickBooks, so sales and finance work from the same data — a genuine time-saver and a source of accuracy that generic CRMs can't match for QuickBooks users. On top of that, Method is highly customizable without code, so businesses can shape fields, workflows and processes to fit exactly how they operate rather than bending to a rigid tool, and can automate repetitive tasks. A customer self-service portal for viewing and paying invoices adds convenience and speeds up payment. For a QuickBooks-based small business that wants to manage leads, customers and sales while keeping everything in sync with its books — and tailor the CRM to its own way of working — Method CRM is a uniquely well-fitted, flexible choice that removes the friction between the sales and accounting sides of the business.