Pharmaceutical manufacturing software

Method CRM helps pharmaceutical manufacturers using QuickBooks unify sales, operations, and accounting by automating customer and order workflows and integrating with inventory and manufacturing systems.

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Let Method streamline your pharmaceutical operations

Many teams in need of pharmaceutical manufacturing software are trying to solve similar issues. These problems include dealing with spreadsheets, manual order entry, and handoffs that constantly break between sales, customer service, and accounting. 

In pharmaceutical manufacturing, those gaps cause slow approvals and make it difficult to make informed decisions. Method CRM keeps everything in one place. Customers, quotes, and order steps are all aligned with a two-way QuickBooks sync, so financial data stays accurate and reflects real-time data. 

Method can be customized to fit your workflows, and can also be connected to external inventory or manufacturing tools through custom integrations as required.


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The challenge for pharmaceutical manufacturers

In the pharmaceutical industry, manufacturing involves several moving pieces. You have to deal with strict regulatory requirements, environments under rigid controls, multi-step checks, and accurate documentation. 

Pharma companies that have undergone FDA audits know the standard. The expectation is consistent processes, clear records, and a trail that’s easy to follow. Common pain points for pharmaceutical manufacturers include:

Disconnected systems slowing down operations

Most teams don’t have “one system,” and the pharma manufacturing industry is no exception. Sales has one tool. Operations has another. Finance uses QuickBooks. Between them all, there’s a patchwork of databases and spreadsheets holding it all together. 

It can work for a while, but eventually this difference can end up costing some manufacturers millions in lost productivity.

Supply-chain complexity

A pharma supply chain comes with more pressure than logistics and sourcing alone.

Even when production lives in specialized systems, the commercial side can fall behind. Customer details get lost, orders end up getting tracked manually, and accounting suffers as a result. Method helps QuickBooks-based teams get a clearer image by bringing all order activity into one place.

Need for real-time visibility

When you’re scaling, numbers need to be reliable. For many pharmaceutical manufacturers, bottlenecks tend to form not because of a lack of effort, but because workflows across sales, purchasing, operations, and accounting aren’t centralized. Method CRM keeps everything in sync with QuickBooks in real time, so teams can see what’s happening and act quickly.

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The Method CRM solution

Method CRM is built for teams that live in QuickBooks and need that flexibility across all tools. Rather than forcing rigid templates, it can be tailored to how your sales and operations actually run. 

Method keeps your customer, order, and financial information all in one system, connected via a two-way sync with QuickBooks. That means accounting stays up to date as work moves forward. 

Teams can also attach documents, standardize handoffs, and use workflow automation to keep manual entries (and mistakes) to a minimum. It all adds up to improved operational efficiency across sales, ops, and finance departments.

With Method, manufacturers gain:

• A shared view of customers, quotes, orders, and purchasing activity in one place
• Automated workflows for approvals and handoffs across sales, ops, and finance
• Connected records and documents tied to the right customer, order, or vendor
• Real-time QuickBooks sync for invoices, purchase orders, and vendor bills

If you’re already using specialized tools for batch, lot, and production tracking, Method runs alongside them to help keep the end-to-end commercial workflow and accounting aligned.

Core Method capabilities

Pharmaceutical operations are complex, but Method CRM can simplify the process. Method replaces the spreadsheets, access databases, and manual copies with core functionality that keeps data consistent in QuickBooks and your day-to-day operations.

Real-time QuickBooks sync

Keep financial and operational data aligned without double entry.

● Clear financial visibility as orders and purchasing change.

● Two-way sync for estimates, invoices, payments, purchase orders, and vendor bills.

● Fewer discrepancies between sales, operations, and accounting.

Lead and opportunity tracking

Give structure to pipeline work and demand visibility.

● Visibility into demand without spreadsheets.

● Track stages and follow-ups.

● Link quotes to customer and contract details.

Customer portal access

Cut down on back-and-forth and status emails.

● Centralized requests and communication.

● Customers can view quotes, invoices, and payment status.

● Secure account updates.

Dashboards and reporting

Use dashboards to see what’s happening without chasing updates.

● Receivables and payment tracking.

● Pipeline and sales activity.

● Order and invoice status.

Customer and vendor management

Centralize customers, distributors, suppliers, and activity history.

● Attach contracts, contract pricing details, and supporting documents.

● One database for key relationships.

● Communication and transaction tracking.

Estimates, invoices, and payments

Keep quoting and billing connected to QuickBooks.

● Sync invoices and payments to QuickBooks in real time.

●Create and send quotes directly from Method.

● Convert estimates to invoices.

Workflow automation

Remove repetitive manual work across teams.

● Approval routing for quotes, orders, and handoffs.

● Reminders and follow-ups.
● Electronic signatures for faster approvals.

Integrations and customization

Fit Method into your existing tech stack.

● Native QuickBooks integration.

● Custom fields and workflows.

● API-driven integrations to inventory, warehouse, or production systems as needed.

FULLY CUSTOMIZABLE

Finally, a solution that works the way you do

You’re the expert of your business. Work with our team to build a solution that works exactly how you want it to.

And don’t worry, Method can connect to your favorite apps too:

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Select your base features

Choose the features that solve the problems you are trying to solve, like estimate creation or time tracking. Only pay for what you use!

Free customization consultation

Our team will meet with you to discuss tailoring those features to your specific workflows, because your way is the right way.

Let us get you set up

When we tailor Method to your exact needs, you reduce the learning curve and start seeing value right away.

And don’t worry, Method can connect to your favorite apps too:

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Customizations for pharmaceutical manufacturers

Sample & distribution management

Pharma companies must track samples, approvals, documentation, and usage patterns. Method supports:

● Automated replenishment reminders

● Automated sample approval routing

● Distributor and HCP sample logs

● Documentation uploads

● Audit-ready records

Field rep & territory management

Track activities of field teams engaging with providers, pharmacies, distributors, and partners.
With Method you can:

● View territory-specific demand

● Assign territories

● Log visits and activities

● Track education events

● Monitor follow-up obligations

Batch & inventory traceability

Not an MES replacement, but a visibility layer that centralizes batch-linked data.
With Method, track:

● QC notes

● Batch IDs

● Raw material details

● Expiry data

● Vendor source

● Documentation

Multi-entity operations

Manage multiple facilities, brands, or

subsidiaries in one CRM.

● Shared vendor and supplier records

● Entity-specific pricing

● Separate dashboards

● Centralized oversight

● Cross-site reporting

Custom portals for
distributors & clients

Give external partners controlled access to key info.

● Manage contract pricing

● Submit sample or order requests

● View order history

● Download documentation

● Track approvals and inventory management

Automated alerts & approvals

Automate the checks your team repeats daily.

● Document renewal reminders

● Contract approvals

● QC and functionality notification routing

● Temperature-sensitive shipment alerts

● Batch observation alerts

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Secure, scalable, and ready for growth

When pharmaceutical operations grow, their complexity grows with them. This growth usually adds more handoffs and more approvals, which means information can get lost along the way.
As you add new locations or business entities, Method scales with you and stays scalable. Method can support multiple QuickBooks accounts and standardize the customer and order workflows as you grow. 

User access and permissions

Control who can see and act on information across your organization.

Method has user permissions so that teams can work within one system without ever exposing sensitive data. You have full control over users and entities, helping support multi-entry operations while maintaining internal controls.

Cloud-based reliability

Run your operations on a modern cloud platform.

Method is delivered as a cloud-based application, removing the need for on-premise infrastructure and allowing teams to access the system securely from anywhere. This supports distributed teams, remote work, and ongoing product updates without disruption.

Built for phased implementation

Adopt Method at a pace that fits your business.

Implementation can be phased. Most teams tend to start out with core CRM and QuickBooks workflows, then add in automation, customization, and integrations on an as-needed basis. It keeps change manageable and lets different departments adopt the system at their own pace.

Designed to scale with your organization

Grow without outgrowing your systems.

Method supports businesses as they add new teams, locations, and operating entities. With multi-entity QuickBooks support and customizable workflows, Method helps maintain consistency and visibility as operations expand, without forcing a costly ERP overhaul.

Get started with Method for pharmaceutical manufacturing

If you run your business on QuickBooks and you’re tired of patching together spreadsheets and performing manual handoffs, Method CRM can help. It gives pharmaceutical companies a much clearer way to manage customers, quotes, and order workflows without forcing you into a rigid system.

Method is a practical fit for teams that want more control and visibility around the commercial side of pharma manufacturing, which allows them to stay connected to the tools they already use. Ready to streamline your pharmaceutical operations?

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Industries we serve

Accounting
Construction Contractors
Manufacturing & Wholesale
Field Services
Bookkeeping
Warehousing & Distribution
IT & Consulting Services
Medical device CRM
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Food manufacturing software
Automotive manufacturing software
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Industrial manufacturing software
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Pharmaceutical manufacturing software
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Additional resources

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Pharmaceutical manufacturing software FAQs

Sometimes. Integration depends on factors like whether the tool supports a true two-way sync and whether it can exchange data with an ERP system without having to manually re-enter anything. 

Method CRM includes real-time, two-way QuickBooks sync that can connect to an ERP solution (Enterprise Resource Planning) such as SAP or Oracle via APIs or connectors. This also includes many types of specific pharmaceutical ERP software.

Method keeps customer, quote, order, and purchasing activity all under one roof, and in the same place, then syncs it with QuickBooks in real time. That cuts down massively on duplicate entries and gives leaders a current view of order status and financial impact. Teams can also use structured approvals and automated workflows, so handoffs get taken off of spreadsheets and are inputted into a centralized platform.

Forecasting and inventory planning usually happen at the operations level, using specialized tools. However, these tools are fed inputs that originate from sales, procurement, and accounting. Method centralizes the data, such as purchasing activity, in one place and keeps it synced with QuickBooks. 

That means pharma manufacturing teams can quickly spot demand shifts and protect their time to market for any priority pharmaceutical products. It also standardizes approvals for purchase orders and vendor billing, which keeps sales, ops, and finance aligned across order lifecycles.

Process manufacturing in the pharmaceutical industry focuses on producing goods in bulk through controlled formulas and procedures, with production and quality managed in specialized manufacturing and quality systems. While those systems handle execution and compliance, many pharmaceutical teams still rely on spreadsheets and manual handoffs to manage customers, orders, purchasing, and accounting around the production process.

Method CRM supports pharmaceutical and life sciences businesses running on QuickBooks by streamlining the commercial and operational workflows that surround process manufacturing. Method automates customer, quote, order, and purchasing workflows and keeps them synced with QuickBooks in real time, reducing manual entry and misalignment between teams.

While Method doesn’t require AI to run, it can integrate with external business tools that do use AI through APIs. Many pharma manufacturers that use AI for predicting demand signals or analyzing data also use Method CRM to keep results organized.

Approvals, orders, and purchasing can move along quite quickly. Any delays lead to bottlenecks and mistakes that could easily have been avoided. Method keeps the customer and order workflows that power the commercial side of pharmaceutical manufacturing moving and aligned with QuickBooks in real time. 

That means teams are always presented with reliable and accurate data all in one place. It’s especially helpful when downstream impacts affect scheduling, customer commitments, or time to market.

Method is a cloud-based CRM that works alongside an MES (manufacturing execution system) or QMS (quality management system) and focuses on customer, quoting, order, purchasing, approvals, and QuickBooks-linked financial workflows.

Essentially, Method helps coordinate the documents, approvals, and commercial steps around them. Your production execution, quality control, CAPA, and validation should typically stay within MES/QMS platforms, which Method CRM can integrate with and run alongside.

GMP (Good Manufacturing Practices) requirements usually come down to consistent processes, documentation that’s trustworthy, and being able to show what happened during an audit.  Through its customization services, Method CRM helps manufacturers stay compliant by providing features that support audit trails, documentation management, and traceability. For instance, Method can be customized to track batch information, raw material details, and quality checks, helping with regulatory compliance.

An “ecosystem” refers to the set of connected software solutions that support pharmaceutical production, quality, inventory, and commercial operations. Method fits into the ecosystem by linking QuickBooks to the commercial side (customer, quotes, ordering, and purchasing) with specialized tools responsible for manufacturing and inventory.

Medical device manufacturers that use QuickBooks can rely on Method to centralize customer and order workflows and sync everything together in real time. 

Teams can manage quotes, sales orders, purchasing activity, approvals, and any supporting documents or whitepapers all in one system. Method can also be integrated with and connected to specialized tools that are used in regulated life sciences and pharmaceutical manufacturing facilities.

Method CRM can support pharmaceutical organizations that run on QuickBooks by standardizing the customer and vendor workflows that surround clinical trials, such as tracking partner communications, managing orders and purchasing workflows, and keeping financial records synced in real time. Method does not replace clinical trial management systems or quality and compliance tools. Instead, it helps teams reduce manual handoffs by centralizing workflow steps, approvals, and documentation tied to customer and vendor activity, while integrating with specialized systems where needed.

Method helps pharmaceutical manufacturers manage complex supply chains, not by trying to replace existing specialized tools (which would require a major and disruptive infrastructure overhaul), but by connecting the commercial side of the business to them. 

It keeps commercial business facets like customers, vendors, orders, purchasing approvals, and attached documentation, and lines it up with QuickBooks via a two-way sync. Method can also integrate with inventory and production tools, supporting tracking and keeping related customer and order records connected. That reduces manual handoffs and makes it easier to follow the order lifecycle for products, especially when multiple partners are involved.