Know each client: You’ll know what each client needs and when they need it so nothing gets missed.
Track leads outside of QuickBooks: You don't need to fill your QuickBooks file with leads. By using the lead field, new potential clients entered in Method don't sync to QuickBooks until you are ready.
A system made for your practice: We understand you have unique workflows that suit your accounting and bookkeeping practice. That’s why Method:CRM is fully customizable with drag and drop tools. You’ll have a system that matches and streamlines the way you get your work done.
Stop Entering Data Twice.
You'll save so much time when your data is all in one place. We sync with QuickBooks better than anyone, and have the patent to prove it. Plus, our industry-leading sync engine is approved by the world-class team at Intuit. When you update a record in Method, it syncs automatically into QuickBooks, and vice-versa.
Method:CRM is the missing piece…
…we were searching for a crm to organize our business and automate our tasks. Method saves us hours every week.
Laura Redmond Founding Partner
Cloud Consultancy LLC.
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