CRM Archives — Page 6 of 12 — Method

Features

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Activities

All your customer interactions in one place, with automated follow-ups and reminders

Email

Email customers directly from Method, or connect your customer data to Gmail

Proposals

Automate the process of getting your customers to receive and accept engagement letters

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Reporting

See what’s happening in your business with detailed reports, for better decision making

Multi-entity CRM

Manage multiple businesses in one CRM and standardize processes across all locations

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Talk to someone today

Get your questions answered from our experts right away

Book now

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Email

Email customers directly from Method, or connect your customer data to Gmail

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Reporting

See what’s happening in your business with detailed reports, for better decision making

Talk to someone today

Get your questions answered from our experts right away

Book now

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Activities

All your customer interactions in one place, with automated follow-ups and reminders

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Email

Email customers directly from Method, or connect your customer data to Gmail

Proposals

Automate the process of getting your customers to receive and accept engagement letters

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Multi-entity CRM

Manage multiple businesses in one CRM and standardize processes across all locations

Talk to someone today

Get your questions answered from our experts right away

Book now

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Web to lead forms

Capture leads directly from your website, so you can turn them into customers faster

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Branded customer portals

Add your logo and brand colors to your customers’ go-to spot for order details

Email campaigns

Send customers email marketing campaigns or connect directly to Mailchimp

Talk to someone today

Get your questions answered from our experts right away

Book now

Schedule a demo

Let us show you how Method can help your business grow

Schedule

QuickBooks CRM

Transform QuickBooks into a powerful CRM that can do more than basic accounting

Payments

Give customers their own online payment portals, so you can get paid faster

Time tracking

Track and log work hours for efficient billing

Receipts

Track and manage sales receipts, all attached to the customer and invoice

Xero CRM

Enhance Xero with customizable CRM features, to do more than basic accounting

E-signatures

Securely sign and approve estimates and invoices online, to close deals faster

Multi-entity CRM

Manage multiple businesses in one CRM and standardize processes across all locations

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Talk to someone today

Get your questions answered from our experts right away

Book now

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Mobile field crew app

Let your field crew access critical job details on-the-go and have them report back

Time tracking

Track work hours so you can keep your staff happy with accurate pay checks

Scheduling & dispatching

Flexible scheduling tools to plan your team’s time, and get them where they need to be

Payments

Give customers their own online payment portals, so you can get paid faster

Work order management

Create, manage, and assign work orders, easily converting them to invoices once complete

Activities

All your job and customer interactions in one place, with automated follow-ups

Proposals

Automate the process of getting your customers to receive and accept engagement letters

E-signatures

Securely sign and approve estimates and invoices online, to close deals faster

Customer portals

Let customers approve estimates, access job details, and pay invoices in one place

Estimates

Let your team create estimates while they’re on-site, with our mobile field crew app

Talk to someone today

Get your questions answered from our experts right away

Book now

Schedule a demo

Let us show you how Method can help your business grow

Schedule

QuickBooks

Transform QuickBooks into a powerful CRM, with data instantly syncing back & forth

Zapier

Automate workflows by connecting the software you use to Method with Zapier

Payments

Easily connect to top payment providers for easier payment processing, so you can get paid faster

Xero

Enhance Xero with CRM features, and keep your data up to date with two way sync

E-commerce

Integrate e-commerce platforms to connect your sales orders to your CRM

Email

Send your lead lists directly to Mailchimp for advanced email marketing campaigns

Talk to someone today

Get your questions answered from our experts right away

Book now

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Multi-entity CRM

Customizations
Industries
Pricing
Resources
Demo
Contact Sales

Sign in Start free trial

Latest CRM posts

Top 10 best CRM systems for construction in 2025

Read the guide to find the best CRM system for construction in 2025.

Man walking through a packed warehouse.

What are wholesale distribution systems?

Wholesale distribution systems help wholesalers get their products to end consumers.

What are manufacturing CRM systems and how could they help

Discover how manufacturing CRM systems can increase customer satisfaction, automate your business, and indirectly increase your profits.

What is an automated CRM system?

Find out how an automated CRM system puts hours back into your day to spend on growing your business.

Image of a distribution warehouse aisle, with packed goods stacked on shelves.

Top 9 best CRM systems for wholesale distributors

Find your best CRM system for wholesale distributors fit with this guide.

This image shows two office workers sat at a desk working on their computer while talking into headsets.

Top 9 best custom CRM systems for 2025

Read this guide to learn more about the top 10 custom CRM systems.

Best CRMs for small businesses

12 best CRMs for small businesses in 2025

Discover the best CRM systems for small businesses in 2025. Compare features, pricing, and find the right fit to streamline sales and grow your business.

This image shows a man wearing a headset sat a desk working on his computer.

How to build a CRM system

Learn how to build a CRM system to improve your customer relationships with this article.

QuickBooks for subcontractors: The importance of a subcontractor CRM

To ensure peak productivity, anyone who manages subcontractors should make use of CRM.

How to enhance customer experience: 8 actions to take

Learn how to enhance customer experience and land more sales for your business!