Sales Archives — 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

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

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

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

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

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

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

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 Sales posts

NetSuite Alternatives for Small Business - Method Blog - Header Image

7 Top NetSuite Alternatives for Small Businesses

Explore the 7 top NetSuite alternatives for small businesses. See why QuickBooks + Method CRM is a smarter, more affordable way to scale your operations.

Customer Self Service Portals - Method Blog - Header Image

What is a customer self-service portal? (And do you need one)

Discover how a self-service portal can save time, boost customer satisfaction, and be easy to set up with Method CRM.

A teal illustration representing data analysis, with a person grabbing a pie chart from a smartphone.

The top 6 sales lead tracking solutions to never miss an opportunity again

Realize the full potential of your sales process with sales lead tracking and ensure that every prospect gets the attention they deserve.

A fuchsia illustration of a person holding a discount price tag around shopping bags.

The difference between close rate vs. win rate and how to improve both

Discover the difference between close rate vs. win rate, two critical sales metrics. See how to calculate and optimize them to drive growth.

A purple illustration of two hands high-fiving.

How your business can streamline sales process steps from beginning to end

What does "streamline sales process" mean? Learn how to improve efficiency and customer experiences to drive business growth in this blog.

A teal illustration of a person online shopping.

How to prevent a lost sales opportunity from ever happening again

Never let a lost sales opportunity hurt your cash flow again. Learn how communication, data insights, and team training help you close deals.

Fuchsia illustration of a hand giving a thumbs up, with a checkmark next to it.

How to improve your sales close rate and why you need to be tracking it

Ready to learn how to improve sales close rate? Nail your pitch, find your best customers, and master follow-ups with this blog.

A purple illustration of a person holding a discount price tag around shopping bags.

How to automate your sales process: A comprehensive guide

Learn how to automate your sales process with strategies and tools that save time, drive revenue, and make customer interactions smoother.

A fuchsia illustration of a person swiping a credit card.

From quote to cash: How to master the Q2C process

How are you managing your sales cycle from quote to cash? Learn all about your Q2C process and get the best strategies in this blog.

A purple illustration of someone magnifying a search bar.

How to convert leads into customers and keep them coming back

Want to engage, retain, and increase customer lifetime value? Learn how to convert leads into customers and build lasting relationships here.