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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

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Let us show you how Method can help your business grow

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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

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Let us show you how Method can help your business grow

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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

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Let us show you how Method can help your business grow

Schedule

Multi-entity CRM

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Latest Video Interviews posts

The Role of the Transformative Advisor: An Interview With Joe Woodard [Video]

One of the best things about events like QuickBooks Connect is the opportunity to learn from industry leaders. Better yet, that learning can occur outside of the scheduled keynotes and breakout sessions. Last week, Method’s Rodrigo Fernandez sat down with renowned author, consultant, business coach, and speaker Joe Woodard for an interview. As the CEO of […]

Fireside Chat: Building a Profitable Accounting Technology Stack [Video]

In the midst of the bustle at QuickBooks Connect San Jose, a group of ProAdvisors gathered to discuss the future of the accounting profession. The theme of the (admittedly fireless) fireside chat was “The Technology Empowered Accountant: Building a Profitable Technology Stack.” Hosted by Method’s Rodrigo Fernandez, the discussion tackled the question on everyone’s minds: in this […]

Your Top 5 Sales Pipeline Questions, Answered

Method's Sales Pipeline pack is an excellent way to track your opportunities as it progresses through the pipeline. Here are 5 frequently asked questions.

We’re Cooking Up a Storm at QuickBooks Connect!

We’re excited—okay, really excited—to be going to (and having a Main Street booth at) the inaugural QuickBooks Connect conference this October.There will be awesome keynotes and tailored sessions for both entrepreneurs, small businesses owners, accountants and developers. There will even be a Hackathon – Huzzah! (If you’ve already booked your ticket, don’t forget to let us know you’re going!) And the […]