Wholesale & Distribution 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

Case management

See, track, and manage everything that needs your attention in one place

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

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

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

Reporting

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

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

Customizations
Industries
Pricing
Resources
Demo
Contact Sales

Sign in Start free trial

Latest Wholesale & Distribution posts

A construction worker holding a laptop, smiling, and giving a thumbs up.

The value of logistics automation in 2024 and beyond

Logistics automation is a game-changer in how we move goods. Explore the cutting-edge technologies that are reshaping logistics.

Picture of stone blocks in warehouse

Supply chain automation guide in 2024: Benefits, tools, and cost

Supply chains are buckling under the pressure of global uncertainties and disruptions. Learn how supply chain automation helps.

Man in warehouse holding a tablet

3PL automation: The key to successful supply chains

Explore the ins and outs of 3PL automation. Discover how it can streamline your logistical processes and improve consistency.

Picture of a warehouse

3PL warehouse: Your ultimate guide

Managing shipping and logistics is hard. Learn how partnering with a 3PL warehouse increases your efficiency and reduces costs.

Man in Bubble Jacket Holding Tablet Computer

3PL billing and invoices: All you need to know

3PL billing and invoicing are vital for optimal supply chain performance. Find out why in this blog.

Image of Method team at the MODEX conference

MODEX Conference 2024: Learnings and takeaways

Missed MODEX? We’ve got the highlights! Plus, learn everything you need to know about next year’s ProMat conference.

People measuring a wall in a house

Top 4 best field service management software 2024

With field service management software, you can create the most efficient schedules for your team on the field and send real-time updates.

A group of workers in safety gear packing boxes.

7 best practices for warehousing and inventory management

Explore the top strategies in warehousing and inventory management to enhance efficiency in your manufacturing, wholesale, and distribution business.

A man in a dimly lit warehouse looking at inventory on a shelf.

Warehouse inventory control: Top 3 processes you need to automate

Is your warehouse inventory control getting out of hand? Check out this blog for the top 3 inventory processes you need to automate.

Two men take inventory of a warehouse shelf while another pulls a wagon.

Top 10 best wholesale distribution solutions for 2024

This top 10 list makes clear the best ways to manage wholesale distribution in 2023.