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Xero CRM

Customer Management

Xero CRM

Two-way sync and flexible workflow automation

Customer Management

360-degree customer view

Customer Portals

24/7 access

Email Campaigns

Notifications | Integrations | Analytics

Sales Management

Lead Management

Web-to-lead forms | Activities

Estimates

Online approvals

Invoicing

Payment integrations | Online payments

Workflow Automation

Lead to Cash

Integrations

Xero API

Gmail

Google Calendar

Outlook

Payment Gateways

Plus, connect method to 8,000+ apps via Zapier including:

Learn more

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Latest CRM posts

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How to create your own CRM (2026 guide)

Learn how to create your own CRM system tailored to your business needs — step‑by‑step guide to design, build, integrate, and automate a custom CRM that improves workflows, customer data, and scalability.

Read more about How to create your own CRM (2026 guide) »

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12 best HubSpot alternatives in 2025

Compare HubSpot alternatives in 2025 that deliver affordability, flexible customization, AI features, and deep integration for marketing, sales, and accounting.

Read more about 12 best HubSpot alternatives in 2025 »

15 best Salesforce alternative CRMs for 2025

Discover the top Salesforce alternatives. Compare pricing, automation, integrations, ease of use, and scalability, including Method CRM’s unique benefits.

Read more about 15 best Salesforce alternative CRMs for 2025 »

Best CRM for Blinds Manufacturers - Blog Image - Method CRM

The best 6 CRMs for blinds manufacturers: A complete buyer’s guide

Looking for the best CRM for your blinds business? Compare top platforms built for shutters and window coverings—and see why Method CRM stands out with real-time QuickBooks sync and customizable workflows.

Read more about The best 6 CRMs for blinds manufacturers: A complete buyer’s guide »

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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.

Read more about How your business can streamline sales process steps from beginning to end »

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QuickBooks add-ons for manufacturing: What to know

Explore QuickBooks add-ons for manufacturing in this blog. Learn what they are, why they're important, and a couple of your best options.

Read more about QuickBooks add-ons for manufacturing: What to know »

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Top Creatio competitors and alternatives in 2025

Read this blog to discover the best Creatio competitors/alternatives on the market so you can make the most informed CRM decision.

Read more about Top Creatio competitors and alternatives in 2025 »

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Top reasons to integrate CRM and accounting software

A CRM and accounting software integration is a modern solution for managing your business.

Read more about Top reasons to integrate CRM and accounting software »

Top 8 best CRM systems for 2025

Discover the best CRM systems for 2025 before you commit to a solution for your business.

Read more about Top 8 best CRM systems for 2025 »

Top 10 best CRM systems for construction in 2025

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

Read more about Top 10 best CRM systems for construction in 2025 »

Finally, a CRM that works the way you do.

With Method CRM, you get:

• Instant, two-way QuickBooks sync
• Customization built for your workflow
• End-to-end automation that saves hours

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