Streamline your consulting business from lead to repeat and anything in between.

  • Close new clients ahead of your competitors.

    Find and close more deals with a CRM for Manufacturers

    Come out on top with quick quote turnaround – create and send estimates from Method and schedule follow-up tasks to ensure nothing slips through the cracks of being busy.

  • More time consulting, less time invoicing.

    Service customers and get paid faster with a CRM for Manufacturers.

    Your time is best spent consulting, not performing admin work. Method’s end-to-end processes allow you to get paid on time and work on growing your business.

  • Generate referrals from happy clients.

    Generate referrals from happy clients.

    A complete view of each client means you can stay up-to-date on client progress and generate referrals from your loyal list of contacts.

I could not recommend Method enough…

“From receiving the first email from someone interested in our company, to entering their information, to setting up a follow-up conversation, and to the next steps is extremely fluid and simple… Method is very smooth, very user friendly and, as stated by others, the customization is incredible. I cannot recommend Method enough.”

Skyler Broughman, TMI Consulting
Richmond, Virginia

Convert more leads into clients.

Never again worry about your leads going cold with a simplified (and faster) sales process.

Track your opportunities
  • A faster sales process, from wherever work takes you – Get back to leads with an estimate even if you’re in a different city than your QuickBooks file. Create and send out estimates to leads in Method and decide whether they sync to QuickBooks.
  • Stay focused on the hottest deals – Track potential consulting deals and prioritize which ones to focus on using Method's opportunity stages. Each stage, from ‘Prospecting’ to ‘Proposal’, has an assigned probability percentage to show the potential revenue of deals at each stage.
  • Web-to-lead forms turn website visitors into leads for your funnel – Each new web lead triggers a notification email letting you know of the new lead, a new opportunity is created, and follow-up activities are scheduled, so nothing falls through the cracks.
Joshua Sroge - Firestone CFO

“I implemented Method for a sales team because I wanted something easy and intuitive for them to assign and manage opportunities, proposals, invoices, and payments. I didn’t want sales reps in QuickBooks, so the integration was important – Method does that extremely well. And, the support team’s accessibility and follow through differentiates Method from others. I work with dozens of QuickBooks clients in my consulting firm and would not hesitate to implement Method, as I have done with my own company.

Joshua Sroge, Firestone CFO

Transform your day-to-day with end-to-end workflows.

Automated workflows allow you to serve clients, create and send invoices, and receive timely payment, involving less steps and less client back-and-forth.

create an estimate
  • Say ‘goodbye!’ to redundancy by automating tasks – Create and send out estimates, convert the estimate into an invoice or sales order, and accept payment for the invoice through a payment gateway, all within Method. And, everything syncs to QuickBooks without re-entering any data.
  • Get paid faster with client portals – With Method’s client portals your clients can pay invoices online and your team can process payments without needing access to QuickBooks. As soon as the payment is approved, it syncs to QuickBooks in real-time.
  • Extend your Method account as you grow – Customize your CRM to accommodate your growth instead of adopting separate systems. Take the architecture firm, Allegro Design Co., who customized Method to use their client portal as an all-in-one contract and estimate approval screen.
    Read the full story.
Bryan Dutton - Allegro Design Co.

“The program is fantastic. It works out-of-the-box and there is basically an unlimited number of customizations to do. Farazeh was amazing with the customization we did on the estimates screen. Some of the best $$$$ I've spent and I will come back to her to customize more of the program!”

Bryan Dutton, Allegro Design Co.
Denver, Colorado

Turn clients into repeat business and referrals.

Create lifelong referrers with the tools needed to cultivate strong business relationships.

A 360-degree view of each client.
  • World-class service with a 360-degree view of each client – Consolidated relationship and transaction data, gives everyone on your team a 360-degree view of each client. View past orders, re-send invoices, or check the status of an estimate all from the client’s profile in Method.
  • Proactive relationship management – Scheduled activities in Method remove the unrealistic responsibility of remembering client details and when to touch base after a consulting session. Regularly staying in contact with clients ensures you’re always top of mind.
  • Essential client data from wherever you work – Log client interactions, update your sales pipeline, and create estimates from Method’s mobile app. The mobile app makes your CRM and QuickBooks data available to you from the airport, a conference, a client’s office, or wherever else your consulting work takes you.

Free resources for implementing a CRM for your consulting business.

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