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.
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.
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.
“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
Never again worry about your leads going cold with a simplified (and faster) sales process.
“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
Automated workflows allow you to serve clients, create and send invoices, and receive timely payment, involving less steps and less client back-and-forth.
“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.
Create lifelong referrers with the tools needed to cultivate strong business relationships.