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Contact Manager

Stay Organized with Contact Manager

  • Track phone calls, emails, and appointments for contacts and leads.
  • Send estimates and invoices that sync to QuickBooks, and receive payments.
  • Manage and share tasks, calendars, schedules and processes with staff and partners.
  • Close more deals and convert them into QuickBooks invoices.
QuickBooks Sync

Save Time with QuickBooks Sync

  • Syncs with QuickBooks Desktop and QuickBooks Online.
  • Method's patented bi-directional sync technology mirrors your QuickBooks data in real-time. You'll save time by only entering data ONCE.
  • Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, bills, and much more.
Fully Customizable

Customize it to Your Workflows

  • No two businesses are identical. Configure your CRM to match your unique way of getting your work done. You’ll have a system that’s made just for you.
  • Everything in Method is designed using the same drag-and-drop tools that are available to you as a user.
  • From uploading your logo and colors to creating your own tables, fields, screens, buttons and more – the possibilities are endless when you have a fully customizable CRM.

Works with Gmail, Outlook, MailChimp, SmartVault, and more!

Gmail integration Our Gmail integration means you can view, add and edit QuickBooks and CRM data from inside your Gmail.
Outlook integration The Outlook plug-in syncs emails PLUS your calendar appointments.
MailChimp integration Export your Method and QuickBooks contacts directly to MailChimp for email marketing.
SmartVault integration Connects with for document storage and management.
Fully Customizable

Get Paid with Customer Portals

  • Look Fortune 500 Professional with a “my account” section on your website where your customers can view and pay invoices.
  • Web Forms allow your potential customers to request product and service information from your website and instantly create a lead, sales opportunity and a follow-up reminder for your sales staff.

Do More with Method Add-ons

  • Use specialized Add-ons to get more done with Method.
  • From Field Services and Workflow Management to Expense Reports and more, Add-ons give you new functionality by extending your Method:CRM Pro account.

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