#1 CRM for Intuit.

Simplify Your Small Business.
Your Customers Will Love It.

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What is CRM?

You have all kinds of customer and financial info …

word cloud

The Old Way …

You store these in:

File Folders:

file folders



Sticky Notes:

sticky notes

Your Brain:


This is chaos. It leads to missed tasks and follow-ups. Or worse, forgotten orders and appointments. And that leads to lousy customer service and disappointed customers.

The Method Way

You store these all in one place and in sync with Intuit QuickBooks …

The Method Way

This is organized. It leads to knowing what each customer needs and when they need it so nothing gets missed. And that leads to amazing customer service and delighted customers.

Why Method is Different.

QuickBooks Sync

The Best QuickBooks Sync.

Nobody likes entering data twice. Method has the best QuickBooks sync in the industry, and the patent to prove it. Plus our sync engine is approved by the world-class team at Intuit.

No Code

Make It Your Own,100% Code-Free.

One-size-does-not-fit-all in small business. We know the way you get your work done is different from every other company. That’s why Method is 100% customizable, 100% code-free.


Works On Any Device.

From iOS to Android to your laptop or desktop, you’ll have every customer detail right at your fingertips. Method works on all devices — from mobile to desktop.

But Don't Take It From Us …

As seen in:

Forbes Inc. Intuitive Accountant Yahoo! Small Business Advisor CPA Practice Advisor KGO 810 News/Information IT in Canada Online examiner.com ITBusiness.ca IT-Director.com PwC Visions to Reality Awards 2013 Yahoo! Finance TechCrunch TechVibes Toronto Star

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