Build lasting relationships with the best customer management software for QuickBooks

Method:CRM gives you a 360-degree view of your customers so you can keep them coming back.
Risk free — no credit card, no contract.
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Drive loyal, repeat business through effective customer management.

Retain Through Service

Retain Through Service

Method:CRM provides a 360-degree view of each customer’s history and needs, allowing your team to provide excellent service.

Upsells Made Easy

Reorder button

With centralized contact details and QuickBooks transactions in your customer management software, upselling and reordering become effortless.

Market to Customers

Market to customers

Consistently communicate with existing customers to stay top of mind and drive repeat business.

Retain Through Service

Customer loyalty is achieved by delivering on customer needs.

  • Build Strong Relationships With All Your Contacts

    Don’t clutter up QuickBooks with non-billing contacts. Method:CRM is designed for complete customer management, so you can add unlimited contacts per customer to track all your interactions.
  • Record Unique Customer Preferences

    Effective customer management begins with knowing what your customers need. Create custom fields in Method:CRM to track the customer details that are important to your business.
  • Provide Top-Notch Service

    With previous interactions, scheduled follow-ups, QuickBooks transactions, and more all in one place, your team can provide efficient service and keep customers happy.
Method:CRM contact screen app ribbon
Sky Products

“We’re tracking opportunities throughout the whole process. I’m managing opportunities from sending a quote, to closing a sale. The flexibility of Method is that you can use it anywhere.”

Dave Kowch
Sky Products
QuickBooks Enterprise User

Upsells Made Easy

When your customer management software syncs with QuickBooks, everything you need for upselling and reordering is at your fingertips.

Method:CRM Opportunity Screen showing it's different stages.
  • Never Forget to Follow Up Again

    Drive repeat business by scheduling reminders to follow up with customers. And with all your customer data in a centralized location, follow-ups happen faster and nothing falls through the cracks.
  • Secure Reorders and Know When to Upsell

    Method:CRM gives your team access to QuickBooks transactions, without needing access to QuickBooks. As a result, employees can identify opportunities to upsell and see what needs to be reordered.
  • Manage New Deals For Existing Customers

    Use Method:CRM’s sales pipeline features to track potential sales for existing customers. By focusing on the hottest deals, your sales reps can save time while maximizing revenue.
Skyler Broughman - TMI Consulting - QuickBooks Online User

“From receiving the first email from someone interested in our company, to entering their information, to setting up a follow-up conversation – Method is very smooth, very user-friendly and the customization is incredible. I cannot recommend Method enough.”

Skyler Broughman
TMI Consulting
QuickBooks Online User

Market to Customers

Leverage the data in your customer management software to create targeted email campaigns.

  • Email Templates Simplify Customer Follow-Up

    Create custom templates in Method:CRM to streamline your email communication with customers, from follow-ups to seasonal reminders to accounts receivable.
  • Segment Your Customers for Targeted Outreach

    Use the data in your customer management software to strategically filter your contacts. Create mailing lists based on specific criteria (like region or purchase history) for more targeted email marketing.
  • Drum Up Repeat Business With MailChimp Campaigns

    Easily send your segmented customers from Method:CRM to MailChimp with the click of a button. Then, use MailChimp to create powerful email campaigns that keep your business top of mind.
MailChimp Integration with Method:CRM
John Conner - Breaking the Barrier, Inc. - QuickBooks Pro User

“Method has allowed us to put reminders on our schedules months down-the-road to check in with key decision makers. Further, the integration with MailChimp has allowed us to segment our customer list and export certain groups over to MailChimp for timely email campaigns.”

John Conner
Breaking the Barrier, Inc.
QuickBooks Pro User

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