Customer Management for QuickBooks®

Drive loyal, repeat business with a 360-degree view of each customer.

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Customer loyalty is achieved by delivering on customer needs.

Retain Through Service

Retain Through Service

A 360-degree view of your customer's needs allows your team to provide excellent service, driving loyal, repeat business.

Upsells Made Easy

Upsells Made Easy

Centralizing contact details and past QuickBooks transactions in one place makes upselling and reordering effortless.

Market to Customers

Market to Customers

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

Retain Through Service

Customer loyalty is achieved by delivering on customer needs.

Retain Through Service

  • Follow-up with customers faster.

    Your customer information is kept in a single centralized list, making contact information easily accessible to all team members, so follow-ups happen faster, and customers remain loyal.
  • Track unique customer preferences.

    Create unlimited custom fields that track preferences about your customers results in excellent service that keep your customers coming back.
  • Provide top-notch service.

    Access to previous interactions, scheduled follow-ups, QuickBooks transactions, and more in one 360-degree view, allows your team to provide efficient service, resulting in loyal customers.
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 CRM syncs to QuickBooks, everything you need for upsells and reordering is at your fingertips.

Opportunities App

  • Secure reorders and know when to upsell.

    Since your team has access to QuickBooks transactions, they will know what has been previously purchased and can be reordered, and what has not been purchased to be upsold.
  • Manage new deals with existing customers.

    Use Method's Sales Pipeline feature to track deals for existing customers so that your sales reps can focus on maximizing revenue.
  • Never forget to follow-up again.

    Increase upsells and reorders by scheduling follow-ups on future requests for you and your team members, so nothing falls through the cracks.
Skyler Broughman - TMI Consulting

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 customer and transaction data to create email campaigns that ensure your business stays top-of-mind.

MailChimp Integration

  • Email templates simplify customer follow-up.

    Create email templates for each area of your business to stay top-of-mind with your customers. From follow-ups to seasonal reminders of your service and even Accounts receivable, your team is covered with Method's customizable email templates.
  • Segment your customers for targeted outreach.

    Filter your existing customers for new sales and share an upcoming promotion by using data already available in your CRM. Create contact segments based on specific criteria such as region or products purchased for more targeted customer outreach.
  • Drum up new business with email campaigns.

    Easily send your filtered contacts to MailChimp with Method’s free MailChimp integration. Using MailChimp to market to your targeted lists from Method:CRM, your team will start seeing repeat business come through.
John Conner - Breaking the Barrier, Inc.

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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