The #1 customer management software for QuickBooks users
From first touch to first purchase, Method:CRM gives you a complete view of your customers so you can keep them coming back for more.
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Strengthen your relationship with customers
Finally, customer management software that makes it easy to achieve excellent customer satisfaction.
A 360-degree view of every customer
See past interactions, upcoming meetings, purchase history, and more in one convenient location.
Get customer insights on-the-go
Put CRM and QuickBooks data at your fingertips with the Method:CRM mobile app. Better yet, this app makes it easy to follow up with your customers at anytime and from anywhere.
Customer management from your inbox
Get an overview of a customer’s relationship with your business without leaving your Gmail or Outlook inbox.
Increase your rate of repeat business
Maximize your customer retention and keep your business top of mind with the #1 customer management tool for QuickBooks users.
Stay in touch with automated follow-ups
Schedule one-time or recurring reminders to check in, then send messages directly from Method.
Email marketing
Build email campaigns in your customer management software or send lists of Method customers to Mailchimp.
Custom reports
Create reports to show your top customers or products, then act on those insights to drive more sales.
“We’re using it for booking clients at our studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week.”
Noah Mintz
Lacquer Channel Mastering
“Right off the bat, the compatibility with QuickBooks impressed us greatly. Tracking cases, quotations, and customer management are effortless through the use of activities and opportunities. Would highly recommend!”
Dylan Hanna
Gravity Software
“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 for timely email campaigns.”
John Conner
Breaking the Barrier
Simplify your sales process
The less time you spend on customer management, the more time you can spend on growing your business.
Sales transactions
Create estimates, invoices, payments, and receipts in Method, all without needing access to QuickBooks.
No more double data entry
Add customers or enter sales in Method:CRM, then watch as the data appears in QuickBooks instantly.
Improve your customer service with portals
Your customers can make fast and secure online payments that sync to QuickBooks in real time with Method:CRM.
