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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Graphic showing two-way sync between Method customer management software and QuickBooks

Strengthen your relationship with customers

Finally, customer management software that makes it easy to achieve excellent customer satisfaction.

A view of a customer profile in Method

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.

Graphic showing a contact list, calendar, and email template

“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.”

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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!”

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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.”

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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.

Online portals for customers to view transactions

Streamline your business with Method

Start your free trial — no credit card, no contract.