The best customer management software for QuickBooks

From first phone call to first purchase (and beyond), Method:CRM gives you a complete view of your customers so you can keep them coming back.

Simplify your sales process

The less time you spend on admin work, the more time you can spend closing sales and 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, then watch as the data appears in QuickBooks instantly.

Customer portals

Your customers can make fast and secure online payments that sync to QuickBooks in real time.

Invoice screen in Method:CRM customer management software

Strengthen customer relationships

Method’s customer management tools make it simple to provide efficient and personalized service.

Customer profile screen in Method:CRM customer management software

360-degree view

See past interactions, upcoming meetings, purchase history, and more in one convenient location.

Mobile app

With CRM and QuickBooks data at your fingertips, you can follow up with customers anytime and anywhere.

Email integrations

Get an overview of a customer’s relationship with your business without leaving your Gmail or Outlook inbox.

Drive repeat business

Stay in touch with your customers to improve retention and keep your business top of mind.

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

Streamline your business with Method:CRM

Start your 30-day free trial — no credit card, no contract.