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.
Strengthen customer relationships
Method’s customer management tools make it simple to provide efficient and personalized service.
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.
“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.”
“Right off the bat, the compatibility with QuickBooks impressed us greatly. Tracking cases, quotations, and customer follow-ups is also effortless through the use of activities and opportunities. Would highly recommend!”
“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.”
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.
