Manage customer information, history and follow-ups all in one place, while syncing to QuickBooks.
Track potential customers outside of QuickBooks, sync only once they convert to a paying customer.
Record interactions and schedule follow-ups with customers, leads and vendors so nothing is missed.
Create, edit and send estimates and quotes to potential and existing customers that seamlessly sync to QuickBooks.
Create, edit and send invoices to customers that automatically sync to your QuickBooks file.
Receive customer payments, sync with QuickBooks, and view history of all payments received by your company.
Ensure you have inventory on hand to fulfill orders with a complete record of what your company has sold.
*Only available to QB Desktop Users
Create digital receipts to allow customers to track their purchases, and store copies in Method to streamline your processes.
Manage potential business from leads and existing customers through all stages of your pipeline.
Automatically create new leads and create follow-up activities without manual entry.
Share calendars with your team to see tasks and appointments with the ability to edit as needed.
Give your customers 24/7 self-serve access to their account info to pay invoices, view balances and more, without having to contact you.
Transfer information between Method and a spreadheet. Import a large list of leads, mass-update existing information and export data.
Stay connected to your CRM and QuickBooks on Android, iPhone iPad, laptop, Windows phone, Blackberry, Samsung and more.
Method’s two-way real-time sync with QuickBooks Online, gives you a centralized view of your contacts, transactions and sales data.
Method’s two-way real-time sync with QuickBooks Desktop, gives you a centralized view of your contacts, transactions and sales data.
View contact details, CRM activities, QuickBooks transactions, and create new contacts without ever leaving your Gmail inbox.
Upload contacts from Method into your MailChimp account with the click of a button.
Appointments and meetings sync back and forth between your Method Calendar and your Google Calendar.
Accept credit card payments directly within Method and sync with Intuit Payments.
Accept credit card payments directly within Method and sync with PayPal.
Method supports any payment gateway that uses Authorize.NET Emulation.
Use Method:API web services to read from and write to Method to integrate your existing applications and external systems with Method.
Create, edit and approve Purchase Orders that sync with QuickBooks.
Convert your Purchase Orders into Bills, or create a new Bill, and pay vendors faster.
Create and send marketing campaigns to segmented groups of leads and customers, and simplify follow-ups with custom email templates.
Create, manage and share support cases across teams to deliver outstanding customer service.
Create donor reports, log interactions, record accepted donations and automatically sync all transactions to QuickBooks.