CRM automation made easy

Powerful automation that reflects how you do business.

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Method syncs with QuickBooks

Supercharge your sales process with CRM automation

Stop leads from slipping through the cracks with automated workflows.

Capture gmail email in Method

Shorten your sales cycle

Get paid faster by empowering your sales team to auto-populate estimates and invoices with customer details from QuickBooks.

Close sales directly from your inbox

Win more deals by adding sales prospects to Method CRM without ever having to leave your Gmail or Outlook inbox. Then, watch as your sales and productivity skyrocket.

Work with our team to customize your CRM

Not a tech guru? No problem. We’ll help you personalize your software exactly how you want.

Create workflows that mirror your exact process

Customizing your CRM to fit your business? That’s where we shine.

Our team doesn’t just tweak settings—we craft a CRM that works exactly how you need it to, tailored to your exact workflows and goals.

Let’s build a dashboard that gives you the insights you actually need, so you can stop guessing and start growing.

Customizing a view contact screen to your personal liking

Achieve more with the #1 CRM automation tool

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Start building your business instead of just running it

Reach new business milestones with CRM automation that spans across your entire sales process. 

Make collaboration a breeze

From automated sales opportunity creation to a full view of previous interactions with a customer, Method CRM puts the data you need at your fingertips.

Eliminate double data entry and manual tasks

Work more efficiently with our patented integration that syncs your customers, invoices, payments, and more between Method CRM and QuickBooks in real time.

Customer view indicating how Method syncs data with QuickBooks

Get the most out of your marketing efforts

Automate your marketing efforts and convert more leads with Method CRM.

Viewing an Email Campaign

Marketing workflow automation

Boost your marketing campaign success and get more eyes on your business with the help of CRM automation.

Increase repeat business and customer retention

Build strong customer relationships with automated follow up emails, CRM portals, and 24/7 access to customer details.

Maximize your marketing dollars

Use Method CRM’s reusable email templates, activity tracking, and native Mailchimp integration to bring leads down the sales funnel quickly. 

CRM automation tools for QuickBooks and Xero users

Automate your administrative tasks to maximize your productivity.

Overcome your automation challenges

Here are the top workflows Method helps QuickBooks and Xero users automate:

  • Customer experience. Stay connected with your customers with automated email campaigns and follow-up reminders.
  • Payment collection. Empower your customers with self-service portals to get paid quicker and with less fuss.
  • Lead management. Import new contacts into your CRM and track your sales activities from your Gmail or Outlook inbox.
An online customer portal view

A CRM automation solution that grows with you

Use Method CRM’s automation tools to solve new challenges as your business needs change.

Custom commission tracker screen in Method CRM


Automate the tedious tasks of today and tomorrow

You can personalize Method to:

  • Instantly measure sales quota progress and calculate commission payouts. 
  • Automate customer inquiries and requests via online portals.
  • Track the unique data that matters to your business.
  • Include custom transaction templates and sales pipeline reports.
  • Automate your qualification process with lead forms.

Streamline your business with Method

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