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.

Drag and drop CRM

No in-house tech guru? No problem!

Create workflows that mirror your exact process

With Method, customizing your CRM for your business’ specific needs is as easy as dragging and dropping.

Method:CRM’s no-code platform  allows for unlimited personalization. 

Customize your dashboard with the insights you need to drive your business forward.

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

Automates your administrative tasks to maximize your productivity.

Overcome your automation challenges with no-code

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 drag and drop 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.