CRM automation made easy
Create CRM workflows that reflect how you do business with a customizable, drag-and-drop solution.
Full access with unlimited users. 30-day free trial.
Supercharge your sales process with CRM automation
Stop leads from slipping through the cracks with automated workflows.
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
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.
Get the most out of your marketing efforts
Boost your marketing campaign success and get more eyes on your business with the help of CRM automation.
Increase repeat business and customer retention
Create life-long buyers and 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.
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.
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 30-day free trial — no credit card, no contract.