Education CRM for QuickBooks

A CRM designed specifically for QuickBooks and rated #1 by QuickBooks users and ProAdvisors.


It’s simple to get started. Free 30-day trial, no credit card required.

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Streamline your education company from lead to repeat and anything in between.

Turn more interested students into future alumni.

  • Generate more applications from inquiries.
    Embed a custom form on your website to capture inquiries straight into your CRM. Each new inquiry triggers a notification to your sales team and schedules a follow-up, so more inquiries have a chance of becoming customers.
  • Prospective student management.
    Track the progress of every prospective student and focus on the ones most likely to close using customized opportunity stages. Each opportunity stage, such as ‘Initial Inquiry’ to ‘Application Submitted’, has an assigned probability percentage to show the potential revenue from prospective students at each stage.
  • A more efficient sales process.
    With a QuickBooks-integrated CRM, your team doesn’t require you or your accountant to create QuickBooks transactions. With Method, the sales team can create and send out estimates and, like with leads, choose whether or not to sync them to QuickBooks.

Education CRM for Fencing School, Guard Up!

“Method and QuickBooks Online wrap around my business, instead of expecting my business to adjust to their software.”

At Guard Up!, each child has their own individual story that’s a combination of transaction history and skills attained. As the business grew, owner Meghan Gardner wanted a CRM that could help her staff manage all of that information for their more than 1200 clients. She needed a program robust enough so when a child returns three summers from now, all of the information from their previous experience is readily available.

Read Meghan’s Education CRM success story.

Method:CRM Opportunity Screen showing it's different stages.
Method:CRM Opportunity Screen showing it's different stages.

Service students and get paid in fewer steps.

  • Service students and parents efficiently.
    Don’t waste time passing paperwork between recruitment, student services, and accounting. A QuickBooks CRM creates transparency between team members, allowing everyone to service students efficiently.
  • Enable 24/7 self-serve options for students and parents.
    There’s a lot to get done everyday, so free your team from taking credit card numbers over the phone or taking checks to the bank. Method’s free customer portals enable students and parents to view invoices and pay online, all without having to contact you. Plus, the transaction will automatically sync to QuickBooks.
  • Liberate key staff to focus on building the business.
    Since sales transactions sync from Method to QuickBooks, your accountant has time to focus on insights instead of data entry. Meanwhile, you as the business owner have more time to spend on building the business, instead of just keeping your head above water.

Education CRM for Breaking the Barrier, Inc.

“Method is a great CRM tool out of the box but that is just the beginning of what you can do. With the no-code platform that allows users to customize the system to meet their business needs, there’s no limit to what you can do. The Method team are the best vendors I have worked with in my career. If you need a CRM system with limitless possibility that fully integrates with QuickBooks, Method is the perfect software.”

James Connor CEO, Breaking the Barrier, Inc

Read Breaking the Barrier’s Education CRM story.

MailChimp Integration with Method:CRM
Method:CRM Opportunity Screen showing it's different stages.

Keep students (and parents) coming back.

  • Retain customers with a 360-degree view of each student.
    See educational accomplishments, view past classes, or re-send invoices all from the student’s profile. With a complete view of each student your team can provide personalized service and create lifelong relationships with students and parents.
  • Keep students engaged with email campaigns.
    Stay top-of-mind for seasonal programs with segmented email campaigns. Method’s free MailChimp integration allows you to create beautiful email campaigns that drive results with students, parents, and even alumni.
  • Prospective student data with you on the road.
    If recruiting for your education company takes you on the road, not to worry. Add new student leads, log interactions with existing applicants, create follow-up tasks, and create estimates from wherever your work takes you. Method’s mobile app allows you to bring your CRM and QuickBooks data to wherever your prospective students and parents are.

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No Credit Card. No Contract. Yes, It’s Super Easy!