All the features you need to streamline your operations and grow your sales.

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Outlook

Outlook Add-In

View contact details, CRM activities and QuickBooks transactions, and create new contacts, all within your Outlook inbox.

*Not available for Exchange servers or third party email providers (GoDaddy, HostGator, etc.)

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NEW

Method:Sidebar for Gmail

Method:Sidebar for Gmail

View contact details, CRM activities, QuickBooks transactions, and create new contacts without ever leaving your Gmail inbox.

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IMPROVED

Authorize.NET

Authorize.NET

Accept credit card payments directly within Method without having to access QuickBooks.

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Base Features

Our robust CRM Pro offering includes all of the following CRM features.

Customer Management

Manage customer information, history and follow-ups all in one place, while syncing to QuickBooks.

Lead Management

Track potential customers outside of QuickBooks, sync only once they convert to a paying customer.

Activities

Record interactions and schedule follow-ups with customers, leads and vendors so nothing is missed.

Estimates

Create, edit and send estimates and quotes to potential and existing customers that seamlessly sync to QuickBooks.

Invoices

Create, edit and send invoices to customers that automatically sync to your QuickBooks file.

Payments

Receive customer payments, sync with QuickBooks, and view history of all payments received by your company.

Sales Orders

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

Sales Receipts

Create digital receipts to allow customers to track their purchases, and store copies in Method to streamline your processes.

Opportunity Tracking

Manage potential business from leads and existing customers through all stages of your pipeline.

Web-to-Lead Form

Automatically create new leads and create follow-up activities without manual entry.

Shared Calendar

Share calendars with your team to see tasks and appointments with the ability to edit as needed.

Portals

Give your customers 24/7 self-serve access to their account info to pay invoices, view balances and more, without having to contact you.

Import/Export Tool

Transfer information between Method and a spreadheet. Import a large list of leads, mass-update existing information and export data.

Mobile App

Stay connected to your CRM and QuickBooks on Android, iPhone iPad, laptop, Windows phone, Blackberry, Samsung and more.

Integrations

Looking for a CRM that integrates with tools you use on a daily basis? Look no further!

QuickBooks Online

Method’s two-way real-time sync with QuickBooks Online, gives you a centralized view of your contacts, transactions and sales data.

QuickBooks Desktop

Method’s two-way real-time sync with QuickBooks Desktop, gives you a centralized view of your contacts, transactions and sales data.

Method:Sidebar for Gmail

View contact details, CRM activities, QuickBooks transactions, and create new contacts without ever leaving your Gmail inbox.

Outlook Add-In

View contact details, CRM activities and QuickBooks transactions, and create new contacts, all within your Outlook inbox. *Not available for Exchange servers or third party email providers.

MailChimp

Upload contacts from Method into your MailChimp account with the click of a button.

Google Calendar

Appointments and meetings sync back and forth between your Method Calendar and your Google Calendar.

Intuit Payments for QBO

Accept credit card payments directly within Method and sync with Intuit Payments.

PayPal Payflow

Accept credit card payments directly within Method and sync with PayPal Payflow.

Authorize.NET

Accept credit card and ACH payments directly within Method and sync with Authorize.NET.

Other Payment Gateways

Method supports any payment gateway that uses Authorize.NET Emulation.

Method:API

Use Method:API web services to read from and write to Method to integrate your existing applications and external systems with Method.

Add-Ons

Some additional costs may be required for the following features.

Purchase Orders

Create, edit and approve Purchase Orders that sync with QuickBooks.

Bills

Convert your Purchase Orders into Bills, or create a new Bill, and pay vendors faster.

Email Campaigns

Create and send marketing campaigns to segmented groups of leads and customers, and simplify follow-ups with custom email templates.

Case Management

Create, manage and share support cases across teams to deliver outstanding customer service.

Donor Management

Create donor reports, log interactions, record accepted donations and automatically sync all transactions to QuickBooks.

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