Accept payments through online customer portals

Method’s built-in CRM portals empower your customers and vendors to help themselves, which frees up your time and provides an excellent service experience.

Customer portal screen in a QuickBooks CRM

How will Method’s CRM customer portals benefit my business?

Streamline payment processing

Method’s portals give your customers the option to view, print and pay their invoices online, as long as you have a payment gateway set up. Once approved, the payments sync to QuickBooks in real-time.

Offer self-service options

Free your team from manual admin work. Method’s portals allow your customers and vendors to edit their contact details, view their support requests, and see their purchase history anytime, without contacting you.

Customize the portal to fit your customers’ needs

Just like the CRM itself, Method’s portals are fully customizable. Use the portal as is, or personalize it to allow your customers to request information, approve documents, or order items.

Streamline your business with Method:CRM

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