Now with Method AI Beta

Your QuickBooks CRM.

Your way.

Your business doesn’t run like anyone else’s. Your CRM shouldn’t either. Method CRM stays in two-way sync with QuickBooks and lets you customize your workflows to fit your business. With AI built right in, making changes is as easy as asking.

Make it yours ⟶

Dedicated onboarding specialist
Free trial, no credit card required
Free 1:1 hour of workflow setup

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18,000+ teams on QuickBooks Online & Desktop trust Method to keep their books and sales in sync.

1,600+

Five-star ratings on Capterra & G2

18k+

Businesses run their day on Method

16yrs

Built around QuickBooks since 2010

2-way

Real-time sync with QuickBooks Online & Desktop

Why QuickBooks businesses choose Method

One place to run your business, from first quote to getting paid.

Method CRM is the most customizable CRM for businesses that syncs with QuickBooks. It brings your customers, quotes, orders, jobs and invoices into one place, and keeps them in real-time, two-way sync with QuickBooks Online and Desktop. No more re-keying data or spreadsheets on the side.

Win more work.

Track leads and opportunities in a pipeline you can see at a glance, so follow-ups don’t slip.

Quote and take orders.

Send estimates and turn them into sales orders without re-keying, so everyone knows where every order stands.

Keep jobs on track.

Give crews work orders with the details they need on site, and keep the office and the field on the same page.

Get paid faster.

Invoice from the same record, and let customers pay online through their own portal or on site with Tap to Pay.

“I’m almost positive there’s no other ERP system out there where we’d have the adaptability we do with Method.”

60 steps 6 steps

from estimate to invoice

Aaron Barnhart

CEO, Go Powertrain

What they built:

A built-from-scratch inventory system with multi-warehouse support, after scoping and rejecting  the off-the-shelf options.

Read the full Go Powertrain story →

Every part of it can be shaped around how you work, and now you can do that just by asking.

Everyday customization

Your workflows. Your way.

Every business works differently. Whether you’re manufacturing, distributing, or running crews on site, customize Method CRM to fit your workflows, just by asking.

How it works

Ask, and keep asking until it fits

Say it.

In your own words, ask Method AI for what you need.

Watch it change.

The screen you’re on changes in front of you, or Method AI tells you what it can’t do.

Keep it or roll it back.

Undo in one step if you change your mind. Bigger builds go to Method’s experts, and your first hour is free.

Try your first prompt

Yes, there’s an API for that. Connect Claude or ChatGPT to Method’s API to ask questions and build reports from your Method data. You decide what the AI can access. Read the API docs →