CRM for accountants and bookkeepers
Whether you need improved practice management or better client insights, Method:CRM is designed to make your day-to-day easier.
“Method is central to our success as a client accounting services firm. Only Method provides the customization functionality and QuickBooks sync that both power our firm's internal processes and enable unique automation in our client engagement.”
The best QuickBooks integration
QuickBooks is the cornerstone of your accounting or bookkeeping practice — so you need CRM software that works with it.
Method has a real-time, two-way sync with all versions of QuickBooks Desktop and QuickBooks Online.
Eliminate double data entry
Add clients or create transactions in Method, then watch the data sync automatically to QuickBooks.
Offer client portals
Online portals allow your clients to update their details, view their invoices, and make payments anytime.
Turn more prospects into clients
Stay organized and grow your business with a shared list of leads in your CRM.
Generate new business in your sleep
Embed a custom form on your site to capture new leads and save them directly to Method.
Never miss out on a new opportunity
When a potential client fills out your form, Method automatically sends you an email and schedules a follow-up activity.
Manage estimates outside of QuickBooks
Estimates created for leads sync automatically to QuickBooks once the leads turn into clients.
Strengthen client relationships
Method gives you a centralized view of each client so your whole team can provide top-notch service.
Track every conversation
Add activities to record notes from meetings, phone calls, and emails.
Know every client inside and out
View each client’s preferences, activities, appointments, and QuickBooks transactions, all in one place.
Drive client loyalty by staying in touch
Simplify your outreach strategy by turning common messages into saved templates. You can even send emails directly from Method.
Connect to your favorite apps
Method offers native integrations with apps like Gmail, Outlook and Mailchimp, with hundreds of other integrations available via Zapier.
A customized accounting CRM
Your practice is unique, so why should you settle for generic software? Method’s 100% customizable platform can be tailored to meet your needs.
Unlimited custom fields
Capture and track the information that matters to your business.
Automatically send emails, schedule follow-ups, or generate reports with a single click.
Simplify client onboarding
Create custom client portals for viewing and approving key documents online.