Grow Your Consulting Business with Method:CRM

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Streamline your consulting business from lead to repeat and everything in between.

Close New Clients

Close New Clients

Come out on top with quick quote turnaround — create and send estimates from Method and schedule follow-up tasks to ensure nothing slips through the cracks of being busy.

Less Time Invoicing

Less Time Invoicing

Your time is best spent consulting, not performing admin work. Method’s end-to-end processes allow you to get paid on time and work on growing your business.

Generate Client Referrals

Generate Client Referrals

A complete view of each client means you can stay up-to-date on client progress and generate referrals from your loyal list of contacts.

Skyler Broughman - TMI Consulting

“I could not recommend Method enough. From receiving the first email from someone interested in our company, to entering their information, to setting up a follow-up conversation, and to the next steps is extremely fluid and simple… Method is very smooth, very user friendly and, as stated by others, the customization is incredible. I cannot recommend Method enough.”

Skyler Broughman
TMI Consulting
Richmond, VI

Convert More Leads Into Clients

Never again worry about your leads going cold with a simplified (and faster!) sales process.

Follow-up activity in a CRM for manufacturers.

  • A Faster Sales Process, From Wherever Work Takes You

    Get back to leads with an estimate even if you’re in a different city than your QuickBooks file. Create and send out estimates to leads in Method and decide whether they sync to QuickBooks.
  • Stay Focused on the Hottest Deals

    Track potential consulting deals and prioritize which ones to focus on using Method’s opportunity stages. Each stage, from ‘Prospecting’ to ‘Proposal’, has an assigned probability percentage to show the potential revenue of deals at each stage.
  • Web-to-Lead Forms Turn Website Visitors into Leads for Your Funnel

    Each new web lead triggers a notification email letting you know of the new lead, an new opportunity is created, and follow-up activities are scheduled, so nothing falls through the cracks.

Joshua Sroge - Firestone CFO

“I implemented Method for a sales team because I wanted something easy and intuitive for them to assign and manage opportunities, proposals, invoices, and payments. I didn’t want sales reps in QuickBooks, so the integration was important — Method does that extremely well. And, the support team’s accessibility and follow through differentiates Method from others. I work with dozens of QuickBooks clients in my consulting firm and would not hesitate to implement Method, as I have done with my own company.”

Joshua Sroge
Firestone CFO

Transform Your Day-to-day with End-to-end Workflows

Automated workflows allow you to serve clients, create and send invoices, and receive timely payment, involving less steps and less client back-and-forth.

End-to-end Workflows in a CRM for manufacturers.

  • Say ‘Goodbye!’ to Redundancy By Automating Tasks

    Create and send out estimates, convert the estimate into an invoice or sales order, and accept payment for the invoice through a payment gateway, all without all within Method. And, everything syncs to QuickBooks without re-entering any data.
  • Get Paid Faster with Client Portals

    With Method’s client portals your clients can pay invoices online and your team can process payments without needing access to QuickBooks. As soon as the payment is approved, it syncs to QuickBooks in real-time.
  • Extend Your Method Account as you Grow

    Customize your CRM to accommodate your growth instead of adopting separate systems. Take the architecture firm, Allegro Design Co, who customized Method to use their client portal as an all-in-one contract and estimate approval screen.

Allegro Design Co.

“The program is fantastic. It works out-of-the-box and there is basically an unlimited number of customizations to do. Farazeh was amazing with the customization we did on the estimates screen. Some of the best $$$$ I've spent and I will come back to her to customize more of the program!”

Bryan Dutton
Allegro Design Co.

Turn Clients Into Repeat Business and Referrals

Create lifelong referrers with the tools needed to cultivate strong business relationships.

Follow-up activity in a CRM for manufacturers.

  • World-Class Service with a 360-degree View of Each Client

    Consolidated relationship and transaction data, gives everyone on your team a 360-degree view of each client. View past orders, re-send invoices, or check the status of an estimate all from the client’s profile in Method.
  • Proactive Relationship Management

    Scheduled activities in Method remove the unrealistic responsibility of remembering client details and when to touch base after a consulting session. Regularly staying in contact with clients ensures you’re always top of mind.
  • Essential Client Data from Wherever You Work

    Log client interactions, update your sales pipeline, and create estimates from Method’s mobile app. The mobile app makes your CRM and QuickBooks data available to you from the airport, a conference, a client’s office, or wherever else your consulting work takes you.

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