Grow Your Business with a Consulting CRM

Method:CRM is rated the #1 CRM by QuickBooks users on

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Risk free — no credit card, no contract.

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

Close New Clients

Manage Leads

Come out on top with quick quote turnaround. Send estimates right from Method and schedule follow-up tasks to ensure nothing slips through the cracks.

Less Time Invoicing

Work Efficiently

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

Keep Clients Happy

Drive Repeat Business

A complete view of each client means you can stay up-to-date on their projects and provide top-notch service.

“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.

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  • A Faster Sales Process, From Wherever Work Takes You

    Send a quote to a lead even if you’re away from QuickBooks. Create and send estimates right from Method, then sync them to QuickBooks when you’re ready.

  • Stay Focused on the Hottest Deals

    Track potential deals and decide which ones to focus on using Method’s opportunity stages. Each stage, from ‘Prospecting’ to ‘Proposal’, has an assigned probability percentage. This helps you see the potential value of each deal.

  • Web-to-Lead Forms Turn Website Visitors into Leads

    Each new web lead triggers an email letting you know about the new lead. Plus, a new opportunity is created and a follow-up activity is scheduled to ensure nothing falls through the cracks.

“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.

  • Say ‘Goodbye!’ to Inefficient Tasks

    Create an estimate, convert the estimate to an invoice, and accept payment through a payment gateway, all within Method. Plus, everything syncs to QuickBooks without re-entering any data.

  • Get Paid Faster with Client Portals

    With Method’s built-in portals, your clients can pay their invoices online without needing to contact you. As soon as the payment is approved, it syncs to QuickBooks in real time.

  • Extend Your Method Account As You Grow

    Customize your consulting CRM to support 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. Read their story.

Customizable CRM for QuickBooks

“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.

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  • 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 anywhere. With a mobile consulting CRM, you can view your client and QuickBooks data at the airport, a conference, a client’s office, or wherever else your work takes you.

Small Business Success Stories

GTM Landscaping
GTM Landscaping

Learn how an architecture firm streamlined their contract and estimate approval process.

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Guard Up!
Guard Up!

Learn how Guard Up! Inc, increased customer retention rates.

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HealthLinc Medical Equipment
HealthLinc Medical Equipment

Learn how HME increased company-wide efficiency by 30%.

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