Best professional services CRM for QuickBooks

Take your projects from proposal to payment with Method — the go-to services and consultant CRM.

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The all-in-one CRM and proposal
management solution for QuickBooks

Eliminate manual processes

Tired of juggling spreadsheets and manual steps outside of QuickBooks? Method organizes your workflows with built-in management tools, so everything stays on track.

Method can automate your sales processes from the first call to final payment to give sales teams from companies of all sizes (especially startups and small businesses) clearer steps to move deals forward.

Custom to your business

Customers who’ve tried cookie-cutter solutions come to us because we can make the software do what you want it to do. You get the functionality you need, without clutter or features you’ll never use.

Work with our team to build a custom solution that will actually work with your processes.

Two-way sync to QuickBooks

Connect Method to QuickBooks to expand capabilities without changing how you work.

Access a whole new set of features that let you do more than basic accounting, with all of that data instantly connecting back to QuickBooks. Fewer tools, cleaner data, and better profitability over time.

1,600+ 5-star reviews don’t happen by accident. Businesses just like yours love us.

4.7/5

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4.4/5

LEAD MANAGEMENT

Turn leads into paying clients in no time

Automate lead collection for easier follow-ups

Turn website visitors into leads by adding a custom lead form to your landing page that feeds directly into Method. Import contacts from tools like Gmail or Outlook, and use Zapier to trigger instant Slack notifications so your team can follow up fast.

Get more from your emails with marketing automation and targeted tools

Segment and automate messages with customizable email templates sent directly from Method to save time and drive more sales, with analytics reports and relevant metrics that improve decision making.

A complete view of your contacts and customer data

Get a complete view of every lead and customer in one place, from past interactions to project history to outstanding invoices, so you never miss a beat.

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Proposal MANAGEMENT

Optimize your proposal management process

Custom engagement letter templates

Create various high-quality engagement letter templates outlining terms and conditions for different project types, using custom fields to automatically insert client-specific information into proposals.

Create proposals in a few simple steps

Quickly make proposals by adding services, choosing an engagement letter, and sending them out in minutes. Spend less time on paperwork and start client management on the right foot.

Capture e-signatures for quick approvals

Send customers a user-friendly online portal branded with your logo and colors, featuring an intuitive user interface to easily view, access, and quickly approve proposals with a digital e-signature.

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billing management

Smoother billing and payment processes

Get paid faster with instant invoicing and online payments

Convert proposals or estimates into invoices, emailing them to clients with a secure link to quickly view and pay online, so you can get paid faster. Smoother payments boost client satisfaction and drive repeat business.

Set up automated recurring payments

Once a proposal is accepted, you can set up automated recurring invoices on a custom set schedule, so you never forget to send an invoice again. This streamlines your billing process and keeps cash flow consistent.

Choose from flexible payment options

Accept credit card payments or ACH transfers, connecting to one of Method’s payment integrations – Authorize.net, Stripe, PayPal, Shuttle, and more.

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The best CRM platform for QuickBooks

The consulting CRM loved by businesses just like yours

18k+

Users trust us

2M+

Estimates created

14yrs

Helping businesses thrive

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All – in – one

Everything you need to run your
business in one place.

From capturing leads to creating proposals to processing payments,
Method can help you do it all

Contact & lead management

Collect new leads, send them emails and estimates, and turn them into customers

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Opportunities

View all your sales opportunities in one place to never miss a deal.

Proposals

Automate the process of getting your customers to receive and accept engagement letters

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Payments

Give customers their own online payment portals, so you can get paid faster

E-signatures

Sign and approve documents online to cut out the back-and-forth.

Customer portals

Let customers approve estimates, access order details, and pay invoices.

Contact & lead management

Gather leads, email estimates, and convert them into customers.

Estimates

Send quick estimates with one click to close deals faster.

Opportunities

View all your sales opportunities in one place to never miss a deal.

Proposal

Sign and approve documents online to cut out the back-and-forth.

Invoicing

Instantly create and email invoices for quicker payments.

Payments

Create online payment portals for customers so you can get paid faster.

E-signatures

Create online payment portals for customers so you can get paid faster.

Customer portals

Create online payment portals for customers so you can get paid faster.

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Method is one of the best tools made specifically for QuickBooks users. If you’re already using QuickBooks, it’s a no-brainer to also use Method.

Kayla Prusinski

Savvy Bird Consulting
Founder, QuickBooks ProAdvisor

Customization

Tailor Method to match your business processes

Work with our team to build a customer relationship management setup that supports your exact way of working, just faster!

And don’t worry, Method can connect to your favorite apps too:

+ more

Select your base CRM features

Choose key features that tackle the issues you care about most, like proposal management or invoicing. With our transparent pricing, it’s easy to pick the plan that fits your business needs.

Free customization consultation

Meet with our team to start adapting the features to your workflows, from minor customizations to scoping larger projects.

Let us get you set up

When we tailor Method to your exact needs, you reduce the learning curve and start seeing value right away.

And don’t worry, Method can connect to your favorite apps too:

+ more

Method is one of the best tools made specifically for QuickBooks users. If you’re already using QuickBooks, it’s a no-brainer to also use Method.

Kayla Prusinski

Savvy Bird Consulting
Founder, QuickBooks ProAdvisor

Get Started

See what Method can do for your business

Let’s talk!

Talk to our sales experts to see how Method can work for your business and help you grow.

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Try Method for free!

Get started today with a free 14-day trial.

No commitment or credit card required.

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Additional resources

Trends and resources for professional services

Why Client Experience is a Key Differentiator for Consultants

What’s behind consumer loyalty? Learn how successful consultants use five key factors to deliver optimal client experiences.

Disruption in the Consulting Industry: Challenges and Changes in a Transforming Sector

The consulting industry is transforming, but understanding these changes will create greater opportunities for modern firms. Here’s what you need to know.

Benefits of CRM Software for Independent Consultants

As a consultant, you’re always juggling multiple clients and projects. Learn how a QuickBooks CRM can help you stay organized and work efficiently.

Professional services CRM system: FAQ

Consultants need a CRM that fits their workflows. A customizable CRM like Method adapts to your needs while providing features specifically designed for professional services companies.

Any strong CRM tool for IT and consulting needs security features like data encryption, user access controls, and two-factor authentication. They’re designed to keep client data safe and ensure compliance with privacy regulations, so you can focus on your clients with confidence.

The “best CRM” depends on a business’s size and needs. Examples like Microsoft Dynamics 365 and Zoho CRM work for operations tied to their respective ecosystems, while Salesforce is suited for enterprise‑scale operations, and HubSpot has a larger focus on email marketing.

For consultants and service firms that use QuickBooks and need proposals, billing, and workflows in one place, Method ties project and customer work together in a single platform with tools built around professional services delivery.

Challenges include getting team buy-in, customizing the CRM to fit your workflow, and migrating data. Method CRM’s dedicated customer support makes user adoption easier, so you’ll have a smooth transition and a CRM that works from day one.

A CRM consolidates client details, project tasks, and communication history. With customer and project management in one system, your team stays aligned and can spot new opportunities to grow client relationships.

An IT CRM helps you manage your sales cycle, giving you insight into each stage and keeping client interactions consistent. You can utilize your sales pipeline to monitor deals, track progress, and respond to high-value opportunities more efficiently. In turn, you’ll reduce manual data entry, prevent missed follow-ups, and reveal which outreach strategies perform best.

A consulting CRM captures leads from all sources, tracks their journey, and automates follow-ups. Built-in task management helps you assign and track follow-up actions so you can prioritize high-value leads and focus on converting them into clients.