Best QuickBooks CRM for distributors

Automate your end-to-end sales processes with Method CRM for warehousing and distribution companies.

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QuickBooks handles your books. 

Let Method handle the rest.

Eliminate manual processes

Tired of juggling spreadsheets and manual steps outside of QuickBooks?

Method can automate your sales processes from the first call to final payment. Less time wasted and less mistakes, win-win!

Custom to your business

Customers who’ve tried cookie cutter solutions come to us because we’ve built a user-friendly CRM platform that adapts to your customer needs, workflows, and sales strategies.

Work with our team to build a custom solution to optimize your operations and boost profitability.

Two-way QuickBooks sync

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

Access dashboards, automation tools, and a whole new set of features that let you do more than basic accounting, all supported by real-time data flowing back into QuickBooks.

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

4.7/5

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4.1/5

4.4/5

contact MANAGEMENT

Turn leads into paying customers in no time

Automate lead collection

Turn website visitors into leads by adding a custom lead form to your site, or add contacts to Method straight from Gmail or Outlook, so you can follow up faster.

Keep up with all your contacts in one place

Get a complete view of every lead, customer, and vendor in one place. Track every contact interaction, and set follow-up reminders so you never miss a beat.

Send email campaigns to drive more sales

Segment and automate messages with customizable templates sent directly from Method to save time and drive more sales, using metrics and analytics reports to track results.

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Sales MANAGEMENT

Automate your end-to-end sales processes

Track and manage every sales opportunity

View all order requests by status in one view, with custom deal stages. Assign tasks, set follow-up reminders, and keep your orders on track and your sales reps organized.

Speed up estimates and approvals

Build estimates in seconds with set product prices, get quick e-signature approvals, collect payment deposits, and turn them into sales orders with a click.

Automate routine tasks and order fulfillment processes

Easily turn sales orders into invoices and receipts, track inventory, dispatch delivery teams and collect payments, supported by a seamless integration with QuickBooks.

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CUSTOMER MANAGEMENT

Give customers control with self-serve portals

Provide 24/7 access to order details

Customers can log in to see their order history, status updates, and send re-order requests whenever they want, improving customer satisfaction. No more broken telephone.

Let customers quickly approve documents online

Customers can access their estimates, invoices, and more in one spot, with easy e-signatures for fast approvals that keep orders moving smoothly.

Get paid fast with instant invoices and online payments

Turn orders into invoices in one click. Email them to customers with a secure link to view and pay online, making transactions quick and easy.

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The #1 CRM solution for QuickBooks

Method is loved by businesses just like yours — and widely considered a best CRM for distribution business workflows.

18k+

Users trust us

2M+

Estimates created

14yrs

Helping businesses thrive

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All – in – one

The perfect CRM for distributors to run
their business all in one place

From creating estimates to fulfilling orders to processing payments,
Method can help you do it all

Contact & lead management

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

Email marketing

Send email campaigns or connect to Mailchimp directly.

Opportunities

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

Estimates

Send quick estimates with one click to close deals faster.

Invoicing

Instantly create and email invoices for quicker payments.

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.

Payments

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

Contact & lead management

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

Email marketing

Send email campaigns or connect to Mailchimp directly.

Opportunities

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

Estimates

Send quick estimates with one click to close deals faster.

Invoicing

Instantly create and email invoices for quicker payments.

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.

Payments

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

Don’t see what you’re looking for?
Talk to our team about building it for you!

Talk to our team

With Method CRM, we’ve entered a 21st-century approach to business. Automation, security, and flexibility have empowered us to deliver faster and more efficiently than ever.

Ilya Yunanov

VP of Sales and Marketing, Wearing Williams

FULLY CUSTOMIZABLE

Tailor Method to match your business processes

Work with our team to build a scalable CRM software solution customized to automate and streamline your existing processes to keep working the way you want to, just faster!

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

+ more

Select your base features

Choose the right CRM features for the problems you are trying to solve, like estimate creation or sales orders. Only pay for what you use!

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

With Method CRM, we’ve entered a 21st-century approach to business. Automation, security, and flexibility have empowered us to deliver faster and more efficiently than ever.

Ilya Yunanov

VP of Sales and Marketing, Wearing Williams

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.

Talk to our team

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 the distribution industry

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How to run an efficient warehouse: Top tips for 2025 and beyond

Get the tips and tricks to improve your warehouse efficiency. From inventory management to optimizing processes, this blog has you covered.
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3PL warehouse: Your ultimate guide 

Managing shipping and logistics is hard. Learn how partnering with a 3PL warehouse increases your efficiency and reduces costs.
A man in a dimly lit warehouse looking at inventory on a shelf.

Warehouse inventory control: Top 3 processes you need to automate

Is your warehouse inventory control getting out of hand? Check out this blog for the top 3 inventory processes you need to automate.

Warehousing and distribution CRM FAQs

Method is an excellent choice for wholesale distributors, offering an unbeatable QuickBooks integration and limitless customization to fit your specific business needs.

A WMS (warehouse management system) is not a CRM (customer relationship management). It’s a dedicated system that focuses only on managing warehouse operations. A CRM’s functionality, on the other hand, centers on organizing contacts, refining your sales pipeline, simplifying administrative workflows, and improving customer interactions.

Yes, a warehousing and distribution CRM lets you manage suppliers, including tracking interactions, payments, and vendor details.

Method CRM centralizes all your sales data and customer data in one place so you can track every quote, order, follow-up, and payment without jumping between tools. With built-in pipeline management, your sales team can see where every deal stands, who owns it, and what needs to happen next.

Most distributor CRMs include key features to manage and track order fulfillment processes, from order placement to shipment and delivery. This capability ensures transparency, reduces errors, and improves customer support.

Warehousing CRMs are typically mobile-friendly, and Method is no exception. Method offers a fully functional mobile app that gives teams instant access to customer data, order details, estimates, tasks, and updates wherever they are. Whether staff are on the warehouse floor or making deliveries, the mobile app keeps everyone aligned with real-time information and consistent pipeline management across locations.

Most CRM systems have advanced security features, including user role management, data encryption, and regular backups. These safeguards protect sensitive data, such as inventory and customer information, against unauthorized access and potential breaches.

Method is part of a flexible ecosystem that lets distributors extend their CRM with add-ons, including email marketing tools and payment processors. In addition to Method’s powerful QuickBooks integration, it offers native integrations with Gmail and Outlook, as well as connections to thousands of apps via Zapier.