Streamline your business from lead to repeat and anything in between.

  • Find and close more leads.

    Find and close more deals with a CRM for Manufacturers

    With a shared customer list your team can access leads from wherever they work, create and send out estimates quickly, and schedule follow-ups, so no opportunity slips through the cracks.

  • Service customers and get paid faster.

    Service customers and get paid faster with a CRM for Manufacturers.

    Manual processes are a huge hidden cost. With efficient end-to-end processes, your team will be able to get more important work done everyday.

  • Turn customers into repeat business.

    Turn customers into repeat business with a CRM for Manufacturers.

    A complete view of each customer’s history means that every customer will receive world-class service, no matter who picks up the phone.

This is an absolute game changer…

“It will eliminate admin work spent on fulfillment, and we can use those people in a more sales-focused way.”

Doug Nagle
Consolidated Product Services

Turn more leads into customers.

Never lose sleep again over lost business opportunities with a shared list of customers and leads.

Follow-up activity in a CRM for manufacturers.
  • Turn website visitors into leads with web-to-lead forms – Each web lead triggers a notification email to sales, an opportunity is created, and follow-up activities are scheduled, so nothing falls through the cracks.
  • Stay focused on the hottest deals – Track deals and prioritize which ones to focus on using opportunity stages. Each opportunity stage, from ‘Prospecting’ to ‘Proposal’, has an assigned probability percentage to show the potential revenue of deals at each stage.
  • A faster, more efficient sales process – Your sales team will no longer depend on accounting to create estimates in QuickBooks. With Method, sales reps can create and send out estimates and, like with leads, choose whether or not to sync them to QuickBooks.

More Powerful Than You Can Imagine…

“We are a small manufacturing business… tried EIGHT other CRM platforms… none came even close to the amount of information that Method:CRM provides.” – Seaside, OR, USA

Transform your manufacturing operations with end-to-end workflows.

Automated workflows allow you to service customers, send out invoices, and receive payment in less steps, involving fewer people.

End-to-end Workflows in a CRM for manufacturers
  • Eliminate redundancy by automating tasks – Say ‘good-bye!’ to double or triple data entry. Create and send out an estimate in Method, convert the estimate into an invoice or sales order in Method, and accept payment for the invoice. Plus, everything syncs to QuickBooks seamlessly without re-entering any data.
  • Get paid faster with Customer Portals – Customers can pay invoices online through your customer portal, and your sales staff 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 the CRM to accommodate your growth instead of adopting separate systems. Take the Consolidated Products Company – the large print house also now employs Method to track all their products, including inventory costs and logistics.
    Read their story.

The answer we were looking for…

“We are a small manufacturer of solar mounting hardware. Method:CRM is the answer we were looking for. It combines all the functions we need into one concise package that will allow us to grow our business.” – San Francisco, CA, USA

Turn customers into repeat business.

Beat the competition! Use Method to retain customers by cultivating lifelong customer relationships.

A CRM for manufacturers, fit for any device.
  • World-class service with a 360-degree view of each customer – Consolidated relationship and transactions data, gives everyone on your team a 360-degree view of each customer. View past orders, re-send invoices, or check the status of an estimate all from the customer’s profile.
  • Proactive account management – Scheduled activities in Method remove the unrealistic responsibility of remembering customer details and when to touch base after a sale. Regularly staying in contact with valued customers ensures they don’t stray to your competitors.
  • Customer data wherever work takes you – Add customer activities, update sales opportunities, and create estimates from wherever you work. Method’s mobile app allows you to bring your CRM and QuickBooks data on the road for wherever your customers need you.

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