Page 9 — Method

The fork in the road: What happens when QuickBooks alone isn’t enough?

As businesses add new locations, spin off divisions, or acquire other companies, their accounting needs become exponentially more complex. What worked fine with one QuickBooks file starts to break down when there are five, ten, or fifty.

At this point, most business owners find themselves at a crossroads.

Option 1: Keep the same system and muddle through.

Some try to keep things patched together with multiple QuickBooks files, spreadsheets, and manual processes. They build complex folder structures to track invoices. They export reports from each entity, then spend hours reconciling them in Excel. They rely on one person at HQ who “knows how it all fits together.”

But this approach doesn’t scale. Mistakes creep in. Reports don’t match. Sales and service teams can’t share data across locations. There’s no real-time insight into how the business is performing, only a backward-looking, manual snapshot.

Option 2: Go big and upgrade to an ERP.

Others consider moving to a full enterprise resource planning (ERP) system like NetSuite or Oracle. These systems offer deep functionality and consolidated reporting, but at a cost. Implementation can take months. Licensing fees run high. Customization is complex. And for many mid-sized businesses, ERPs feel like overkill: too rigid, too expensive, and too far removed from how they actually work.

Option 3: Try Intuit’s middle ground.

To address this scaling gap, Intuit has introduced some advanced tools for growing businesses.

To address the needs of growing businesses, Intuit introduced QuickBooks Advanced in 2018, designed for mid-sized companies that have outgrown the basic version. It offers enhanced features like custom reporting and workflow automation, however, it still treats each entity independently. Without a shared data layer or a seamless way to ensure consistency across different locations, many users opted to continue using QuickBooks Desktop, preferring its familiarity.

More recently, Intuit Enterprise Suite (IES) was launched as the latest product aimed at multi-entity businesses. IES is Intuit’s most comprehensive business platform to date. Designed for growing companies with increasing operational complexity, it brings together accounting, payroll, HR, cash flow, and even marketing in one connected environment.

Key features include multi-entity financial management, AI-powered forecasting and budgeting, dimensional chart of accounts, and customizable user permissions. Teams can consolidate financials across entities, automate revenue recognition and fixed asset accounting, and generate rich reports using up to 20 customizable dimensions.

For many companies outgrowing the standard QuickBooks, IES provides a powerful step forward—especially in streamlining back-office processes and giving leadership better financial visibility. But while it adds breadth, there are still limitations in depth, especially when it comes to managing customer relationships and operational workflows.

IES does not include a built-in CRM or advanced workflow engine. It’s not designed to standardize sales and service processes across entities, nor does it offer deep customization for things like quoting, dispatching, or lead management. For businesses that want connected operations across divisions, or a full view of the customer journey, IES solves the accounting side, but often leaves a gap operationally.

The challenge of scaling multiple entities goes beyond accounting

Let’s say a business owner successfully implements a system like IES and starts getting consolidated financial reports. They quickly run into the next problem: the rest of the business is still disconnected.

The sales team is working from one CRM, the service team from another. Each franchise or division has its own way of quoting, invoicing, and managing follow-ups. Customer records are scattered.

IES solves part of the growth problem, but key pain points remain unsolved:

Sales teams still work in separate CRMs
Franchises or divisions follow different workflows
Customer records don’t carry across locations
Pricing, quoting, and service processes vary from one entity to the next

Financial data is only half the story. The other half is CRM + operations.

Your CRM is where customer relationships actually live. It tracks every quote, service request, phone call, and follow-up across sales and service. Without a shared CRM across entities, teams operate in silos. No one sees the full customer journey. Data gets duplicated, missed, or lost. And the result is confusion for both your team and your customers.

To scale successfully, businesses need more than consolidated numbers. They need connected workflows. Shared customer data. Aligned sales and service teams. Standardized processes—across every entity, division, or location.

Imagine this: one division sells the product, another services it. But they each use their own systems, with no shared view of the customer. So the service team walks in blind, and the customer experience suffers. Internally, your teams are stuck piecing together fragmented data, duplicating effort, and making decisions with half the story.

That’s where connecting your accounting system with your CRM and workflows changes the game.

Method CRM lets you run your business, your way.

The connector between financials and operations: Method

Method helps businesses stay with QuickBooks while gaining the operational structure they need to scale. It connects your financials with your front-line processes, so you can unify customer data, standardize workflows, and bring every entity under one roof.

Rather than replacing QuickBooks, Method extends it, filling the operational gaps that accounting software alone can’t:

With deep, bidirectional integration with QuickBooks, financial data stays in sync across invoices, payments, and estimates—no double entry required. Method works with QuickBooks Desktop, Online, and IES.
For multi-entity businesses, Method provides consolidated visibility at the head office level while allowing individual franchises, locations, or divisions to maintain autonomy and flexibility.
Method’s customization capabilities make it easy to standardize where it counts, like reporting, quoting, or payment processing, while still adapting to the specific needs of each location or team.

As we discussed earlier, most growing businesses feel forced to choose between cost, complexity, and control. But Method unlocks a new option: keep the tools you already trust, and layer in operational visibility, CRM functionality, and scalable workflows:

Thousands of QuickBooks-based businesses use Method to align their financials and operations, reduce manual work, and create more consistent customer experiences as they grow. It’s the most practical way to extend what’s already working—without overhauling your entire tech stack.

How Mobility City unified 50+ franchises and scaled with confidence

Mobility City is a national franchise that sells, rents, and repairs mobility equipment through over 50 locally owned locations. On the surface, it looked like a thriving business. But behind the scenes, its rapid growth was exposing serious cracks.

Each franchise operated like its own small business. Some ran on QuickBooks, others still relied on paper. There were no shared processes, no unified data, and no way for headquarters to answer even basic questions like: What’s selling best across the system? Item names varied, reporting was fragmented, and buying power was nonexistent because purchasing data was scattered. As VP of Franchise Operations Craig Kreakie put it, “We needed one system to bring it all together.”

That’s where Method came in.

Mobility City partnered with Method to build a customized multi-entity CRM that integrated with QuickBooks and standardized operations—without sacrificing the flexibility of the franchise model. Working closely with Method’s team, Craig and his team mapped every process, including sales, service, rentals, and repairs. Then, together, Method and the Mobility City team designed workflows that every franchise could follow. The result was a unified system that worked across 50+ locations.

The transformation was remarkable:

95% franchise adoption in under a year: Mobility City rolled out Method across nearly all locations, turning scattered operations into a cohesive, scalable system.
System-wide visibility and benchmarking: HQ can now monitor sales, service, and compliance in real time, comparing performance across franchises and regions.
Operational consistency: Technicians from Texas to New York follow the same digital work orders, ensuring a consistent customer experience and faster billing.
Centralized data for supplier leverage: With full visibility into purchasing, Mobility City negotiates better supplier pricing—operating like a national brand, not 50 small shops.
Streamlined onboarding: Standardized workflows and built-in training have shortened ramp-up time for new hires and new franchisees.

Craig summed it up best: “Technology alone doesn’t fix bad processes. You have to fix the process, then use the tech. Method gave us both.”

Mobility City’s story shows what’s possible when businesses move beyond fragmented systems. By connecting financials with operations, they didn’t just clean up their books—they built a foundation for scalable, sustainable growth.

The new standard for scaling multi-entity businesses

Managing multiple entities doesn’t have to mean juggling disconnected tools, duplicating work, or drowning in manual reporting.

More and more growing businesses are adopting a smarter approach: keep QuickBooks for accounting, and layer on systems that connect customer data, standardize operations, and bring the business together.

It’s a shift from thinking in silos—location by location, division by division—to running the business as a whole. The companies that scale successfully are the ones that don’t just consolidate their books. They consolidate their operations, their workflows, and their customer experience.

That doesn’t require a full ERP. It doesn’t mean you have to reinvent the entire way you do business. You just have to choose tools that work together, support the way your business is structured, and give your teams the visibility they need, without the complexity they don’t.

With the right platforms and tools, growth becomes less reactive and more intentional. You can scale with systems that support the pace of your business, not slow it down.

Method CRM lets you run your business, your way.

CRM best practices for small businesses (2026 guide) Read More »

Bottom line: Growth is complicated, but your systems don’t have to be.

If you’re running a multi-entity business, the complexity is real, but it doesn’t have to be inevitable. With the right approach, you can keep using the tools you trust, connect the pieces that matter, and bring every part of your business into focus.

Whether you’re managing five locations or fifty, you deserve systems that work with you, not against you. If you’re ready to simplify your multi-entity operations, try Method today.

CRM best practices for small businesses (2026 guide)

CRM, Small Business / By Matas Pranckevicius

The essential CRM best practice guide for small businesses. Learn how to set up your CRM, integrate it with QuickBooks, train your team, and customize it to fit your processes.

Let’s be honest. There are lots of “CRM best practices” and implementation guides out there on the internet, and most just rehash the same standard set of tips.

We’re going to try to make this one a bit different by zeroing in on best practices and implementation techniques for small businesses using QuickBooks as part of their core operations. These insights are backed by Method’s deep expertise and long history providing CRM software to small businesses around the world.

What we’ll cover:

What are “CRM best practices”?
8 CRM best practices for small businesses that run on QuickBooks
Put these CRM best practices into action

What are“CRM best practices”?

Getting a customer relationship management (CRM) system is only half the battle. The other half is making sure it actually works for your business needs. That’s where these CRM best practices come in.

Think of CRM best practices as your game plan. They’re the steps that help turn your new CRM system into an invaluable business tool that helps you close deals, serve customers faster, and keep your team on the same page.

We’re talking about fundamentals like:

Setting clear goals,
Centralizing your customer data,
Automating repetitive tasks,
And (this one’s big) getting your team to actually use the system.

If you’re still juggling spreadsheets and QuickBooks to track customers and sales, you’re not alone—40% of sales reps still rely on Excel to store and track customer data. But that fragmented data can lead to human error, double data entry, and lost revenue. According to QuickBooks, this “spreadsheet chaos” is one of the biggest reasons growing businesses make the leap to CRM.

A CRM platform can provide significant ROI and improve customer retention and satisfaction. But here’s the kicker—many CRM projects flop without a solid plan.

CRM best practices are your insurance policy. They help you avoid costly missteps and actually see the ROI you were promised. And if you’re using Method CRM, you’re already a step ahead in helping your business reach its full potential. That’s because we built it to match the way you already work, especially if that work starts in QuickBooks.

Online payments, automated leads, and customer management?

8 CRM best practices for small businesses that run on Quickbooks

Now that we’ve unpacked what CRM best practices actually mean, let’s dive into specific examples and how to implement them. Below are eight practical and proven best practices—designed specifically for small businesses using QuickBooks—that’ll help you get real value out of your CRM.

1. Set clear goals and requirements for your CRM

Before you jump into software selection, take a step back. What exactly do you want your CRM to do? What are your business needs? If you don’t answer that question first, your CRM will likely become an expensive to-do list that no one uses.

A lot of CRM projects fail—and that failure is usually avoidable with proper goal planning. That’s a lot of wasted time and budget.

To avoid CRM failure, start with the basics. What problems are you trying to solve?

Maybe your sales team is dropping leads, or maybe you’re duplicating work between QuickBooks and spreadsheets. From there, define what success looks like. That could be reducing manual data entry by 50%, sending quotes twice as fast, or increasing repeat business.

This step doesn’t have to be complicated—you just need to be specific about what you’re trying to achieve. The best CRM solutions can help during this stage. Method, for example, offers comprehensive deployment and configuration services, alongside ongoing customer support to help you set and meet your CRM goals.

When you have a goalpost, you’re no longer hoping a CRM works. You’re making sure it does.

Need help deciding on a CRM? Read our guide comparing Method CRM vs. Salesforce.

2. Pick the right CRM system

Some CRMs look impressive on paper but fall short once your team members start using them. Often, this comes down to a mismatch between your specific needs and who the CRM was built for. Small businesses likely don’t need enterprise-level features like complex revenue forecasting, ERP integrations, or custom APIs. When a system is overloaded with features you won’t use, it becomes cumbersome, adding confusion instead of clarity.

For teams currently relying on QuickBooks and spreadsheets, the priorities are entirely different. You need straightforward tools that simplify your business processes—like contact information tracking and segmentation, web-to-lead capture, and two-way QuickBooks sync to eliminate duplicate data entry.

If your CRM doesn’t fit how you already work—or includes a surplus of unnecessary and complex features—it creates friction. You’ll likely end up spending hours training staff, troubleshooting integrations, and wrestling with a system that was never designed for your business.

The right CRM should feel intuitive and connect naturally with the tools you already rely on. For many small businesses, that makes two-way QuickBooks integration essential—which is exactly why Method puts it at the heart of its platform.

Stand out features as a small business to look for include:

Real-time, two-way QuickBooks sync, accessible via a customer portal, so customer info, invoices, and payments stay in sync automatically.
User-friendly interface. Your team should be able to learn it fast, without needing a manual.
Customizable fields and screens. Tailor it to match how your business already works.
Built-in automation to handle repetitive tasks like follow-ups, invoice creation, or sales and marketing automation.
Customer information and sales tracking. Keep tabs on every lead, quote, and deal in one place.
Quick setup and onboarding help. Not just software, but a team to walk you through it.
Mobile access so field teams or on-the-go staff can update info from anywhere.
Role-based permissions. Make sure employees only see what they need to.
Contact and activity history. See every interaction tied to a customer experience, all in one place.

The takeaway? Pick a CRM tool with features and capabilities that align with your business, and one that your team will actually enjoy using, not dread logging into.

3. Make a CRM implementation plan and phase the rollout

Too many CRM projects fail to achieve their original goals because they try to do everything all at once. One day, your team is using spreadsheets. Next, they’re expected to master a whole new system. That’s a recipe for confusion.

Here’s a better way. Break the rollout into phases. Start small. Get one team or feature up and running—like contact management or your sales pipeline—before adding more.

This phased approach works. Tackle one piece at a time to reduce risk and gather feedback. CRM failures happen when companies rush or skip steps. Give yourself a three to six month window and plan each step intentionally.

With Method CRM, you don’t have to figure this out alone. Our professional services team can work with you to map the rollout, and will offer ongoing support if needed.

Sample CRM rollout schedule:

Month 1: Prep and Planning
• Set CRM goals and requirements
• Clean and consolidate customer data
• Set up your CRM databaseIdentify an internal “CRM champion” and pilot users

Month 2: Data integration and training
• Import contacts and sync with QuickBooks
• Train pilot team on lead tracking and activity logging
• Set up custom fields, screens, and dashboards
• Configure your CRM analytics

Month 3: Initial launch and testing
• Launch sales process and pipeline tracking and basic reports
• Introduce automated follow-ups and reminders
• Hold team Q&A and gather early feedback

Month 4–5: Full-scale rollout and refinement
• Roll out invoicing, estimates, and payment tracking
• Expand access to rest of team with role-based permissions
• Refine workflows and add automation

Month 6: Performance review and optimization
• Analyze usage data and performance
• Adjust CRM features or training as neededCelebrate wins and document best practices

Online payments, automated leads, and customer management?

4. Clean up your data and centralize it

You can’t expect a CRM to work if you feed it bad data. Scattered contact lists, outdated info, and five different versions of the same customer? That’s a mess that will only get worse in the long run.

Before you go live, it’s worth taking time to clean house.

Ask yourself:

Where does your customer data live right now? Spreadsheets, inboxes, sticky notes?
Are there duplicates?
Are there conflicting entries?
Do you have outdated records?

Cleaning up your data upfront creates one master list your whole team can trust. When everyone’s looking at the same contact record—with the right phone number, address, and purchase history—things run smoother. This kind of centralization eliminates the “spreadsheet chaos” that causes costly mistakes and wasted time.

In fact, companies that improve their CRM data quality also see a boost in customer retention—not to mention significant productivity gains. All it takes is tidying up those old rows before you hit “import”.

Keep reading: Learn how to import transactions into QuickBooks from Excel.

5. Automate routine tasks to save time

Nobody starts a business to spend their day sending follow-up emails or logging every sales call manually. But for a lot of small teams, that’s exactly what eats up hours each week.

A good CRM should take that grunt work off your plate. Think functionality like: automatic email reminders, instant task creation when a lead goes cold, or invoices that build themselves the moment a deal closes. This can even extend to automations for email marketing campaigns and account-based outreach programs.

With Method CRM, this kind of automation is built in. You can trigger actions based on customer interactions, customer behavior, deal stage, or even time passed.

For example: If a quote is accepted, Method can automatically email a thank-you message and create an invoice in QuickBooks. Or, if a job moves from pending to approved, it can assign a task to your ops manager to review next steps.

Automation saves reps hours every week—time they can use on customers instead. Method’s team will even help you set up those workflows, so they work exactly how your business runs.

You don’t need fancy tech skills to get this going. Just ask yourself: “What are we doing on repeat that we can automate?” Then, let Method handle the reminders while you focus on what matters most.

6. Appoint a CRM champion to drive adoption

If your team is defaulting to old habits—like spreadsheets, sticky notes, or forgotten follow-ups—there’s one proven way to turn things around: designate a CRM champion inside your business.

A great CRM champion is someone who’s confident using the system and enthusiastic about its value. They’re someone your team can turn to for quick tips, troubleshooting help, and encouragement when learning a new workflow.

Here’s what a CRM champion can do for you:

Onboard new users with practical, real-world guidance.
Answer everyday questions about how to log a lead, send an estimate, or schedule a follow-up.
Lead by example. Champions use CRMs themselves, and show how it saves time and reduces admin work.
Spot adoption blockers early, and work with your team to address them before they become habits.

How do you choose the right person? Look for someone who’s comfortable with the platform, respected by peers, and has a good handle on your sales or customer process. This could be a manager, admin lead, or even a power user who just “gets it.”

Of course, even your champion needs a support system. That’s where Method CRM comes in. Our onboarding process includes guided setup with real humans—often over video calls—to walk your team through the parts of the CRM that matter most. And long after go-live, our customer success team is just a message away if you need us.

Finally, don’t treat adoption as a one-and-done event. Keep momentum going with quick Q&A sessions, cheat sheets, and lunch-and-learns to progressively upskill your entire team. When your team sees the CRM as a tool that works for them—not something imposed on them—they’re far more likely to use it. And that all starts with having a champion to lead the way.

7. Track performance to continuously improve

Getting your CRM set up is just the beginning. To see a real return on investment, you need to regularly evaluate how it’s performing—not just as a tool, but as a driver of business outcomes.

Start with the big questions:

What’s working?
What’s not?
Are your goals being met?

To answer those, you need clear metrics tied to your CRM strategy. If your goal was to improve lead follow-up, reduce billing errors, or shorten your sales cycle, your CRM should help you measure progress against those targets.

But don’t stop at outcomes. Track how your team is actually using the system:

Are reps consistently logging calls and notes?
Are customer profiles complete and up-to-date?
Are deals moving smoothly through your pipeline?
Is there a measurable impact on lead conversion or customer retention?

This is where ROI starts to become clearer. To assess your return, compare your CRM pricing and associated costs—licensing, onboarding, staff training—against the financial gains it’s helping unlock.

That could include:

More closed deals due to faster, more consistent follow-up
Time saved by eliminating manual tasks
Fewer errors thanks to automated data syncing with QuickBooks or Xero
Higher customer satisfaction and repeat business
Positive impact to revenue and profitability after CRM implementation

To make this real, set benchmarks and track against them. For example, if your team was closing 1 in 10 new leads before you implement CRM, can you get that to 1 in 7? If it used to take five days to send a quote, can you cut that down to one?

Working through these calculations help make the impact of your CRM clear, which in turn helps with adoption and confidence in the system—something that’s an ongoing problem across many businesses.

In fact, CRM adoption is fairly high across industries at about 64% but overall satisfaction with these platforms is still low overall—largely due to a lack of clarity around their impact and, as a consequence, low internal usage. This highlights the need to continuously track sentiment and outcomes related to your CRM to ensure that the tool is actually driving results.

Think of it like checking your mirrors while driving. A quick look tells you if it’s time to speed up, slow down, or change lanes. The better your visibility, the smoother the ride.

Online payments, automated leads, and customer management?

Put these CRM best practices into action

A CRM only delivers value when it’s planned, personalized, and actually used. Start small. Set clear goals, clean your data, and pick a system that fits how you already work.

Roll it out in phases, train your team with real-world tasks, and use automation to lighten the load. Then check your progress, refine, and repeat. With the right habits in place, your CRM becomes more than just software—it becomes the engine that drives your business forward.

And with Method, you’ve got a partner to help you do it right from day one. Discover how Method CRM can help you consolidate data management, streamline workflows, and get real-time insights into every aspect of your business. Learn more here.

MRPeasy vs Method CRM Comparison

MRPeasy vs Method CRM Comparison Read More »

Compare MRPeasy vs Method CRM to see which fits your business best. Get a breakdown of pricing, features, and who they’re best suited for.

You’re running a business—you need tech you can rely on. If you’re still connecting to outdated software that’s draining time and resources, it’s likely time to make a change. Choosing the right management software can give your business the boost it needs.

If you’re comparing MRPeasy vs Method CRM, the question shouldn’t be “Which is better?” but rather, “Which works best for my business?” Both are strong tools, but they solve different problems.

Let’s unpack what each one does and where they stand out, so you can start improving your business processes right away.

What is MRPeasy?

If you’re looking for cloud-based material requirements planning (MRP) software built with small manufacturers in mind, MRPeasy is for you. This software is focused on providing real help with production planning, inventory management, and order management. It’s an ERP system without the inflated features (and price) that enterprise software often has.

MRPeasy gives you the tools needed to manage and support the manufacturing process, including the bill of materials, routing, procurement, purchase orders, shop floor scheduling, and traceability, all done from one place.

If you’re a growing manufacturing business, MRPeasy gives you the automation, visibility, and control to optimize every part of your operation. Bonus: it also integrates with QuickBooks, Xero, Shopify, and more.

What is Method CRM?

Method is a cloud-based customer relationship management (CRM) software that integrates perfectly with QuickBooks. It’s best known for its two-way real-time sync capability with QuickBooks Online and Desktop, allowing businesses to keep customer info, invoicing, and payment records perfectly aligned.

What makes Method CRM stand out? It’s built for companies with repeatable workflows that can benefit from automation, like service calls, estimate approvals, or quote follow-ups. You can access these features through a clean dashboard that fits your actual business needs and isn’t based on someone else’s template.

If your business handles custom orders, field installs, or multiple approval steps (like many manufacturers and service providers do), Method gives you one place to manage it all. You build the workflow once, and it runs every time.

It’s user-friendly, API-ready, and ties in easily with tools like Gmail, Mailchimp, Zapier (connecting you to thousands of apps), and more.

Wish you could get more from QuickBooks? Method makes it possible.

See for yourself

Feature showdown: MRPeasy vs Method CRM

Here’s a quick side-by-side look at the features that matter most.

Feature	MRPeasy	Method CRM
Best for	Small manufacturers needing a cloud-based ERP system	QuickBooks-based service businesses needing a CRM for customizable workflows and real-time sync
QuickBooks integration	Syncs with QuickBooks Online; supports basic financial and inventory tracking	Deep two-way real-time sync with QuickBooks Online and Desktop across invoices, payments, and contacts
Customization	Field adjustments and limited screen edits; deeper changes may require API or dev help	Fully customizable; drag-and-drop editors, screen builders, and workflow logic
Contact management	Basic CRM functions tied to customers and vendors, mainly used for order and delivery tracking	Full contact management with tags, activity tracking, follow-ups, and portal access
Invoice handling	Auto-generates invoices from orders and production; syncs to accounting software	Build and send invoices directly from the CRM, auto-syncs to QuickBooks; includes reminders and schedules
Automation	Automation for production scheduling, purchase orders, stock reordering, and material requirements planning	No-code workflow automation for sales and customer tasks, such as automatic follow-ups, payment reminders, and deal task creation.
Dashboard and reporting	Real-time dashboard showing stock levels, production scheduling, and order flow	Custom dashboards showing sales, customer status, invoicing, and real-time data
Customer support	Email and knowledge base only; no phone support or onboarding guidance	Live chat, phone, email, and onboarding included; access to a searchable knowledge base
Pricing	Starts at $49/user/month for the Starter plan; higher tiers ($69, $99, and $149) unlock advanced features	Starts at $27/user/month with plans scaling to $45 (Pro) and $73 (Enterprise) based on features and access

Feature breakdown

Pricing

MRPeasy starts at $49/user/month. At this price, you get the basics like production management, inventory tracking, and Gantt charts. But expect add-ons (like barcode scanning or advanced permissions) to bump that price up.

Meanwhile, Method CRM kicks off at $27/user/month, with Pro and Enterprise tiers adding features like advanced automation and full access controls. The main focus is CRM, real-time sync, and workflows.

MRPeasy’s pricing can quickly escalate depending on modules and add-ons, whereas Method’s pricing is more linear and transparent.

QuickBooks integration

MRPeasy syncs with QuickBooks Online. It handles inventory transactions and journal entries for Cost of Goods Sold (COGS), WIP, and other accounting details, either automatically or with a quick manual push. It doesn’t support QuickBooks Desktop, and it won’t auto-sync contacts or payments the way Method CRM does out of the box.

Method CRM offers two-way real-time sync with QuickBooks Desktop and Online. It updates invoices, sales orders, payments, and even custom fields automatically and instantly. For manufacturing companies, this level of integration eliminates duplicate data entry, minimizes costly errors, and keeps the handoff from sales to production smooth. This way, orders move forward without delays or confusion.

If your CRM and accounting need to talk nonstop, Method CRM nails it. MRPeasy is fine for financial visibility, but Method handles full customer relationship data in sync.

Workflow automation

MRPeasy is an all-in-one tool for behind-the-scenes operations. Reorder points, lead times, job scheduling, and material requirements planning are all built in here. However, it might be light on anything sales or service-related.

Method CRM focuses on the front end: task automation, reminders, drip emails, and lead follow-ups. You can use native tools or connect to Zapier, Mailchimp, or Gmail.

MRPeasy streamlines manufacturing workflows. Method CRM runs your sales and service operations without babysitting. It ultimately depends on where you need the automation muscle.

Ease of use and onboarding

You’ll see that MRPeasy comes with a bit of a learning curve, especially if you’re new to manufacturing ERP systems. The UI is practical, but it’s built for process-minded folks who don’t mind digging in.

Method CRM is intuitive and its onboarding services allow business owners to get their software up and running quickly. It has a clean user interface, drag-and-drop tools, and a support team that walks you through setup.

Method is easier out of the box. MRPeasy is powerful, but it makes you work for it.

Contact management and customer experience

MRPeasy mainly tracks vendors, customers, and shipments. It’s focused on getting products out the door, and not nurturing leads or managing service requests. You’ll get basic contact logs and shipping info.

Method CRM gives you a full contact management system. You can actually manage the full customer relationship, and not just transactions. Every interaction, from lead capture to reorder requests, is managed seamlessly. You can segment contacts, set follow-ups, automate outreach, and give customers self-service portals to check status or submit approvals.

For businesses that run on speed and shipments, MRPeasy gets the job done. If your growth depends on building strong customer interactions with smart lead capture and a more polished experience from start to finish, Method CRM steps up.

Invoice and billing

MRPeasy auto-generates invoices straight from production or shipping tasks, then syncs them to QuickBooks or Xero. It’s efficient and keeps data entry low. That said, invoice customization is limited.

Method CRM lets you build custom invoices, trigger payment reminders and sync billing in real time.

If you want tight billing linked to ops, MRPeasy handles it. If you need more control over invoicing and follow-ups, Method CRM gives you room to work.

Inventory, project, and e-commerce

MRPeasy is made for this. You get full inventory management, barcode scanning, serial number tracking, supply chain visibility, and production scheduling — right from the starter plan.

Method CRM is more service-focused. You can connect it to e-commerce tools like Shopify using Zapier, so it works well for companies that sell online or over the phone and need to track orders, payments, and reorders (note that it doesn’t track raw materials or handle shop floor operations).

If you make, track, or ship physical goods, MRPeasy is your go-to. Choose Method if you’re a business that prioritizes customer relationships more.

Reporting and dashboards

MRPeasy gives you views of stock levels, production schedules, and sales orders. It also includes detailed reporting on metrics like job costs, on-time delivery, and workload.

Method CRM focuses on allowing you to customize dashboards for pipeline activity, follow-ups, customer status, and billing performance. It’s all tied back to QuickBooks.

MRPeasy reports on the shop floor. Method reports on the customer pipeline. Choose based on where your bottlenecks are.

API and integrations

MRPeasy integrates with Shopify, QuickBooks, and others, but most advanced workflows will need setup help or a developer.

Method CRM plugs into Zapier, Outlook, Gmail, Mailchimp, and more, with an API that’s easy to work with. No dev required to make it functional.

Here, Method wins for flexibility and ease. MRPeasy is powerful but needs some more technical lift.

Wish you could get more from QuickBooks? Method makes it possible.

See for yourself

Who should choose MRPeasy?

For manufacturers who want clarity on every part, every process, and every delivery, MRPeasy helps you keep your operations on track.

Choose MRPeasy if:

You run a manufacturing business and your day revolves around production management, material planning, and getting things out on time.
You have distributors or fulfillment partners and want visibility across your supply chain.

You’re tired of spreadsheets and want real tools for supply chain visibility, reorder points, and forecasting.
You don’t mind a bit of a learning curve if it means a smoother shop floor and fewer shipping errors later.

Who should choose Method CRM?

Method is made for business owners who want control over customer touchpoints without wrestling a bloated ERP. It’s great if you’re more about clients and cash flow than part numbers and purchase orders.

Choose Method CRM if:

You run a service, retail, or manufacturing business that lives in QuickBooks and needs your CRM to match how you actually work.

You’re dealing with estimates, approvals, and invoicing, and you need everything in sync with accounting automatically.
You need workflow customization and marketing automation.
You want to integrate your CRM and marketing with a wide variety of tools, such as Mailchimp, Zapier, or Gmail.

FAQs

What does MRP software stand for?

MRP stands for Material Requirements Planning. This is a type of manufacturing software that helps businesses plan, schedule, and manage inventory, production, and purchasing. It’s different from a CRM, which focuses on managing customer relationships.

How do I get help setting up MRPeasy?

MRPeasy has an online knowledge base, email support, and a chatbot to answer quick questions. If you want more hands-on help, they also work with certified consultants who offer paid setup and onboarding services. There’s no phone support, though, so you’ll need to be comfortable troubleshooting through docs or email.

Do I have to use QuickBooks to run Method CRM?

Yes, Method CRM is built specifically for QuickBooks Online and Desktop users. It’s not a plug-and-play for any accounting tool as it’s fully tailored to sync with QuickBooks in real time, from invoicing to contact management to sales orders.

Which one is better for small businesses?

That depends on what kind of business you run. If you’re a manufacturer, MRPeasy gives you full production scheduling, detailed reporting, and inventory tracking. But if you prioritize visibility and streamlined workflows over full-scale MRP tools, Method CRM makes life easier, with a clean user interface and extensive customer relationship tools.

MRPeasy vs Method CRM: Which One’s Right for You?

Both MRPeasy and Method CRM bring serious value to businesses — just in different ways. Whether you’re managing inventory or managing relationships, they give you structure where spreadsheets fall short.

MRPeasy is a solid choice for teams juggling supply chain logistics, serial number tracking, and quality control. You get detailed production tools from the start.

Method CRM, on the other hand, is built for businesses that want to make their operations less chaotic. It’s ideal for managing sales orders, contact management, and email follow-ups, with full QuickBooks integration that keeps accounting clean.

Why not give your team tools that actually support your workflow? Try Method CRM for free today and see how simple scaling your business can be with the right software.

Houzz Pro vs Method CRM Comparison

Houzz Pro vs Method CRM Comparison Read More »

Houzz Pro vs Method CRM

As a business owner with a hectic schedule, the last thing you need is your software slowing you down. If your current customer relationship management (CRM) software requires ten clicks and multiple tabs just to send a single invoice, then it may be time for an upgrade.

Today, we’re comparing two CRMs that could change the way you handle customer data: Houzz Pro vs Method CRM. Both can work well for contractors and designers, but their strengths align with specific priorities. One is for specialized construction project management, while the other is for QuickBooks power users who need full CRM functionality.

Choosing the right fit is a matter of knowing which will work better for your business needs.

What is Houzz Pro?

Houzz Pro is a platform for pros in construction, remodelling, and interior design. It’s designed to manage the whole client journey in one place. It brings a visual-first approach to project management where you can create branded templates for estimates and invoices, manage subcontractors, and give homeowners a sleek portal to check for progress and approve decisions.

If you’re in the construction industry and need an all-in-one solution, Houzz Pro is built for that.

What is Method CRM?

Method CRM is designed for small and mid-sized businesses that run on QuickBooks and want more functionality in one integration. It gives you a much smarter way to manage contacts, deals, and day-to-day tasks without juggling spreadsheets or switching between disconnected tools.

With Method, you get a clean, user-friendly interface. The platform stands out for its two-way real-time QuickBooks sync and powerful features for lead management, invoicing, and follow-ups. It’s especially useful for contractors, field teams, and anyone handling complex service delivery or job scheduling.

Want to tweak a workflow or build a new one? You can modify nearly anything on the platform without touching code. Tools like the Field Crew mobile app help your crew members stay updated on jobs, schedules, and tasks while they’re out in the field.

For those who focus on business management involving client relationships and service delivery, Method gives you full control over your sales pipeline.

Tackle customer management, time tracking, work orders, and more!

Method handles it all

Side-by-Side: Houzz Pro vs Method CRM

Here’s how Houzz Pro and Method CRM stack up across key features.

Feature	Houzz Pro	Method CRM
Best for	Builders, remodelers, and interior designers for construction project management	Small and mid-sized service businesses, including those with field crews, that use QuickBooks and need customizable workflows
QuickBooks integration	Integrates with QuickBooks Online for basic invoice syncing and payments	Two-way sync (Online + Desktop) with real-time updates
Customization	Limited: You can adjust invoice and proposal templates, but workflows are not fully customizable	Fully customizable: Edit fields, screens, and workflows without code
Contact management	Tracks clients, vendors, and subcontractors with basic notes, logs, and a client portal	Full CRM functionality: Segment contacts, automate follow-ups, and link records to QuickBooks.
Invoice handling	Create branded estimates and invoices with client e-signatures; accept credit card and ACH payments	Auto-generate invoices from activities and sync them to QuickBooks, email invoices directly to customers for faster payments
Lead management	Captures leads from Houzz, forms, or files; includes lead-to-project conversion tools	Custom lead stages, filters, tags, and automated follow-up actions
Marketing automation	Basic email campaigns with templates, contact syncing, and tracking	Automate emails and tasks through Mailchimp, Gmail, and Zapier integrations
Dashboard and reporting	Visual dashboards for budgets, timelines, and client activity	Custom dashboards with real-time sales, financials, and customer metrics
Customer support	Email and chat support, plus a help center with construction-focused guides	Live chat, phone, email, and onboarding support; includes searchable knowledge base
Pricing	Starts at $65/month (1 user); additional users $60 each	Starts at $27/user/month, Pro at $45, Enterprise at $73

A closer look at the features

Pricing

Houzz Pro has a tiered pricing model: the Starter plan ranges from $65–85/month for a single user and includes lead capture, basic project tools, and online payments for credit cards.

The Essential plan for designers costs around $149/month and adds marketing and client dashboard features. The Pro plan (around $249/month) brings in the heavy-duty tools like daily logs, takeoffs, change orders, and advanced reporting.

Method CRM offers transparent per-user pricing of $27/user/month for Contact Management, $45 for Pro, and $73 for Enterprise (Pro and Enterprise require a 3-user minimum). The platform is designed for deep CRM functionality, two-way QuickBooks sync (Online and Desktop), and customizable workflow automation via a no-code interface.

QuickBooks integration

Houzz Pro uses one-way sync with QuickBooks Online, pushing estimates, invoices, purchase orders, and payments every five minutes. It shows the sync status visually and helps eliminate double entries.

Method CRM offers a fully featured, real-time two-way sync that updates invoices, estimates, and customers, including custom fields, immediately from both directions. No lag, no plugins.

Method wins if you want full integration that keeps CRM and accounting in perfect sync. Houzz Pro’s setup works fine if you just want your billing in QuickBooks without manual entry.

Workflow automation

Houzz Pro simplifies standard processes with built-in flows for proposals, change orders, payment reminders, and lead-to-project conversions.

Meanwhile, Method CRM delivers highly customizable automation, letting you launch custom workflows, trigger emails, assign tasks, or roll out multi-step lead management flows.

Houzz Pro suits businesses that are happy with standard workflows. Method is for teams that want to tailor processes and automate every step of the sales pipeline.

Ease of use and onboarding

Both Houzz Pro and Method CRM are available on iOS and Android, so you can manage your business from any mobile device.

Houzz Pro is intuitive for contractors and designers to log updates, site photos, or client notes on the go. It’s designed for speed with a quick setup, and support includes email, live chat, and a help center packed with construction-focused guides.

Method CRM is built for non-technical teams that still want control with its intuitive dashboard, drag-and-drop customization, and guided onboarding. The mobile app lets you manage contacts, deals, and follow-ups on the move, with tools flexible enough to evolve as your business grows.

Houzz Pro gets you working fast with tools tailored for field pros. Method takes a bit more setup upfront but gives you more freedom as your business scales.

Contact management and customer experience

Houzz Pro helps you manage homeowners, subcontractors, and vendors in one place. You can log client details, track conversations, and keep everyone on the same page through a shared client portal. It’s simple, and it works well for staying connected during projects.

Method CRM handles contact and lead management with more depth. You can automatically pull in leads from your website, Gmail, or Outlook, and turn those leads into jobs in just a few clicks. Every quote, order, and follow-up is tied to the contact.

Field teams get the same visibility through Method’s Field Crew app. Technicians can view customer history, dispatch notes, and daily job info from anywhere. Add in automated reminders, branded invoices, and payment links, so your clients always know what’s happening, when, and how to pay.

Houzz Pro simplifies the basics. Method gives your whole crew the tools to keep customers happy from first contact to final payment.

Invoice and billing

Houzz Pro converts proposals into branded estimates and invoices, supports credit card and ACH payments, and triggers reminders down the line.

Method CRM auto-generates invoices based on job activities and syncs them directly to QuickBooks. Workflows can also be customized for recurring billing and reminders.

Houzz Pro streamlines on-site billing in one app, but Method provides more in-depth invoicing control and financial transparency through QuickBooks.

Inventory, project, and e-commerce

Made for project-heavy workflows, Houzz Pro comes with project timelines, takeoffs, floor plans, daily logs, and material tracking.

Method CRM offers configurable job tracking via custom modules, but it doesn’t include visual takeoff or e-commerce tools out of the box.

When your business revolves around remodelling or building projects, Houzz Pro delivers more value from day one. Method can also do the job, but it works better if you want to piece together a tailored system with added integrations.

Reporting and dashboards

The Houzz Pro dashboard displays progress bars, income forecasts, and client approvals, making it easy to check a project’s status.

Method CRM offers fully customized dashboards to display sales metrics, profitability, customer data, and QuickBooks numbers — all without touching a spreadsheet.

Method wins for metrics depth and customization. Houzz Pro fits better for straightforward visual oversight.

API and integrations

Houzz Pro syncs with QuickBooks Online, Xero, Microsoft Outlook, and Google Calendar, and features a Gmail extension.

Method CRM includes a full REST API and integrates with Gmail, Outlook, Zapier, Mailchimp, Google Calendar, and much, much more. It’s ideal for businesses looking to automate processes.

Houzz Pro covers essential platforms with ease, while Method gives you room to expand with custom app connections.

Tackle customer management, time tracking, work orders, and more!

Method handles it all

Who should choose Houzz Pro?

Construction professionals need software that works as hard as they do, and without the tech headaches. Houzz Pro delivers that. If you’re juggling change orders and floor plans, and keeping clients in the loop mid-project, this one speaks your language.

You run a construction, remodelling, or interior design business and need tools that make sense for visual updates and client-facing communication.
You’re focused on project timelines, estimates, and online payments, and not on building custom dashboards or workflows.
You want to manage subcontractors, track takeoffs, and send invoices without having to jump into a full CRM system.
You like having branded templates for proposals and invoices, and need software that’s ready to use with minimal editing.

Who should choose Method CRM?

Method CRM is for small and mid-sized businesses that are deep into QuickBooks and looking for a CRM integration that offers more functionality. Whether your team’s in the field, in the office, or somewhere in between, Method CRM gives you the tools to better run your business—without changing a thing in Quickbooks.

You rely on QuickBooks Online and want a two-way sync that updates invoices, payments, and customer records in real time.
You want to customize workflows and set up automation.
You’re focused on lead management, segmenting contacts, and building automated email follow-ups.
You need better visibility into your business with a custom dashboard that pulls in real-time financials and sales metrics.
You want to connect with a wide variety of tools like Gmail, Mailchimp, or Zapier to bring your CRM and marketing under one roof.

FAQs

What’s the difference between Houzz and Houzz Pro?

Houzz is a free platform for homeowners and design fans to find ideas and pros. Houzz Pro is a paid, all-in-one construction management tool built for business owners in the field, which offers lead capture, project tracking, and billing in one place.

Is Houzz Pro suitable for design and construction professionals?

Yes. Houzz Pro is made for builders, remodelers, and interior designers. It serves as a comprehensive platform for project management, marketing, and client management within the home improvement industry.

What sets Method CRM apart when using QuickBooks?

Method CRM offers real-time, two-way sync with QuickBooks Online and Desktop. Method handles everything from invoices to custom fields, workflows, and tasks, and it updates instantly across both platforms.

Which one is better for small businesses?

It depends on how your business runs. If you’re already using QuickBooks and want better control over your leads, workflows, and financials, all in one CRM, Method CRM is the better fit. But if your work revolves more around managing construction or design projects from start to finish, Houzz Pro offers tools built with that hands-on work in mind.

Tackle customer management, time tracking, work orders, and more!

Method handles it all

Wrap up: Houzz Pro vs Method CRM

Both Houzz Pro and Method CRM deliver real value, but the right pick depends on how your business runs day-to-day.

If your focus is remodelling, design, or construction projects, Houzz Pro gives you a polished, mobile-friendly toolkit with built-in visuals, client communications, and project timelines made for pros who spend more time on-site than behind a desk.

But if your business has had it with scattered contact records, clunky follow-ups, and manual invoice handling, Method CRM puts everything in one place — your workflows, your customer data, and your sales pipeline.

Managing field crews or closing deals? Method keeps your team moving without risking your books.

Ready to ditch outdated software and sync your business with a business solution that grows as you do? Try Method CRM for free today.

Builder Prime vs Method CRM Comparison

Builder Prime vs Method CRM Comparison Read More »

Compare Method CRM vs Builder Prime to see which fits your home improvement business best. Explore features, pricing, and benefits to make a smarter choice.

Running a home improvement business involves more than power tools and project timelines — it’s also about people, processes, and profits. To stay competitive, you need to juggle lead tracking, quoting, job costing, project management, and follow-ups — all while delivering top-tier customer satisfaction.

Builder Prime and Method CRM are two of the top CRM options for home improvement professionals. But which one is the right CRM for your business?

In this guide, we compare Builder Prime vs Method CRM by pricing, automation features, workflows, and ease of use. No matter if your top priority is profit margins, team collaboration, or streamlining customer satisfaction, we help you find the best fit.

Let’s dive into the details so you can choose the CRM software that matches your business needs.

What to look for in CRM software for home improvement businesses

Before diving into the full comparison, let’s highlight what matters most in a CRM for home improvement contractors:

Automation: Eliminate manual follow-ups, assign tasks, and send updates automatically.
Job costing: Keep tabs on project expenses, change orders, and overall profitability to maintain a healthy bottom line.
Project management: A CRM should help manage your sales pipeline and your job progress, not just your contacts.
Customization: No two businesses operate the same way. Your CRM should adjust to your workflows.
QuickBooks integration: For most contractors, QuickBooks is your accounting lifeline. A strong sync prevents double entry.
User-friendly design: Your team can’t adopt it if they don’t understand it.
Team collaboration: Everyone from sales to site staff needs to be on the same page.

What is Builder Prime?

Builder Prime is a cloud-based CRM and project management tool designed specifically for home improvement contractors. From lead tracking to drag-and-drop scheduling, it combines core sales tools with powerful project management functionality.

Many home improvement contractors choose Builder Prime because of its built-in tools for estimating, invoicing, job costing, and subcontractor coordination. It’s often marketed as an all-in-one solution for growing businesses in the home improvement space.

However, while it offers strong native features, some users find that its integrations with external tools like QuickBooks are limited. If your workflows rely heavily on syncing customer data and financials, this could be a challenge.

What is Method CRM?

Method CRM is a fully customizable CRM software built for small and mid-sized businesses that use QuickBooks. It’s a flexible solution that helps you streamline sales, manage follow-ups, and improve customer satisfaction across every step of the sales process.

Method’s biggest strength is its deep QuickBooks integration. Customer information, estimates, invoices, and payments sync automatically in real time, eliminating double data entry and ensuring that your accounting software and CRM stay in perfect alignment.

For home improvement contractors who want to maintain accurate financials while also improving client follow-ups and job tracking, Method CRM offers the best of both worlds.

Method CRM lets you run your business, your way.

Builder Prime vs Method CRM: Feature comparison at a glance

Here’s a quick comparison of Builder Prime vs Method CRM to help you assess which CRM software best fits your home improvement business:

Feature	Method CRM	Builder Prime
Real-time QuickBooks sync	🟢 Excellent	🟡 Limited
Drag-and-drop workflow builder	🟢 Yes	🟢 Yes
Built-in job costing	🟡 Available via Quickbooks sync	🟢 Yes
Customizable automations	🟢 High flexibility	🟡 Less flexible
Invoicing and payments	🟢 Real-time sync	🟡 Requires manual entry for certain steps
CRM software functionality	🟢 Full-featured	🟡 Tailored to contractors
Lead tracking and follow-ups	🟢 Highly customizable	🟢 Built-in tools
Subcontractor management	🟡 Customization available	🟢 Yes
Project management tools	🟡 Light features	🟢 Built for jobs
Mobile access and dashboard	🟢 Optimized	🟡 Basic access
Ease of use	🟢 Intuitive	🟡 Moderate learning curve

Both platforms offer powerful features, but Method CRM stands out with its flexibility and strong accounting integrations.

Comparing Builder Prime vs Method CRM by feature

Let’s take a closer look at what each CRM excels at and consider which features may best suit your needs.

QuickBooks integration

Method CRM wins this round without question. It offers the most powerful QuickBooks integration available. Its two-way sync allows for your invoices, estimates, payments, and customer data to sync in real time. You never have to enter information twice, which saves hours and prevents errors.

Builder Prime, while strong in many areas, has a more limited QuickBooks sync. It may require third-party tools or manual updates to keep accounting data aligned.

If you’re a QuickBooks user looking for a CRM to streamline your workflow, Method CRM is the better choice.

Job costing and invoicing

Builder Prime includes job costing and invoicing tools tailored for home improvement contractors. You can generate estimates, track materials and labour costs, and convert them into invoices easily.

Method CRM, on the other hand, leverages its QuickBooks integration to manage job costing and invoicing through your accounting software. This provides more flexibility if you already rely on QuickBooks for financial reporting.

If you prefer to keep everything on one platform, Builder Prime may appeal to you. But if you want your CRM and accounting systems to work together seamlessly, Method CRM comes out ahead.

Sales process and lead tracking

Builder Prime offers a structured lead tracking system with visual workflows to help you monitor prospects and close deals. You can track where each lead comes from, what stage they’re in, and assign follow-ups to team members.

Method CRM also offers strong lead management tools, with customizable templates and automation. You can build workflows that reflect your unique sales process and automatically assign leads based on rules or criteria.

Both CRMs perform well here, but Method offers more flexibility if you need to adjust your workflow as you grow.

Automation and customization

With its powerful automation tools, Method CRM lets you create personalized follow-ups, route leads, and trigger tasks automatically. You can customize fields, forms, and dashboards to reflect your unique business processes, without needing a developer.

Builder Prime also has automation capabilities, but they are more predefined. If you prefer a ready-to-go system that’s already structured for contractors, this may work for you. But for those who want more control, Method CRM is the winner.

Project management

Both CRMs offer project management tools tailored to home improvement contractors.

Builder Prime lets you manage jobs from lead to completion, assign tasks, schedule crews, and track progress using drag-and-drop functionality.

Method CRM provides project management tools with customizable views, time tracking, and integration with accounting software. It may not be as visually oriented out of the box, but it adapts well to complex or unique workflows.

Builder Prime delivers out-of-the-box functionality. However, Method CRM is the better fit for customizable, QuickBooks-connected project oversight.

Ease of use and team collaboration

Method CRM is known for its user-friendly interface. It makes training easy and helps teams adapt quickly, even if they’re not tech-savvy. The dashboards are clean, and team members can work together on the same customer records without confusion.

Builder Prime is also user-friendly and intuitive for contractors, especially those familiar with spreadsheets and project timelines. The visual workflow makes it easy to follow leads and jobs through every stage.

Ultimately, both are built for ease of use, but Method’s customization and flexibility give it a slight edge for growing teams with evolving needs.

Who should choose Method CRM?

Choosing the right CRM comes down to the type of business you run and the tools you rely on daily. If you’re a service-based business looking to connect sales, operations, and QuickBooks in real time, Method CRM could be your perfect match.

Choose Method CRM if:

You use QuickBooks and want to sync your data in real time.
You’re looking for a customizable CRM with powerful automation.
You want to streamline your invoicing, lead management, and job tracking in one system.
You value excellent customer support and an intuitive interface.
You want your CRM to scale with your business as you grow.

Method CRM is ideal for home improvement businesses that want full visibility across sales and operations, without juggling disconnected tools.

Online payments, automated leads, and customer management?

Who should choose Builder Prime?

Builder Prime was built with home improvement contractors in mind. If your business revolves around managing jobs, tracking subcontractors, and measuring project success, this all-in-one platform may be exactly what you need.

Choose Builder Prime if:

You want an all-in-one CRM tailored to contractors with built-in job costing and scheduling.
You prefer a plug-and-play tool that is ready to use with minimal setup.
You don’t mind using QuickBooks separately or having a bookkeeper handle your accounts.
Your focus is on estimating, scheduling, and managing construction jobs visually.

Builder Prime is great for home improvement contractors who want to keep everything under one roof and prefer predefined structures.

FAQs

Got questions? Here are the most common things people ask when deciding between Method CRM and Builder Prime.

Is Builder Prime a CRM?

Yes, Builder Prime is a CRM software designed for contractors. It combines sales, estimating, scheduling, and project management features in one system.

Does Method CRM work with QuickBooks?

Yes. Method CRM offers a real-time, two-way sync with QuickBooks, giving you full control of your estimates, invoices, and customer records without duplication.

Which CRM is better for job costing?

Builder Prime includes native job costing tools. Method CRM pulls job costing data from QuickBooks, making it a better choice if your accounting team relies on QuickBooks.

Can both CRMs help with follow-ups?

Yes. Both Method CRM and Builder Prime allow you to create workflows for follow-ups. Method CRM offers more automation and customization options.

Final thoughts: Builder Prime vs Method CRM

If you’re in the home improvement business, both Method CRM and Builder Prime offer tools to help you grow, improve customer satisfaction, and streamline your workflows.

But they take different approaches.

Builder Prime is best if you want a ready-made, all-in-one solution designed for home improvement contractors. It’s a strong tool for managing subcontractors, projects, and job costing within one streamlined system.

Method CRM, on the other hand, gives you ultimate flexibility. It’s a better fit if you want to automate your sales process, integrate seamlessly with QuickBooks, and customize your CRM to match your exact business processes.

Still deciding? Start with what matters most to your team, but if syncing with QuickBooks is part of your daily workflow, Method CRM is tough to beat.

Freshsales vs Method CRM Comparison

Freshsales vs Method CRM Comparison Read More »

Find out how Freshsales vs Method CRM compare to see which platform fits your business best, from pricing and features to reporting.

Don’t you just love a workday when everything falls into place – leads are tracked, quotes go out on time, and everything runs like clockwork? That’s what having reliable CRM software feels like.

If you’re tired of messy spreadsheets, this Freshsales vs Method CRM comparison is for you. They’re both great options for customer relationship management, built-in automation, and smooth workflows.

But when you dig a little deeper, they start to look pretty different. We’ll break down functionality, explore key features, and explain how each one fits into your daily operations.

What is Freshsales?

Built by Freshworks, Freshsales launched as part of a larger suite, but it’s now a dedicated platform for lead management, email marketing, and sales automation.

Freshsales works best for businesses that want a sales-focused CRM system and don’t need a lot of customization. It runs well on its own or with other Freshworks tools, and it covers most of the basics out of the box.

You get built-in tools for workflows, contact management, email tracking, and forecasting — an all-in-one sales CRM platform.

What is Method CRM?

Method CRM is a solution built for small businesses, with QuickBooks already well-integrated into its system. It connects directly with QuickBooks Online and Desktop, which means you get real-time visibility into your invoices, customer data, and estimates.

What makes Method CRM different is how customizable it is. You’re not stuck with stock features or generic templates. You can build custom workflows and dashboards and set up detailed follow-ups, essentially handling every stage of your sales process exactly the way your business runs.

Online payments, automated leads, and customer management?

Freshsales vs Method CRM: Side-by-side comparison

Let’s go through each platform’s core features, one by one.

Feature	Freshsales	Method CRM
Best for	Sales teams that want a CRM platform with built-in lead management, email, and chat tools	Businesses that rely on QuickBooks and want custom workflows and real-time sync
QuickBooks integration	View invoices and payment info via built-in integration	Two-way sync with QuickBooks Online and Desktop
Customization	Custom workflow automations, dashboards, and AI-powered features via Freddy	Drag-and-drop builders for screens, fields, and business processes
Contact management	CRM with lead scoring, email tracking, segmentation, and activity timelines	Full contact management, tag-based filters, client portals, and QuickBooks-linked data
Invoice handling	View QuickBooks invoices in-app; no native invoice creation	Create invoices, schedule payments, send reminders, sync to QuickBooks
Lead management	AI-powered scoring, capture forms, and sales pipeline drag/drop	Configurable lead stages, notifications, and automation across the sales pipeline
Marketing automation	Email campaigns, email tracking, and template support	Email and task automation via Zapier, Mailchimp, and Gmail integrations
Dashboard and reporting	Custom dashboards, visual metrics, and forecasting	Fully customizable dashboards covering customers, sales, and finances, synced to QuickBooks
Customer support	In-app chat and help center	Live chat, phone, onboarding, and a searchable knowledge base by a dedicated support team
Pricing	Free plan available; paid tiers from $9–$59/user/month	Starts at $27/user/month; $45 for Pro and $73 for Enterprise per month

How the features stack up

It’s time to see what these CRMs are actually built to do.

Pricing

Freshsales offers a Free plan for up to three users with Kanban views and email templates. Paid plans start at $9/user/month for lead tools, with Pro ($39) adding AI features and Enterprise ($59) unlocking more roles and permissions. Pricing climbs as automation and CRM features increase.

Method CRM starts at $27/user/month with full two-way QuickBooks sync. Pro ($45) adds workflow automation and customer portals, while Enterprise ($73) supports larger teams with deeper customization.

Freshsales suits early-stage teams looking to close deals fast with built-in tools, but as you get more advanced features, costs rise. Method CRM offers straightforward pricing, and you get the CRM features that matter from the start, which is ideal if your business is past trial mode and ready to streamline real operations.

QuickBooks integration

Freshsales connects to QuickBooks via a built-in integration. You can view customer balances, but you won’t be able to create, edit, or sync records back to QuickBooks.

Method CRM was built for QuickBooks users from the start. It syncs invoices, payments, customer records, estimates, and more in both QuickBooks Desktop and Online. This is why it’s trusted by both accountants and sales teams.

So while Freshsales gives you read-only access to finance data, Method CRM makes QuickBooks an active part of your customer relationship management process.

Workflow automation

Both Freshsales and Method CRM offer automation. Freshsales supports rule-based workflows, email triggers, deal assignments, and activity reminders. You can use Freddy AI for lead scoring and follow-ups. The experience is polished, and it’s useful for those familiar with HubSpot CRM or Pipedrive.

Method CRM goes deeper. You can build custom workflows using drag-and-drop tools. Automate approvals, route invoices, create custom reports, and trigger tasks off QuickBooks changes. It doesn’t come preloaded with a native AI assistant, but it gives you control over every step.

Freshsales has smart defaults with AI flair. Method gives you the keys to design your business process from scratch.

Ease of use and onboarding

Freshsales has a clean, modern user interface (UI) with little onboarding friction. The mobile app (available on iOS and Android) works well for reps on the go. Most new users can get this up and running without a consultant. Customization is light but manageable.

Method CRM offers guided onboarding and hands-on support. Also available on mobile, the interface is user-friendly but has more depth. It lets you build modules and dashboards tailored to your workflow. That extra power adds a learning curve, but the Method team helps configure it with you.

Freshsales is fast to start, but Method gives you more support and customization.

Contact management and customer experience

Freshsales covers core contact management. With built-in chat, calling, and SMS, it’s great for managing daily customer interactions and sales communications.

Meanwhile, customer records are tied to QuickBooks activity when using Method CRM. You can create portals for clients to track status or upload files. Tag filters, custom fields, and workflow-based reminders let you shape the CRM around your customer journey.

Freshsales is great for tracking sales convos. Method gives you a 360° view tied directly to your financials.

Invoice and billing

Freshsales can’t create invoices on its own. You’ll need QuickBooks or another billing system, although the app does let you see invoice totals and payment status from within the contact record.

Method CRM is tightly integrated with QuickBooks and lets you create, edit, and schedule invoices right from the CRM. You can also send reminders, collect payments, and update records automatically without ever leaving the system.

Freshsales keeps billing separate, but Method builds it into your daily sales flow.

Inventory, project, and e-commerce

Neither tool is a dedicated project management or inventory solution. Freshsales has no built-in inventory tools and focuses on sales opportunities, pipeline, and email. You can connect to other tools like Shopify or Outlook, but these are more sales-enabling than operations.

Method CRM doesn’t do inventory tracking natively either, but because it pulls real-time data from QuickBooks, you can see current stock levels, pricing, and order status as part of the sales process. For teams that sell physical goods and invoice out of QuickBooks, it helps streamline quoting and delivery updates.

This makes Method a stronger choice, as it offers better operational context if your sales team needs to know what’s in stock.

Reporting and dashboards

Freshsales dashboards are built around sales KPIs. Conversion rates, deal status, and revenue projections are easily viewable. Pro and Enterprise tiers unlock insights to help reps and managers prioritize.

Method CRM brings in sales, operations, and finance views, all powered by your real-time QuickBooks data. You can build role-specific dashboards to track open invoices, new leads, overdue payments, or any custom process you’ve designed.

Freshsales focuses on forecasting. Method brings sales and finance together in one view.

API and integrations

Freshsales offers integrations with Microsoft 365, Gmail, Slack, Zoom, and social media tools. You also get webhook support and open APIs to build on top.

Method CRM connects directly with Gmail, Outlook, Mailchimp, Zapier, and others. It also offers a full API for dev teams building custom logic or client portals. You can tie the system into calendars, form tools, and e-commerce systems.

With Freshsales, you’re conveniently connected to your sales stack. Method, however, can connect you to your entire business stack.

Method CRM lets you run your business, your way.

Procore vs Method CRM: Which Is Right for You? Read More »

Who should choose Freshsales?

Freshsales is built for fast-moving sales teams that want everything in one place without dealing with complicated setups.

You run a small sales team that needs to drag deals across a pipeline, send emails, and track calls all from one screen.

You don’t need heavy customization or QuickBooks integration, and you are focused on managing the sales funnel.
You’re early stage and want to keep things simple now, with the option to layer in automation and AI as you grow.

Who should choose Method CRM?

Method CRM makes more sense for service-based teams that live inside QuickBooks and need a CRM that works as their business does.

You’re juggling estimates, invoices, and customer follow-ups, and need a system that keeps your sales and accounting teams in sync.
You’ve got workflows that don’t fit the average CRM mould, and want something customizable enough to match how your team already works.

You work with repeat clients and want more control over the customer relationship.
You want real visibility into project milestones/tasks, sales pipelines, and financials that don’t have to be split across different apps.

FAQs

Is Freshsales CRM free?

Freshsales offers a Free plan for up to three users. It includes basic CRM features like contact management, a visual sales pipeline, email templates, built-in phone, and chat. But if you want workflow automation, lead generation tools, or sales forecasting through Freddy AI, you’ll need to upgrade to a paid plan.

Is Freshsales easy to migrate over to Freshsales Suite?

Yes. It’s a smooth transition. When you move from classic Freshsales to the Suite, your data is cloned and not deleted, so you can test everything first. You get a 21-day window to adjust before switching completely.

How fast does data sync between Method CRM and QuickBooks?

Method CRM syncs with QuickBooks Online and Desktop in real time. That means changes made in either system are reflected immediately in the other. This tight two-way sync is one of Method’s biggest advantages for small businesses that rely on QuickBooks as their financial source of truth.

Which one is better for small businesses?

It depends on how you work. Freshsales is great if you want a cloud-based CRM with built-in email, chat, and native AI. But if your business runs on QuickBooks, Method CRM gives you two-way sync, custom workflows, and tighter control over customer interactions. Method is built for small teams that need real-time data and a customizable CRM that fits how they actually operate.

Freshsales vs Method CRM: What’s the verdict?

Both Freshsales and Method CRM give growing teams a way to stay organized, follow up faster, and keep deals moving forward, so nothing slips through the cracks.

Freshsales leans into built-in communication tools, AI-driven lead scoring, and fast onboarding. It’s a solid pick for teams starting from scratch who want everything in one clean, modern UI.

Method CRM is the go-to choice for this: giving QuickBooks users full control over their customer information, sales workflows, and invoicing. It’s flexible, powerful, and built to grow with small businesses that need more than off-the-shelf CRM features.

If you’re tired of patching together spreadsheets, email chains, and stale sales data, Method CRM keeps your tools and your team in sync.Try Method CRM free today and finally get a system that works the way your business does.

Procore vs Method CRM: Which Is Right for You?

Construction, CRM / By Matas Pranckevicius

Compare Procore vs Method CRM to find the best fit for your construction business. Explore pricing, features, QuickBooks sync, and ease of use in this guide.

When you’re managing construction projects, you need software that can keep up. This means finding a smart, streamlined solution that keeps your team connected, your workflows efficient, and your bottom line healthy. Two popular choices for managing construction businesses are Procore and Method CRM. But they’re built with very different goals in mind.

In this comparison, we’ll break down the functionality, pricing, integrations, and best use cases of Procore vs Method CRM. Whether you’re a general contractor juggling subcontractors or a small construction business looking for better client follow-up and QuickBooks integration, we’ll help you figure out which platform fits your business needs best.

Let’s dive in.

Method CRM vs Procore: Comparison table

Here’s how Method CRM and Procore stack up side by side across key features for construction businesses.

Feature	Method CRM	Procore
QuickBooks integration	🟢 Full, two-way sync with QuickBooks in real time.	🔴 No native QuickBooks integration. Requires third-party connectors.
CRM functionality	🟢 Robust CRM features built specifically for small service-based businesses.	🔴 Not designed as a CRM. Limited contact tracking only.
Project management	🟡 Basic job tracking and custom workflows available.	🟢 Comprehensive project management built for the construction industry.
Customization	🟢 Fully customizable workflows, templates, and fields without coding.	🟡 Limited to predefined modules. Customization is possible but complex.
Automation	🟢 Strong automation tools for tasks, follow-ups, and workflows.	🟡 Some automation available, mainly for project scheduling.
Job costing	🟡 Available via custom setup or QuickBooks integration.	🟢 Built-in job costing tools tailored for construction.
Mobile app	🟢 Available on Android and iOS, focused on sales and customer workflows.	🟢 Full-featured mobile access for on-site project teams.
Real-time sync	🟢 Real-time data syncing with QuickBooks and between teams.	🟡 Updates happen within the platform, but not focused on accounting sync.
Construction-specific features	🔴 General CRM tools only. Not tailored for construction management.	🟢 Built specifically for construction businesses and contractors.
User-friendliness	🟢 Intuitive and easy to navigate, even for non-technical users.	🟡 Powerful but comes with a steep learning curve.

Overview of Procore

Procore is a cloud-based construction management platform designed for medium to large construction companies. It handles nearly every aspect of a construction project, from preconstruction planning to closeout. If you’re managing large-scale construction projects with many subcontractors and stakeholders, Procore gives you detailed control over project management, job costing, takeoffs, and change orders.

It’s built for the construction industry and acts as an all-in-one solution for managing complex business processes, especially when multiple team members and vendors are involved.

However, Procore is not a traditional CRM platform. While it allows for some client and stakeholder tracking, it lacks advanced customer relationship management tools like lead management, marketing automation, or customer journey tracking.

Overview of Method CRM

Method CRM, on the other hand, is designed for small and mid-sized businesses, especially those using QuickBooks. It’s customizable CRM software that simplifies sales, service, and accounting tasks. Think of it as a bridge between your customer-facing team and your accounting software.

Where Method CRM shines is in workflow automation, customer support tracking, and invoicing. You can build custom templates, automate follow-ups, manage your sales process, and even give customers self-service portals. It also integrates with Gmail and Outlook, and offers a real-time two-way sync with QuickBooks Online and Desktop. With Method CRM, all your customer data stays synced across platforms.

Method CRM lets you run your business, your way.

While not built specifically for the construction industry, Method offers significant value through its job-based workflows, estimates, and field service coordination. It offers enough flexibility and customization to support construction businesses that don’t require advanced project management capabilities.

In-depth feature breakdown: Procore vs Method CRM

Now let’s dive deeper into what each platform offers — feature by feature — to help you decide which one fits your construction business best.

Project management

Procore is built for construction project management. It includes tools for job costing, scheduling, daily logs, change orders, takeoffs, and collaboration with subcontractors. For larger construction companies or developers, Procore acts as a robust ERP-like system focused on managing the job site and team logistics.

Method CRM offers basic project and task management, but its strengths are in automating the sales pipeline and service delivery. It can be used to manage estimates, follow-ups, and project milestones, but it doesn’t replace a full project management suite like Procore.

Which Is Best? For large construction projects: Procore. Small business sales and service workflows: Method CRM.

CRM functionality

Method CRM is a fully customizable customer relationship management platform. You get tools for lead management, segmentation, contact tracking, and marketing campaigns. Its automation features make it easy to create workflows that nurture leads and support client retention.

Procore isn’t a CRM in the traditional sense. It helps manage customer information tied to a project, but doesn’t support broader lifecycle management, email marketing, or forecasting.

Which Is Best? For customer relationships and marketing automation: Method CRM.

Invoicing and accounting integration

If you rely on QuickBooks, Method CRM is the clear winner. It offers deep, two-way syncing with QuickBooks Online and Desktop, meaning your estimates, invoices, payments, and customer data all stay updated in real time. This eliminates double entry and helps your sales and accounting teams stay aligned.

Procore supports accounting workflows and integrates with QuickBooks and Xero, but setup is more complex and usually requires technical support or third-party integrations.

Which Is Best? Seamless invoicing and QuickBooks integration: Method CRM.

Customization and scalability

Procore is powerful, but complex. It can be customized, but most changes require technical expertise or support from the Procore team. It scales well for large enterprises but can overwhelm small teams.

Method CRM offers a user-friendly drag-and-drop customization interface. You can adjust dashboards, permissions, modules, and templates without a developer, making it ideal for small businesses looking to grow without investing in custom code.

Which Is Best? For intuitive customization: Method CRM.

Team collaboration and mobile app

Both platforms offer cloud-based access and mobile apps for Android and iOS. Procore’s mobile features are geared toward job site communication and documentation. You can upload photos, log progress, and coordinate tasks with team members in real time.

Method CRM’s mobile app is more focused on managing client data, sending estimates, and keeping sales reps informed on the go. It’s perfect for service-based construction companies that want their sales and support teams to stay connected.

Which Is Best? On-site construction management: Procore. Mobile sales and service: Method CRM.

Dashboards and analytics

Procore has dashboards for project tracking, job costing, and forecasting. Its reports are geared towards construction KPIs and team performance.

Method CRM offers dashboards for sales pipelines, customer interactions, and service delivery. It tracks metrics like deal stages, conversion rates, and task completion, which are essential for sales and customer success teams.

Which Is Best? Construction metrics: Procore. Sales and customer data: Method CRM.

Automation and workflows

Procore supports automation in the context of construction workflows, such as automating change order approvals or scheduling tasks, but it’s not built for customer lifecycle automation.

Method CRM is strong in automation. You can trigger follow-up emails, create custom workflows, and even automate lead scoring or sales handoffs. For growing businesses trying to reduce repetitive tasks, this is a big win.

Which Is Best? Workflow automation and sales follow-up: Method CRM.

Method CRM lets you run your business, your way.

Pricing comparison

While it doesn’t list exact pricing online, reviews suggest Procore is expensive and best suited for large construction companies with complex needs. Costs can scale with the number of users, projects, and required features.

Method CRM is more affordable and transparent. It offers pricing packages that start small and scale based on your needs. It’s especially cost-effective for small businesses looking for a QuickBooks CRM with deep functionality and real-time syncing.

Which Is Best? Enterprise-scale construction companies: Procore. Cost-effective small business growth: Method CRM.

Who should choose Method CRM?

Method CRM is ideal for construction companies that rely on QuickBooks and want a flexible, user-friendly CRM to streamline daily operations. If you’re looking to improve customer relationship management, automate repetitive tasks, and give your team real-time visibility, all without a steep learning curve, Method is a smart choice.

Choose Method CRM if:

You use QuickBooks and want your CRM to sync flawlessly with your invoices, estimates, and contacts.
You run a small to mid-size construction business focused on client relationships and sales processes.
You want a CRM software that’s easy to customize, user-friendly, and doesn’t require developers or coding.
You need marketing automation and follow-up tools to grow your customer base.
You prefer a CRM that integrates with Gmail, Outlook, Xero, and Zapier.

Who should choose Procore?

Procore is a powerful project management software built for large-scale construction projects. If you manage complex builds and multiple subcontractors and need robust tools for budgeting, scheduling, and on-site coordination, Procore’s all-in-one platform delivers enterprise-level functionality that helps keep every stakeholder aligned from the ground up.

Choose Procore if:

You’re a general contractor managing multiple subcontractors across complex construction projects.
You need advanced project management software with construction-specific tools like takeoff, job costing, RFIs, and change orders.
You have the time and budget for onboarding and don’t mind a learning curve.
You’re looking for an all-in-one ERP-style system for the construction industry.
You want job site collaboration features and strong mobile capabilities for on-site updates.

FAQs

Here are some quick answers to the most common FAQs about Method CRM and Procore.

Is Procore a CRM?

Not exactly. Procore includes tools for managing contacts, subcontractors, and communications, but it isn’t a full customer relationship management (CRM) solution. It’s primarily designed as a construction management and project management platform. If your main goal is to nurture leads, manage your sales pipeline, or automate client follow-ups, you’ll need a dedicated CRM like Method alongside Procore.

Does Method CRM work with QuickBooks?

Absolutely. Method CRM offers the most advanced Quickbooks integration on the market. It syncs everything, including invoices, estimates, payments, and customer data, in real time. This means no more double data entry, fewer accounting errors, and a clear view of your business performance across teams.

Can small businesses use Procore?

Technically, yes, but it may not be the best fit. Procore is tailored for mid-sized to large construction firms that are managing complex projects with multiple stakeholders. Smaller construction teams may find the platform too robust, pricey, and time-consuming to implement compared to more lightweight tools designed for small business needs.

Is Method CRM suitable for construction businesses?

Definitely. While Method CRM isn’t built exclusively for construction, it’s a powerful asset for service-based construction companies. It helps manage customer relationships, streamline quoting and estimating, and automate follow-ups, all without requiring a dedicated IT team. It’s especially helpful for small to medium-sized businesses using QuickBooks that want to grow efficiently.

Method CRM lets you run your business, your way.

Final thoughts

At the end of the day, choosing between Method CRM and Procore depends on your business model. If you’re building complex projects and juggling dozens of subcontractors, Procore’s specialized construction management tools will give you an edge. But if you’re a growing service-based construction company looking for better sales processes, QuickBooks integration, and customer engagement, Method CRM is the right tool for you.

Method CRM helps streamline your customer relationship management, automate your workflows, and give your team full visibility without the learning curve or enterprise pricing.

Want to empower your team with a CRM that integrates perfectly with QuickBooks? Try Method CRM today and close deals faster, with less admin work.

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