A CRM for Xero that you can tailor to your needs

Run your small business the way you want to with a fully customizable, no-code CRM solution.

Full access with unlimited users. 30-day free trial.

100% customizable, 100% code-free

The days of cookie-cutter CRM systems are over.

 

Automate your business

Sync your data with Xero to save money and hours every workday.

 

Evolves with your company

Say hello to unlimited, custom apps, fields, and layouts.

Fully customizable

Never miss out on key features, or workflows again.

 

Fuel your growth with unlimited contacts

Create a custom Xero CRM system that works for your business.

Say goodbye to the constraints of using Xero alone. Instead, use a customizable CRM to grow faster and compete with larger companies.

From how you handle your sales process to how you organize your team, you need a customizable CRM solution that mirrors your operations. And that’s what you get with Method!

Power your business with Xero automation.

Go beyond CRM

As you grow, you need a CRM that can handle your new needs.

Method:CRM goes beyond just servicing your clients. It manages every aspect of your business including marketing, measuring data analytics, and integrating with your Xero accounting software.

Personalize with the help of our team or DIY

Create a custom solution for your growing business.

Add custom fields in your CRM software to meet your evolving business needs with Method. Whatever your current business goals are, customize your CRM  to accelerate meeting them.

 

Method offers a complete resource library for you to take custom CRM solutions into your own hands. You also have a customer support team to build customizations for your unique business.

Power your business with Xero automation.

Create the solution you need

Business growth requires tools that scale with you.

With Method, you don’t need coding knowledge to build your custom CRM. Instead, use a full resource library to learn how you can customize Method:CRM to mirror your business processes.

Automate your work tasks to transform how you run your business and enhance your competitive edge.

Enjoy a customization session on us

Stay on track of your customers, leads, and sales with a custom CRM solution. 

Screen designer in Method:CRM

Set yourself up for success by speaking with an expert about how you can customize Method to fit your needs.

We offer a free hour of customization for every Method:CRM account to make sure your CRM  vision comes to life.

Power your business with Xero automation.

Xero custom CRM software frequently asked questions

What is a custom CRM?

A custom CRM is a business management solution built specifically for your business. The final product allows you to perform at top efficiency and access features that automate your business processes.

Who can benefit from a custom CRM?

Any business can benefit from a custom CRM, especially small businesses looking to have a competitive advantage over bigger enterprises. A custom CRM is useful for admin workers, sales reps, business owners, and managers.

 

What are the most important modules in a CRM?

A CRM manages your entire business and helps you keep up with your sales, leads, and customer interactions.

Some of the most important modules in a CRM are:

  • Customer data management.
  • Lead management and tracking.
  • Sales process management.
  • Marketing management.
  • Custom form creation.
  • Inventory management.

Not a Xero user?

No problem! Method:CRM is also the #1 QuickBooks CRM. 

QuickBooks users get the same features that our Xero CRM offers.


Better yet, Method:CRM syncs with QuickBooks Online and QuickBooks Desktop to enhance your accounting solution of choice.