Method is built for growing companies that rely on QuickBooks or Xero for accounting and need a customizable CRM system that adapts to their unique workflows. It helps businesses manage customers, sales, and operational processes in one place in a way that fits how their teams actually work. Method serves small and mid-sized businesses across a range of industries including manufacturers, field service businesses, and professional service firms that need better customer relationship management and tools to capture new leads and manage their sales pipeline. Many teams come to Method when their sales reps are juggling spreadsheets, emails, and disconnected systems to track prospects and follow up. Method helps these companies organize their business processes and connect the steps from lead to invoice without forcing them to abandon the tools they already rely on.

Businesses often choose Method because it extends QuickBooks with the CRM features it was never designed to provide. For example, companies can run their entire sales process, track opportunities through the pipeline, and handle lead management‌ activities directly inside Method. Teams can also create reusable templates for quotes, proposals, and follow-ups so they can close deals faster. The platform supports tools like e-signatures, customer history tracking, and centralized activity management so teams can spend less time switching between systems and more time working with customers.

Pricing for a QuickBooks CRM depends on the number of users and the capabilities a business needs. With Method, companies typically pay a monthly subscription per user for the CRM software, and can choose to add customization services if their workflows require it. Depending on their setup, companies may implement capabilities such as customer portals, online payment collection, and integrations with other business tools through APIs or integration platforms (including tools like Zapier). This gives businesses flexibility to choose the functionality that aligns with their real business needs instead of forcing them into a rigid package.

What sets Method apart is its deep QuickBooks sync and customization services. Method was built specifically for QuickBooks workflows and can be customized around your business processes. Teams can communicate with customers directly from the CRM using tools like Gmail or Outlook, while automated notifications ensure tasks and follow-ups stay on track. Instead of forcing companies into rigid workflows, Method adapts to the way their teams already work.

Pricing varies widely across the market depending on features and integrations. Entry level tools may cost less but often lack important capabilities like time tracking, integrated customer support, or workflow automation. Method offers flexible pricing tiers so companies can start with core CRM tools and expand as their team grows. Businesses can also work with Method’s support team to customize the system and add advanced workflows as their needs evolve. This model helps companies invest gradually while building a system that fits their operations long term.

Method offers a real time, two-way QuickBooks integration that connects customer records, invoices, estimates, and payments between the CRM and QuickBooks. That means when teams use Method to update customer activity or create transactions, the information automatically appears in QuickBooks without manual updates, and changes made in QuickBooks sync back to Method as well. Employees can access the CRM through the web or a mobile app, making it easier to manage customer activity from anywhere. Businesses can also configure workflows so customer updates trigger automated tasks or alerts, helping teams manage relationships more effectively while keeping financial records accurate. This tight connection between CRM and accounting systems is one of the reasons many businesses adopt Method to manage both customer activity and financial workflows together.