Best professional services & consulting CRM for QuickBooks

Take your projects from proposal to payment with Method — the go-to services and consultant CRM.

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The all-in-one CRM and proposal
management solution for QuickBooks

Eliminate manual processes

Tired of juggling spreadsheets and manual steps outside of QuickBooks?

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

Custom to your business

Customers who’ve tried cookie cutter solutions come to us because we can make the software do what you want it to do.

Work with our team to build a custom solution that will actually work with your processes.

Two-way sync to QuickBooks

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


Access a whole new set of features, that let you do more than basic accounting, with all of that data instantly connecting back to QuickBooks.

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

4.7/5

4.5/5

4.3/5

4.1/5

4.4/5

LEAD MANAGEMENT

Turn leads into paying clients in no time

Automate lead collection for easier follow-ups

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

Get more from your emails with targeted marketing tools

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

A complete view of your contacts in one place

Get a complete view of every lead and customer in one place, from past interactions to project history to outstanding invoices, so you never miss a beat.

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Proposal MANAGEMENT

Automate your proposal management process

Custom engagement letter templates

Create various engagement letter templates outlining terms and conditions for different project types, that can be automatically added to proposals.

Create proposals in a few simple steps

Quickly create proposals by adding services, choosing an engagement letter, and emailing it to the client. Less time on paperwork, so you can start the job sooner.

Capture e-signatures for quick approvals

Send customers an online portal branded with your logo and colors, where they can view, access, and quickly approve proposals with a digital e-signature.

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billing management

Smoother billing and payment processes

Get paid faster with instant invoicing and online payments

Easily convert proposals or estimates into invoices, emailing them to clients with a secure link to quickly view and pay online, so you can get paid faster.

Set up automated recurring payments

Once a proposal is accepted, you can set up automated recurring invoices on a custom set schedule, so you never forget to send an invoice again.

Choose from flexible payment options

Accept credit card payments or ACH transfers, connecting to one of Method’s payment integrations – Authorize.net, Stripe, Paypal, Shuttle, and more.

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The #1 CRM for QuickBooks

The consulting CRM loved by businesses just like yours

18k+

Users trust us

2M+

Estimates created

14yrs

Helping businesses thrive

Talk to our team

All – in – one

Everything you need to run your
business in one place.

From capturing leads to creating proposals to processing payments,
Method can help you do it all

Contact & lead management

Collect new leads, send them emails and estimates, and turn them into customers

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Opportunities

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

Proposals

Automate the process of getting your customers to receive and accept engagement letters

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Payments

Give customers their own online payment portals, so you can get paid faster

E-signatures

Sign and approve documents online to cut out the back-and-forth.

Customer portals

Let customers approve estimates, access order details, and pay invoices.

Contact & lead management

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

Estimates

Send quick estimates with one click to close deals faster.

Opportunities

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

Proposal

Sign and approve documents online to cut out the back-and-forth.

Invoicing

Instantly create and email invoices for quicker payments.

Payments

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

E-signatures

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

Customer portals

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

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Talk to our team about building it for you!

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Method is one of the best tools made specifically for QuickBooks users. If you’re already using QuickBooks, it’s a no-brainer to also use Method.

Kayla Prusinski

Savvy Bird Consulting
Founder, QuickBooks ProAdvisor

Customization

Tailor Method to match your business processes

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

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

+ more

Select your base features

Choose the features that solve the problems you are trying to solve, like proposal management or invoicing. Only pay for what you use!

Free customization consultation

Meet with our team to start adapting the features to your workflows, from minor customizations to scoping larger projects.

Let us get you set up

When we tailor Method to your exact needs, you reduce the learning curve and start seeing value right away.

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

+ more

Method is one of the best tools made specifically for QuickBooks users. If you’re already using QuickBooks, it’s a no-brainer to also use Method.

Kayla Prusinski

Savvy Bird Consulting
Founder, QuickBooks ProAdvisor

Get Started

See what Method can do for your business

Let’s talk!

Talk to our sales experts to see how Method can work for your business and help you grow.

Talk to our team

Try Method for free!

Get started today with a free 14-day trial.

No commitment or credit card required.

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Additional resources

Trends and resources for professional services

Why Client Experience is a Key Differentiator for Consultants

What’s behind consumer loyalty? Learn how successful consultants use five key factors to deliver optimal client experiences.

Disruption in the Consulting Industry: Challenges and Changes in a Transforming Sector

The consulting industry is transforming, but understanding these changes will create greater opportunities for modern firms. Here’s what you need to know.

Benefits of CRM Software for Independent Consultants

As a consultant, you’re always juggling multiple clients and projects. Learn how a QuickBooks CRM can help you stay organized and work efficiently.

IT/Professional services FAQ

If consulting is your main focus, a consultant CRM can save time by aligning with your process. A customizable CRM like Method offers the best of both worlds, adapting to your needs while offering consulting-specific features.

Any strong CRM for IT and consulting needs security features like data encryption, user access controls, and two-factor authentication. They’re designed to keep client data safe and ensure compliance with privacy regulations, so you can focus on your clients with confidence.

Challenges include getting team buy-in, customizing the CRM to fit your workflow, and migrating data. With Method CRM’s tailored support, you’ll have a smooth transition and a CRM that works from day one.

A CRM consolidates client details, project tasks, and communication history in one place. This keeps your team aligned and helps identify new opportunities to grow client relationships.

An IT CRM improves your sales process by giving you a clear view of your pipeline, helping you manage client relationships more effectively. It reduces manual data entry, ensures you never miss a follow-up, and lets you track which outreach strategies are most successful

A consulting CRM captures leads from all sources, tracks their journey, and automates follow-ups. It prioritizes high-value leads, letting you focus on converting them into clients.