Overview

Method CRM is a powerful customer relationship management platform designed specifically for businesses that run on QuickBooks. It eliminates double data entry by syncing seamlessly with QuickBooks Desktop and Online, ensuring your sales, customer, and accounting data always stay up to date. With customizable workflows, automation tools, and integrations, Method helps small businesses streamline operations—from lead management and sales tracking to customer service and invoicing. Tailored for QuickBooks users, it empowers teams to save time, close more deals, and deliver exceptional customer experiences.