Make QuickBooks better with Method CRM.
Stop entering the same data twice and save yourself valuable time. Method CRM works with QuickBooks in real time, so any updates you make—like contacts, invoices, or payments—show up instantly in both systems. No need to worry about errors, mismatched information, or doing extra work. This means your business stays accurate, organized, and efficient.
You control how your data syncs. Choose to update it immediately or only after a deal is finalized. This keeps your QuickBooks tidy, clean, and up to date. No matter where you are—in the office, on the road, or working from home—Method CRM makes sure your team always has the most current information. Everyone stays on the same page, making teamwork smooth and stress-free.
Method CRM puts everything you need in one simple place: leads, estimates, invoices, and customer activity. Need to follow up with a lead or close a deal? Method makes it faster and easier. Create and send estimates quickly, then turn them into invoices with just a few clicks. You’ll close deals sooner, send out invoices faster, and get paid on time. Helpful tools like e-signatures, automated follow-ups, and customer portals let you and your customers work together easily. Your customers can log in, view estimates, approve proposals, and pay invoices online—saving everyone time and effort.
Thousands of businesses trust Method CRM to simplify their day-to-day work. It’s not just for leads and sales—it’s a tool that helps your whole team get more done. Method CRM also grows with you. You can customize it to fit your specific business needs, making it easier to manage everything from customer interactions to invoicing and payments.
Why wait? Start your free 14-day trial today and see how Method CRM can transform the way you work. Save time, boost sales, and make managing your business smoother than ever.