About
Method CRM is the top-rated CRM for QuickBooks and Xero users, designed to replace the disconnected spreadsheets and rigid off-the-shelf tools that growing businesses inevitably outgrow. Unlike generic CRMs, Method offers deep, real-time two-way sync with QuickBooks Online, Desktop, and Enterprise as well as Xero, ensuring that estimates, invoices, contacts, and payments stay perfectly aligned between your CRM and accounting system—without manual re-entry. Method's customization engine lets businesses model the platform around their actual workflows, not the other way around. Sales teams can manage leads with web-to-lead forms, build estimates, collect e-signatures on proposals, and convert approvals straight to invoices. Operations teams benefit from work order management, job scheduling and dispatching, time tracking, and remote mobile access. Customer-facing portals give clients 24/7 access to their records, reducing support overhead. Method connects natively with Gmail, Google Calendar, Outlook, and major payment gateways, and extends to 8,000+ additional apps via Zapier. Purpose-built industry templates serve manufacturers, distributors, field service companies, construction contractors, IT consultants, and franchise operations. With over 1,600 five-star ratings and 14 years in market, Method CRM is trusted by more than 18,000 users to eliminate operational silos and accelerate the quote-to-cash cycle.
Key Features
- Real-Time Two-Way QuickBooks & Xero Sync: Keeps contacts, estimates, invoices, and payments perfectly in sync between Method and your accounting software, eliminating duplicate data entry.
- Customizable Workflow Automation: Build automation rules tailored to your real-world processes—from lead capture and approval routing to job dispatching and invoice generation.
- End-to-End Sales Management: Manage the full sales cycle with web-to-lead forms, activity tracking, estimates, e-signature proposals, and payment-integrated invoicing in one place.
- Job & Work Order Management: Schedule and dispatch field teams, track time, manage work orders, and connect job completion directly to billing for field service and contracting businesses.
- Customer Self-Service Portals: Give customers 24/7 access to their records, invoices, and approvals through branded portals, reducing inbound support volume.
Use Cases
- A field service company uses Method to capture leads via web forms, generate estimates, dispatch technicians, track job time, and automatically sync completed invoices to QuickBooks—all without re-entering data.
- A wholesale distributor manages multi-location customer accounts with 360-degree visibility, automates order-to-invoice workflows, and gives B2B clients self-service access to their account history through branded portals.
- A construction contractor creates branded proposals with e-signature capabilities, tracks project approvals, manages work orders, and keeps billing in sync with QuickBooks Desktop in real time.
- A franchise operation uses Method's multi-entity CRM to manage customer relationships and reporting across all franchise locations from a single centralized platform.
- A small professional services firm replaces disconnected spreadsheets and email threads with Method's lead management, activity tracking, and automated follow-up workflows to accelerate their sales pipeline.
Pros
- Deep Accounting Integration: Native two-way sync with QuickBooks Online, Desktop, Enterprise, and Xero is more robust than what most CRMs offer, making it ideal for accounting-centric businesses.
- Highly Customizable: Unlike rigid SaaS CRMs, Method allows businesses to adapt forms, workflows, and data structures to match their unique processes without custom dev work.
- Wide Integration Ecosystem: Native integrations with Gmail, Outlook, Google Calendar, and payment gateways, plus 8,000+ apps via Zapier, cover most business tool stacks.
- Industry-Specific Templates: Pre-built solutions for manufacturing, distribution, field services, construction, and franchises accelerate time-to-value for niche industries.
Cons
- Primarily Designed for QuickBooks/Xero Users: Businesses not using QuickBooks or Xero as their accounting system will miss the platform's most differentiating capability.
- Learning Curve for Deep Customization: Unlocking the full power of Method's customization engine may require time investment or professional services support for complex configurations.
- Pricing Can Escalate with Users: As teams grow, per-user pricing typical of CRM platforms means costs can increase significantly for larger organizations.
Frequently Asked Questions
How does Method CRM sync with QuickBooks?
Method uses a real-time, two-way sync via the QuickBooks API. Changes made in either Method or QuickBooks—such as new contacts, estimates, or invoices—are automatically reflected in both systems without manual re-entry.
Does Method work with QuickBooks Desktop as well as Online?
Yes. Method supports QuickBooks Online, QuickBooks Desktop, and QuickBooks Enterprise, making it suitable for businesses using any version of QuickBooks.
Can I try Method CRM for free?
Yes, Method offers a free trial so you can explore its features before committing to a paid plan. No credit card is required to start.
What industries is Method CRM best suited for?
Method has purpose-built templates and workflows for manufacturing & wholesale, warehousing & distribution, field services, construction contractors, IT & consulting, professional services, and franchise operations.
Does Method CRM have a mobile app?
Yes, Method offers a mobile app for remote access, allowing field teams and managers to view customer records, update jobs, and manage workflows from iOS and Android devices.
