Method CRM

Method CRM is a customer relationship management platform built specifically for businesses that use QuickBooks or Xero for accounting. It provides a comprehensive CRM solution that syncs in real-time with accounting software, allowing users to manage customers, sales processes, and operational workflows without constantly switching between systems. The platform offers deep customization capabilities to adapt to unique business workflows rather than forcing companies into rigid processes.

Method serves small and mid-sized businesses across various industries including manufacturing, field services, construction contractors, and professional services. The software helps teams move from juggling spreadsheets and disconnected systems to having an organized, automated workflow from lead generation to final payment. With features like job management, time tracking, scheduling, and mobile access, Method enables businesses to handle their entire customer lifecycle while maintaining accurate financial records through seamless QuickBooks and Xero integration.