Method:CRM Built for QuickBooks to Grow Faster
The #1 CRM for QuickBooks – Trusted, Customizable
Supercharge your business growth with Method:CRM, the only CRM designed from the ground up for seamless, two-way sync with QuickBooks. Manage leads, track sales, or automate workflows — Method:CRM puts everything in one place, customized to fit your unique business needs.
What Is a CRM Method?
A CRM method refers to the strategic approach and tools used to manage and improve customer relationships throughout the entire lifecycle — from lead capture to sales to post-sale support. In today's competitive market, businesses need more than just spreadsheets or basic contact lists. That’s where a CRM system like Method:CRM comes in.Method:CRM is more than just software — it’s a flexible, cloud-based solution that applies modern methods of CRM to help you:
- Track every customer interaction
- Automate follow-ups and reminders
- Centralize customer and sales data
- Forecast opportunities with real-time insights
- Collaborate across teams to deliver better service
Built specifically for QuickBooks users, Method:CRM takes the most effective techniques of CRM and enhances them with live accounting data, customizable workflows, and seamless integration. Whether you're a contractor, nonprofit, accountant, or wholesaler, Method gives you the CRM structure you need — without forcing your business to fit a rigid template.
Category:
CRM
QuickBooks Compatibility:
QuickBooks Pro, Premier, Enterprise
QuickBooks Online
Right Networks Cloud Access Level:
Deluxe Cloud Access
What Does Method:CRM Do?
Method:CRM is more than a contact database. It helps you:
- Track sales opportunities and follow-ups
- Automate lead capture and client communication
- Manage field service scheduling
- Streamline project management and inventory
- Simplify estimates, invoicing, and payments
- Customize workflows to match your unique business model
Features of QuickBooks CRM
Lead management:
Collect new leads, send them emails and estimates, and turn them into customers
Opportunities:
See your sales opportunities in one place, never missing out on a potential deal
Activities:
All your customer interactions in one place, with automated follow-ups and reminders
Email:
Email customers directly from Method, or connect your customer data to Gmail
Proposals:
Automate the process of getting your customers to receive and accept engagement letters
Customer management:
All of your customer data in one place, syncing directly to QuickBooks
Estimates:
Create estimates in seconds and send them to customers in one click, to close deals faster
Customer portals:
Let customers approve estimates, access order details, and pay invoices in one place
Multi-entity CRM:
Manage multiple businesses in one CRM and standardize processes across all locations
Invoicing:
Create invoices instantly, emailing them directly to your customers for faster payments
What makes our QuickBooks CRM unique?
When it comes to syncing with QuickBooks, we did it first — and we still do it best.
Industry-leading integration
Method:CRM is the #1 CRM on Intuit’s apps.com, with over 1,100 five-star reviews from QuickBooks users and ProAdvisors.
Two-way, real-time sync
Our patented integration instantly syncs customers, invoices, payments, and more between Method:CRM and QuickBooks.
Works with all versions of QuickBooks
Yes, even desktop versions! Method:CRM empowers you to run your business from anywhere, on any device.
Method:CRM vs Competitors
| Feature / CRM | Method:CRM | Zoho CRM | Clio | Salesforce Sales Cloud | HubSpot Sales Hub | Insightly | Claritysoft CRM |
|---|---|---|---|---|---|---|---|
| Deep QuickBooks Integration | Best-in-class, two-way sync (Online + Desktop) | Basic QuickBooks Online sync | No native QuickBooks integration | Requires third-party tools | Limited to Online via app | Basic, with add-ons | Requires customization |
| QuickBooks Desktop Support | Yes, full support | No | No | Limited with third-party tools | No | No | Limited |
| Custom Workflows & Automation | Fully customizable | Yes | Legal-focused workflows only | Very advanced (complex setup) | Limited in free/standard plans | Moderate | Yes |
| Industry Focus | Multiple: contractors, field service, nonprofits, etc. | Generalized across industries | Legal industry only | Large enterprises | Marketing and sales focused | SMB and project-based focus | Sales-driven industries |
| Ease of Use | Simple, user-friendly interface | Moderate learning curve | Easy for legal professionals | Steep learning curve | Very easy | Easy to moderate | Easy to use |
| CRM Customization | No-code drag-and-drop builder | Yes | Very limited customization | Yes, but requires expertise | Limited in basic plans | Yes | Yes |
| QuickBooks ProAdvisor Trusted | #1 CRM on Intuit’s apps.com | Not Intuit-certified | No | No | No | No | No |
| Free Trial | 30-day, unlimited users | 15-day trial | 7-day trial | Varies by edition | Yes (limited features) | Yes | Yes |
| Best For | QuickBooks users needing deep sync & customization | General SMBs | Law firms | Large, enterprise-scale teams | Startups and sales teams | SMBs with project needs | Sales-focused SMBs |
Why Method:CRM stands out:
It's purpose-built for QuickBooks users with unmatched sync capabilities, full customizability, and trusted by ProAdvisors — making it ideal for small to mid-sized businesses looking to grow faster without reinventing their workflow.
Method:CRM & QuickBooks Integration
The industry’s best QuickBooks integration with Method:CRM — built to keep your business in sync and moving forward. Unlike other CRMs, Method offers a patented, two-way, real-time sync with both QuickBooks Online and QuickBooks Desktop, ensuring your data is always accurate and up to date.
With Method:CRM, you can:
- Instantly sync customers, invoices, estimates, and payments
- Eliminate duplicate data entry across systems
- Empower your team with up-to-date financial insights
- Automate sales, service, and accounting workflows
- Work seamlessly from any device, anywhere
Whether you're using QuickBooks Pro, Premier, Enterprise, or QuickBooks Online, Method:CRM keeps your front office and back office perfectly aligned, so you can focus on growing your business.
Why the Method:CRM & QuickBooks Integration Matters
The Method:CRM & QuickBooks integration matters because it connects your sales, service, and accounting in one seamless workflow—no more switching between systems or entering the same data twice. With real-time, two-way sync, your team always works with the most accurate customer and financial information.
Here’s why it’s a game-changer:
- Saves time by eliminating manual data entry
- Prevents costly errors from duplicate or outdated information
- Keeps your team aligned, with shared access to customer history, payments, and estimates
- Improves customer service, with faster quotes, invoicing, and follow-ups
- Supports smarter decisions, with up-to-date insights from QuickBooks
Industries That Benefit Most from Method:CRM + QuickBooks Integration
From manufacturing and wholesale to field services, construction, and IT consulting, Method:CRM delivers powerful QuickBooks integration tailored to the unique needs of your industry. Streamline operations, improve customer management, and boost productivity — no matter your field.
Manufacturing & Wholesale
Track orders, manage inventory, and sync invoices in real-time with QuickBooks — all from one customizable CRM built to handle complex product workflows.
Warehousing & Distribution
Simplify stock management, automate reorders, and ensure accurate invoicing with a CRM that connects directly to your QuickBooks system.
Field Services
Schedule jobs, dispatch technicians, and capture payments on the go, while keeping your QuickBooks data perfectly in sync.
Construction Contractors
Manage estimates, projects, and client communication from anywhere. Method:CRM keeps your job costing and QuickBooks records aligned.
IT & Consulting Services
Track leads, manage recurring clients, and automate billing — with full visibility across projects and QuickBooks integration, you can trust.
Method:CRM Pricing – What Does It Cost?
Contact Management
$25Per user per month
Billed annually
Or $28 per user when billed monthly
Plan includes:
- Administration and Extras
- Customization
- Integrations
- Lead Management
- Quickbooks Integration
- Reports
- Supports
CRM Pro
$44Per user per month
Billed annually
Or $49 per user when billed monthly
Plan includes:
- Contact Management
- Online Portals
CRM Enterprise
$74Per user per month
Billed annually
Or $85 per user when billed monthly
Plan includes:
- Financial Management
- Sales Pipeline
- Some Features of Communication and Productivity
Frequently Asked Questions (FAQ) – Method:CRM & QuickBooks
Q1. What makes Method the best CRM choice for QuickBooks users?
The unique combination of Method's deep QuickBooks sync and no-code customization engine lets businesses achieve their optimal workflows.
Q2. I have unique needs - how flexible is Method? What kind of customization do you offer?
Method can be customized a little or a lot without a single line of code. Work with our team of Business Solution Specialists to build a customized version of Method that works for your business.
Q3. Do you offer a free trial? Is syncing with QuickBooks free?
Yes, Method offers a free 14-day trial that includes all features, unlimited users, a personalized walkthrough, and a free customization hour. Our real-time, two-way QuickBooks integration is included at no additional charge in your monthly or annual subscription.
Q4. Can I restrict what financial information my staff can see?
Yes, Method's user permissions allow you to determine each user's access level.
The Smarter Way to Grow with Method:CRM
If you're serious about streamlining your operations, eliminating double data entry, and boosting productivity, Method:CRM is the tool your business deserves. Built specifically for QuickBooks users, Method:CRM gives you the power, flexibility, and real-time integration needed to close more sales, serve customers faster, and make smarter decisions — all from one central hub.
Whether you're in manufacturing, construction, field services, or professional consulting, Method:CRM adapts to your needs and grows with your business.
Ready to experience the #1 CRM for QuickBooks?
Schedule a Demo or Start Your 30-Day Free Trial today — and let us help you grow faster with Method:CRM.
