The Top-Rated CRM For Small Businesses Who Use QuickBooks. When you have all your customer follow-ups and info in one place, it's easy to keep each customer happy. Track emails, phone calls, appointments and more to make sure each customer gets what they need, when they need it.
KNOW EACH CUSTOMER WITH CONTACT MANAGER - To keep your customers happy, you need to know a lot more than what their last QuickBooks invoice can tell you. With Method:CRM, you'll know each customer's history, plus what they need and when they need it so nothing gets missed.
STOP ENTERING DATA TWICE WITH QUICKBOOKS SYNC - You'll save so much time when your data is all in one place. We sync with QuickBooks better than anyone, and have the patent to prove it. Plus, our industry-leading sync engine is approved by the world-class team at Intuit.
TRACK LEADS AND OPPORTUNITIES OUTSIDE OF QUICKBOOKS - Track potential customers outside of QuickBooks. Your accountant will love you! Leads can be entered into Method:CRM by your staff, or via a web-to-lead form on your website where potential customers request product and service information. You can also track opportunities to manage your pipeline and assign follow-up activities to your team. Then, when you convert the lead into a customer, they’ll sync instantly into QuickBooks.
A CRM MADE FOR YOU IN MINUTES, 100% CODE FREE - We know one size does not fit all, especially for small business. That’s why Method:CRM is fully customizable with drag-and-drop tools… 100% code-free. You can have a system that’s just right for the way you get your work done.
Fixed an issue that affected some users from signing in with their Google account.
Ratings and Reviews
Method deleted my data
I am a CPA and QuickBooks ProAdvisor and until very recently I was an Advanced Method Consultant - that is until Method deleted our company’s data...not once but twice - forcing us to rebuild our data. After that I could not in good conscience recommend Method to any of our clients. Method’s CEO, tried to buy my silence by asking me to sign a non disclosure agreement in exchange for a cash payment, which I refused. People need to know that their data is not safe with this company and that our situation is not an isolated incident.
And to be clear, this was not due to non-payment. Also my data was irretrievably deleted.
Hi there – I’m sorry to hear this. When a subscription gets canceled due to non-payment, or any other reason, you may be able to request a restore. Here’s a full article on our help center: https://www.method.me/help/34636-method-faq/304564#how-does-an-account-get-cancelled. Please contact us directly to see how we can help out, and get your account back up and running.
I've been using this for a month now. Amazing! My favorite is the contact screen. Simple. I'm using it more and more each day. All my business related contacts are in Method. I can customize the screen on my laptop, then see the results on my iPhone! Man, I've been waiting for this.
It fully integrates with all versions of QuickBooks. Its fully customizable - and it's accessible in the palm of my hand.
Can't even log in...
Liked the idea of being able to access method while on the go with my phone. Unfortunately I can even log in, and yes my log in information is correct as I go to my computer and enter my credentials and it works fine.
Not sure if the app is even supported anymore? Some fixes would be nice.
A key login issue was addressed since this review that likely resolved the issue. If not, or for anything like this, please don't hesitate to reach out to the Method Support team (https://www.method.me/support/) - they are eager to help.
With Family Sharing set up, up to six family members can use this app.