Method CRM

Method:CRM is the #1 CRM for growing businesses that use QuickBooks. Use this app to close deals faster, maximize your productivity, and keep your customers happy — no matter where your day takes you.


Here are the key benefits of the Method iOS app.


#1 Give every lead the attention needed to close the sale.
• Instantly assign a sales rep to each new lead to kickstart your nurture efforts.
• Stop deals from slipping through the cracks with seamless opportunity management.
• Convert leads to QuickBooks customers with the click of a button.


#2 Bring revenue in faster with a streamlined sales process.
• Empower your sales reps to create sales and purchase transactions without QuickBooks access.
• Get paid sooner with easy online payment options for your customers.
• Sync data between Method:CRM and QuickBooks in real-time for seamless accounting.

#3 Drive more repeat business with excellent customer service.
• Gain a 360-degree of every customer from their purchase history to recent interactions with your team.
• Schedule automatic reminders to follow up with your customers and leads.
• Send individual or mass emails directly from Method:CRM.

#4 Finally, a CRM that meets your every need.
• Customize your Method:CRM account, so it’s perfect for your business.
• Create workflow automation that mirrors your exact processes and saves you time.
• Get data-driven insights from custom fields and personalized reports.