Method CRM Customer Management
The #1 customer management software for QuickBooks and Xero users
From first touch to first purchase, Method:CRM gives you a complete view of your customers so you can keep them coming back for more.
Strengthen your relationship with customers
A 360-degree view of every customer
See past interactions, upcoming meetings, purchase history, and more in one convenient location.
Get customer insights on-the-go
Put CRM and your accounting data at your fingertips with the Method:CRM mobile app. Better yet, this app makes it easy to follow up with your customers at anytime and from anywhere.
Customer management from your inbox
Get an overview of a customer’s relationship with your business without leaving your Gmail or Outlook inbox.
Increase your rate of repeat business
Stay in touch with automated follow-ups
Schedule one-time or recurring reminders to check in, then send messages directly from Method.
Email marketing
Build email campaigns in your customer management software or send lists of Method customers to Mailchimp.
Custom reports
Create reports to show your top customers or products, then act on those insights to drive more sales.
Simplify your sales process
Sales transactions
Create estimates, invoices, payments, and receipts in Method, all without needing access to your accounting software.
No more double data entry
Add customers or enter sales in Method:CRM, then watch as the data appears in QuickBooks or Xero instantly.
Improve your customer service with portals
Your customers can make fast and secure online payments with portals that sync to QuickBooks or Xero in real-time with Method:CRM.
