Method CRM Workflow Automations

Work Flow Automations made easy with CRM and QuickBooks or Xero

Powerful automations that reflect how you do business.

Supercharge your sales process with CRM automation

Shorten your Sales Cycle

Create automated workflows to populate estimates, invoices, customer details, lead actions, and so much more. Your sales data will not fall through the cracks anymore. Your data is at your fingerprints.

Close sales directly from your inbox

Win more deals by adding sales prospects to Method:CRM without ever having to leave your Gmail or Outlook inbox. Then, watch as your sales and productivity skyrocket.

Get the most out of your marketing efforts

Marketing workflow automation

Boost your marketing campaign success and get more eyes on your business with the help of CRM automation.

Increase repeat business and customer retention

Build stronger and better customer relationships with automate emails, customer portals, and 24/7 access to customer details.

Maximize your marketing dollars

Use Method:CRM’s reusable email templates, activity tracking, and native Mailchimp integration to bring leads down the sales funnel quickly.

Automation without code

Here are the top workflows Method helps QuickBooks and Xero users automate:

  • Customer experience. Stay connected with your customers with automated email campaigns and follow-up reminders.
  • Payment collection. Empower your customers with self-service portals to get paid quicker and with less fuss.
  • Lead management. Import new contacts into your CRM and track your sales activities from your Gmail or Outlook inbox.