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.
Stay in touch with Automated Follow-ups
Schedule one-time or recurring reminders to check in, then send messages directly from Method.
Build email campaigns in your customer management software or send lists of Method customers to Mailchimp.
Create reports to show your top customers or products, then act on those insights to drive more sales.
No more double data entry
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.