Method CRM

Customizable CRM connecting sales and operational workflows to QuickBooks and Xero.

Overview

Method connects leads, estimates, jobs, invoices and payments in configurable workflows. Native two-way synchronization keeps customer and financial records aligned with QuickBooks Online and Desktop. Field service, construction and distribution use cases add scheduling, work orders and purchasing workflows.
More product details

Vendor · Method

Website Url
method.me

Features

Customer Relationship Management

Explore category

Lead Management

Partial support
What you can do
  • Connect leads to estimates and invoices.

Contact Management

Partial support
What you can do
  • Synchronize customer records with accounting.

Integrations

Quickbooks

Method
Built-in connector
Objects
  • Customer records
  • Estimates
  • Invoices
  • Payments

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