Method CRM is for businesses just like yours, that use QuickBooks but wish they could do more to manage their entire business in one place.
With Method, you get:
1. Tools to manage leads, customers, and track communication, pulling data from emails and web forms into one spot.
2. Instant creation and sharing of estimates, and invoices, with e-signature functionality.
3. Customer portals for approving estimates, accessing order details, and paying invoices-all in one place.
And the best part? Everything syncs directly with QuickBooks, keeping it all up to date.
And when it comes to data, we don't mess around. With over 12 years in business, 59K+ connected QuickBooks accounts, and millions of records synced, we've never let a business down. Your data is safe with us.
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