You're running your business on QuickBooks...and a pile of workarounds.

Quotes in Excel, Orders re-entered into QuickBooks. Customer history in someone's head. Method CRM connects your sales, operations, and accounting into one workflow, built around how your business actually runs.

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All rights reserved.

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Stop changing how you work to fit your software

Method adapts to your terminology, your workflows, and your rules. No credit card. Real people to help you get started.

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You're running your business on QuickBooks...and a pile of workarounds.

Quotes in Excel, Orders re-entered into QuickBooks. Customer history in someone's head. Method CRM connects your sales, operations, and accounting into one workflow, built around how your business actually runs.

Stop changing how you work to fit your software

Method adapts to your terminology, your workflows, and your rules. No credit card. Real people to help you get started.

"We had a reduction in total hours of 55% for our workflows. This translates to approximately 243 hours a month by implementing these systems, of which method is a key part. We were able to allocate these now "free" hours into more productive tasks like sales, activity tracking, and analytics."

"Inventory management and order processing used to take hours but now take mere minutes thanks to Method. With Method, I've eliminated over 25 hours of work each week and saved over $100,000 in annual salaries."

Eric Cresecioni

Director of Information Technology, Reliable Trading Inc.

CRM for manufacturers and distributors

82% say order management is their #1 pain

Trusted by teams running $1M-$10M businesses

Why Method CRM for your business:

Built for manufacturers & distributors on QuickBooks 

No credit card required

Works with QuickBooks

Set up in minutes

A solution to build custom workflows that fit your need

Yes, there's a Method for that.

Trusted by thousands of QuickBooks users

Recognized by Intuit QuickBooks as a Platinum App Partner

Every YES you've been waiting for.

Method is built around four commitments. Because your business isn't off-the-shelf — and your CRM shouldn't be either.

Yes to Real-World Business

Stop changing how you work to fit your software. 

The CRM that learns your business. Not the other way around. 

Built for how manufacturers actually operate. 

Customization & Flexibility

Method adapts to your terminology, workflows, and rules, with customization from invoices to apps built for your business.

Yes to Quote-to-Cash 

One flow: estimate, invoice, payment, work order. 

The quote-to-cash workflow that connects to your books. 

Workflow, Quoting & Orders

From estimate to payment, everything stays connected without re-entering data, with your team working in Method CRM and customers paying through your 24/7 online portal.

Affordable dedicated customization plan.

Yes to QuickBooks 

Keep QuickBooks. Ditch Spreadsheet. Use Method CRM.

Native two-way, real-time sync.

Custom pricing rules. Everything is done within your CRM.

Updates are instant, keeping your sales and ops teams connected.

Native Integration & Sync

The best QuickBooks integration in the market. Not a connector. Not a workaround. Built in from day one. 

Yes to Expert Support 

We help you build workflows that fit how your business runs.

Support by real people through online chat, phone, or email.

Partnership & Onboarding

Live walkthrough plus 1-free hour customization session. Customize your workflows by certified QuickBooks ProAdvisors.