Capture e-signatures on estimates and invoices to close sales faster

Tighten up your sales approval process with features like real-time QuickBooks syncing and hassle-free online payment collection.

See what Method CRM can do for your business

Start your 14-day free trial — no credit card, no contract.

Capture e-signatures on estimates and invoices to close sales faster

Tighten up your sales approval process with features like real-time QuickBooks syncing and hassle-free online payment collection.

See what Method CRM can do for your business

Start your 14-day free trial — no credit card, no contract.

Free 14-day trial

No credit card required

No contract trial

Handle your contract, agreements, and payments in one place

Automate invoicing and collect payments online

With its industry-leading QuickBooks integration, Method:CRM empowers you to streamline your business from lead to repeat and everything in between.

Cut the back-and-forth with Method's e-signature feature. Customers can e-sign estimates, invoices, and proposals in a snap, helping your sales team close deals faster. Plus, your sales team can create invoices instantly after capturing e-signatures—no need accessing into your QuickBooks account.

When your proposal gets the green light, we’ve got you covered. An invoice is automatically generated and sent straight to your customer’s inbox. They can pay instantly through their 24/7 online portal, and every transaction syncs back to QuickBooks. It’s fast, seamless, and ensures no revenue slips through the cracks.

Seal the deal quicker with e-signature approvals

A CRM that works the way you do

Your business isn’t like any other – so let’s make Method a QuickBooks CRM that fits you perfectly. Our expert will work with you to get everything set up just right and customized to your processes, making sure you’re ready to succeed from day one.

Handle your contract, agreements, and payments in one place

Cut the back-and-forth with Method's e-signature feature. Customers can e-sign estimates, invoices, and proposals in a snap, helping your sales team close deals faster. Plus, your sales team can create invoices instantly after capturing e-signatures—no need accessing into your QuickBooks account.

A CRM that works the way you do

Seal the deal quicker with e-signature approvals

Your business isn’t like any other – so let’s make Method a QuickBooks CRM that fits you perfectly. Our expert will work with you to get everything set up just right and customized to your processes, making sure you’re ready to succeed from day one.

When your proposal gets the green light, we’ve got you covered. An invoice is automatically generated and sent straight to your customer’s inbox. They can pay instantly through their 24/7 online portal, and every transaction syncs back to QuickBooks. It’s fast, seamless, and ensures no revenue slips through the cracks.

Automate invoicing and collect payments online

We reduced total hours of work by 55%. This translates to 243 hours saved monthly by implementing Method. We allocated these now "free" hours to more productive tasks like sales, activity tracking, and analytics."

Eric Cresecioni

Director of Information Technology, Reliable Trading Inc.

E-signature capturing is only available on documents, not cheques.

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