Get the best Xero CRM on the market
Enhance the power of your Xero account with Method’s flexible automation and two-way sync.
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© 2024 Method Integration
All rights reserved.
The #1 CRM automation tool for Xero users
Method syncs with Xero to securely give your team the data they need, without Xero access.
How will a Xero CRM help my business grow?
Method:CRM's powerful integration with Xero lets you increase efficiency and improve your customer experience.
Automate your lead collection
Nothing’s worse than missed opportunities.
Capture demand with online lead generation forms and set automatic follow-ups to move prospects down the pipeline.
With Method:CRM, no lead gets left behind.
Know every customer
With Method:CRM, you get a 360-degree view of every customer and lead. This includes past interactions, invoice history, contact info, and more!
Better yet, view these details directly from your Gmail or Outlook inbox for heightened productivity.
Offer online portals
Give your customers 24/7 access to view estimates, update information, and pay invoices with Method:CRM .
The best part? Changes to contacts, transaction documents, and payments sync automatically to your Xero account.
Simplify your workflow
Instantly ceate estimates, sales orders, invoices, and more with customer details at your fingertips.
Then, tailor Method:CRM to automate your other day-to-day tasks.
Streamline your business with Method:CRM
Start your 14-day free trial — no credit card, no contract.
Get the best Xero CRM on the market
Enhance the power of your Xero account with Method’s flexible automation and two-way sync.
Automate your lead collection
Nothing’s worse than missed opportunities.
Capture demand with online lead generation forms and set automatic follow-ups to move prospects down the pipeline.
With Method:CRM, no lead gets left behind.
Know every customer
With Method:CRM, you get a 360-degree view of every customer and lead. This includes past interactions, invoice history, contact info, and more!
Better yet, view these details directly from your Gmail or Outlook inbox for heightened productivity.
Offer online portals
Give your customers 24/7 access to view estimates, update information, and pay invoices with Method:CRM .
The best part? Changes to contacts, transaction documents, and payments sync automatically to your Xero account.
Streamline workflows
Instantly ceate estimates, sales orders, invoices, and more with customer details at your fingertips.
Then, tailor Method:CRM to automate your other day-to-day tasks.
Streamline your business with Method:CRM
Start your 14-day free trial — no credit card, no contract.
Full access with unlimited users. 14-day free trial.
Spend your time on valuable projects instead of admin work with Method's two-way, real-time sync with Xero.
You and your team can work directly within Method without going into your Xero account.
Spend your time on valuable projects instead of admin work with Method's two-way, real-time sync with Xero.
You and your team can work directly within Method without going into your Xero account.