Method CRM

Method CRM is built around a single premise: QuickBooks and Xero handle your books, and Method handles everything else. It combines CRM, workflow automation, and customer-facing portals, with a two-way sync to both QuickBooks Online and QuickBooks Desktop that updates in real time whenever either side changes.

QuickBooks integration

The sync is Method's core differentiator. When a client pays an invoice through their portal, it's marked paid in QuickBooks immediately. When you update item prices or create a new customer record in Method, it flows back. This bidirectional sync covers both QuickBooks Online and QuickBooks Desktop, which is relatively rare — most CRMs only support the cloud version. Xero is also supported.

CRM and workflow automation

Beyond the portal, Method is a full CRM covering the sales cycle from lead capture to final payment. You can send estimates, convert them to work orders, issue invoices, and collect payment without touching QuickBooks directly. The pitch is reducing the manual copy-paste work that happens outside accounting software — logging a call, updating a contact, moving a deal forward.

Workflow automation is a significant part of the product. Method's team will customize automations to your processes, from minor adjustments to larger scoped projects. This is positioned as a differentiator over off-the-shelf CRMs that require you to adapt your process to the software.

Who uses it

Method targets small and mid-market businesses in industries where QuickBooks is standard: construction contractors, field services, manufacturing and wholesale, warehousing and distribution, and IT and consulting. HealthLinc Medical Equipment is among the named customers. These are typically companies with recurring client billing, job-based work orders, or complex order management that outgrows spreadsheets but doesn't need an enterprise ERP.

Pricing

Method offers three tiers, billed per user per month:

• CRM Basic — $35/user/month
• CRM Pro — $59/user/month
• CRM Enterprise — $97/user/month

A 25% introductory discount applies for the first three months on plans with two or more users, bringing those prices to $27, $45, and $73 respectively. Teams with multiple QuickBooks accounts can connect them under a unified dashboard (enterprise tier). Method allows mixing tiers across users, so you can give full-feature access to some team members and basic access to others.

A 14-day free trial is available with no credit card required, starting on CRM Pro with the option to test Enterprise features.

Limitations

Method is purpose-built for QuickBooks and Xero shops. If you're not on one of those platforms, the core value proposition largely disappears — you'd be paying for a mid-tier CRM without the integration that makes it distinctive. The client portal is also narrower than dedicated portal tools: it's focused on invoicing, payment collection, and account history rather than file sharing, project collaboration, or client onboarding workflows. Companies that need a richer client-facing experience beyond billing self-service will likely find it limited.