Method CRM

Method overview

Method is a CRM and workflow platform built to bi-directionally sync with QuickBooks. Customers, vendors, items, estimates, invoices, and payments can flow between Method and QuickBooks so front-office teams stop emailing accounting for “the latest balance.”

QuickBooks and Xero

Method publicly positions itself as a leading CRM for QuickBooks users and also markets Xero-connected workflows—if you run Xero, validate which objects sync (customers, invoices, items, payments) against Method’s current Xero documentation before you assume parity with the QuickBooks path.

Who it fits

Service companies, wholesalers, and light manufacturers that sell from estimates → invoice → payment in QuickBooks and need lead tracking, scheduling-style apps, or customer portals on top—without adopting NetSuite overnight.

Common use cases

• Quote-to-cash: sales builds estimates that become QB transactions.
• Customer portal: pay invoices or request service online (configuration-dependent).
• Field/service coordination: dispatch lists tied to customers and jobs.
• Lead intake: web forms create CRM + optional QB prep.
• Multi-user access: reps see allowed financial fields without full QB licenses for everyone.
• Email campaigns and follow-ups: keep outreach adjacent to accounting truth when you use Method’s campaign features (plan-dependent).
• Customization projects: Method advertises tailored builds—budget professional services when no-code templates stop short.

Pricing

Method sells per-user subscriptions in editions (CRM, Pro, etc.) with optional industry packs. QuickBooks Online vs. Desktop affects connector features—pricing on method.me. Include implementation time for custom apps if you need bespoke layouts.

Trial and services

Method advertises a no-credit-card trial window (length can change—confirm on signup). Paid customization consultations are part of the vendor story—model services separately from per-seat SaaS if you need bespoke tables or portals.

Integrations

Core is QuickBooks + Gmail/Outlook + Google Calendar; extend via Zapier and Method’s integration toolkit. Payment gateways often flow through QuickBooks Online payments—confirm your merchant setup.

For Xero deployments, walk the connector checklist (customers, invoices, payments, items) with your accountant—conflict rules differ from QuickBooks defaults.

Often compared to Zoho CRM + Books, Jobber + QB, and Odoo for operational SMBs. Validate sync conflict rules with your accountant before go-live.

Method highlights long operating history and large user counts on its homepage—use reference calls in your vertical (field service vs. wholesale) to validate support responsiveness.

Rollout

Map Chart of Accounts permissions, sync existing customers, define estimate/invoice templates, build portal if needed, train sales on when to create QB transactions vs. CRM-only leads.

Customization governance

If you engage Method’s team for bespoke apps, document owners for schema changes—SMB success often fails when five admins each tweak fields without a release cadence.

Verdict

Best-in-class when QuickBooks is financial source of truth and you need CRM + workflow on the same spine. Also evaluate Method when Xero is your ledger and you want the same philosophy—confirm connector fit first.