Method CRM
So much more than just a CRM. Solutions for every workflow!
Revolutionize how your company uses QuickBooks. No two businesses are identical. Let us customize Method based on your business needs. 100% customizable, with an open API for linking to other apps. Watch Video | Start Free Trial.
Click on the link for a 14 Day Trial plus a 1 hour free Method Support session. No Credit Card required. Should you decide to subscribe, we offer a 25% discount on the 1st year’s subscription.
Method syncs with QuickBooks Desktop & Online versions.
- Sync with QuickBooks in real time.
- Sync emails and appointments with Outlook or Gmail
- Use Dashboards for easy views.
- Track Leads, Customers, Activities, Opportunities & Campaigns.
- Anywhere, anytime access to ALL your data
Plus it has customizable Tables, Fields, Screens & Rules to solve for specific needs such as Field Services, Work Orders, Time Tracking, Weights & Measurements, Warranties & RMAs, Lot # Expiration Dates, Commissions, Royalties & more …
Watch Video | Start Free Trial. Have questions? Contact us.
Review on QB ProAdvisor site:
“Our QuickBooks was not set-up correctly, so we reached out to SBS for help as an interim step before migrating to a more mid-level Accounting system. SBS converted us to a new QB file, helped us work through all prior issues and then introduced us to Method CRM which they customized to address all the issues we thought needed a different Accounting system,. Thanks Paulette, Kathleen and Team!!” – Client Review on QuickBooks ProAdvisor site.