Method: The Ultimate CRM for QuickBooks and Xero Users to Boost Sales and Streamline Operations

About Method:CRM

As a professional in the field of business automation, I am consistently on the lookout for tools that can streamline operations and enhance productivity. Method stands out as a premier solution for QuickBooks and Xero users, and I am thoroughly impressed by its capabilities.

From the moment you land on the homepage, it’s clear that Method is designed with the user in mind. The intuitive layout and clear navigation make it easy to explore the various features that this powerful CRM offers. The emphasis on boosting sales and maximizing productivity is evident, with tools for lead management, invoicing, time tracking, and job scheduling all seamlessly integrated into one platform.

One of the standout features of Method is its two-way sync with QuickBooks and Xero. This integration not only ensures that your accounting data is secure but also eliminates costly customer mishaps, allowing teams to stay informed and focused on what truly matters. The ability to automate workflows means that businesses can shorten the time from lead to cash, ultimately getting paid sooner and improving cash flow.

The testimonials from satisfied users further reinforce Method's value. Businesses like Fuji Mats and Digital Signage Resolutions have shared their success stories, highlighting how Method has transformed their operations. The flexibility of the platform allows it to adapt to the unique needs of various industries, making it a versatile choice for manufacturers, wholesalers, distributors, and trades contractors.

Moreover, the option to try Method for free, without the need for a credit card, is a testament to the company’s confidence in its product. This risk-free trial allows potential users to experience the benefits firsthand, making it an attractive proposition for small businesses that often feel overlooked in the marketplace.

Method is not just another CRM; it is a comprehensive automation tool that empowers businesses to reclaim their time and focus on growth. With its robust features, user-friendly interface, and proven track record, Method is undoubtedly a game-changer for QuickBooks and Xero users. I highly recommend giving it a try—your business will thank you for it!

CRM Features

• Calendar/Reminder System
• Document Storage
• Email Marketing
• Internal Chat Integration
• Marketing Automation Integration
• Mobile Access
• Quotes / Proposals
• Segmentation
• Social Media Integration
• Task Management

Nonprofit Features

• Accounting
• Donor Management

Financial CRM Features

• Expense Tracking
• Lead Management
• Marketing Management
• Relationship Tracking
• Team Assignments

Construction CRM Features

• Quote Management
• Sales Management
• Scheduling
• Time Management

Contact Management Features

• Activity Management
• Contact Database
• Contact History
• Contact Import/Export
• Customer Pipeline
• Lead Management
• Sales Pipeline Management
• Segmentation