Benefits and Insights

Why use Method CRM?

Key differentiators & advantages of Method CRM

  • Delight Each Customer with Contact Manager - Keeping customers happy takes a lot more than just knowing what their last QuickBooks invoice can tell you. With Method:CRM, you’ll know each customer’s history, plus what they need when they need it so nothing gets missed.

  • Stop Entering Data Twice with QuickBooks Sync - You'll save so much time when your data is all in one place. We sync with QuickBooks better than anyone, and have the patent to prove it. Plus, our industry-leading sync engine is approved by the world-class team at Intuit.

  • 100% Customizable, 100% Code-Free - Method:CRM is a fully customizable drag-and-drop platform. No coding required! That means you get a system that’s just right for the way you get your work done.

  • Pick a Screen, Any Size! - From iOS and Android to your laptop or desktop, you’ll have every customer detail whenever you need it, from wherever you are.  Method is optimized for all devices - from mobile to desktop.
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