Method CRM

What is Method CRM?

Method CRM is a customer relationship management platform designed from the ground up around QuickBooks and Xero integration. When a record changes in Method — a new contact, an invoice marked paid, a price update — it syncs automatically to your accounting software in real time, eliminating duplicate data entry. It's been listed on the QuickBooks App Store as the top-rated CRM integration for over a decade.

Who is it for?

Method is aimed at small and medium-sized businesses that already rely on QuickBooks or Xero as their financial backbone and are frustrated that their CRM and accounting data live in separate silos. It's particularly popular with field service businesses, contractors, and product-based SMBs with a sales team.

Strengths

• Deep QuickBooks sync — bidirectional, real-time sync with QuickBooks Online and Desktop; no manual export/import.
• No-code customization — drag-and-drop screen builder lets you reshape forms and workflows without a developer.
• Customer portal — clients can view estimates, invoices, and pay online without contacting your team.
• Lead and pipeline management — track opportunities through a visual sales pipeline tied directly to customer records.
• Flexible plan mixing — different users can be on different tiers, so you only pay for what each person needs.

What to consider

• The platform is purpose-built for QuickBooks/Xero users; it's far less useful without that integration.
• The UI feels dated compared to modern CRMs and has a steeper learning curve for non-technical users.
• Reporting and analytics are basic relative to competitors at the same price point.

Bottom line

If your business runs on QuickBooks and you're tired of re-entering the same data in two places, Method CRM is the most mature solution available. It's not the slickest CRM on the market, but for accounting-centric workflows it has no close competitor.