Method CRM is the #1 CRM for growing businesses that use QuickBooks. It provides powerful two-way synchronization with QuickBooks Online and Desktop, eliminating double data entry and ensuring your customer data is always up to date. Technofog helps you leverage Method CRM's full potential through expert implementation, customization, and ongoing support .
What is Method CRM?
Two-Way QuickBooks Sync
Method CRM was one of the first tools to connect with QuickBooks, and it's still the best. Changes you make in Method automatically show up in QuickBooks and vice versa .
- Real-time synchronization
- No double data entry
- Clean, accurate accounting data
- Works with QuickBooks Online & Desktop
No-Code Customization
Build custom fields, tables, apps, and workflows using a drag-and-drop tool. Method adapts to your business, not the other way around .
- 100% customizable platform
- Create custom applications
- Design customer portals
- Build custom reports
Method CRM Features We Master
Lead Management
Capture, track, and nurture leads. Convert to QuickBooks customers with one click
Estimates & Invoices
Create estimates and invoices without QuickBooks access. Sync automatically
Sales Pipeline
Visual pipeline management, opportunity tracking, stage management
Customer Portals
Self-service portals for customers to view estimates, pay invoices, track support
Email Campaigns
Send individual or mass emails. Sync lists to Mailchimp
Mobile Apps
iOS and Android apps for on-the-go access to CRM and QuickBooks data
Workflow Automation
Automate lead capture, follow-ups, and repetitive tasks
Custom Reports
Create personalized reports to gain insights and drive more sales
Integrations
Connect with Gmail, Outlook, Google Calendar, Zapier (1,000+ apps)
Online Payments
Accept payments via PayPal, Authorize.NET, Intuit QuickBooks Payments
Method CRM Pricing Plans (2026)
Contact Management
$25/user/mo
Lead & customer management, QuickBooks integration, customization, reports
CRM Pro
$44/user/mo
Everything in Contact Management + online portals, enhanced sales processes
CRM Enterprise
$64/user/mo
Financial management, advanced sales pipeline, full feature set
14-day free trial available. Annual billing offers 10% discount .
Why Technofog for Method CRM?
Method CRM Experts
Our consultants specialize in Method CRM implementation and customization. We understand the platform's full capabilities and limitations .
- 50+ Method CRM projects
- QuickBooks integration specialists
- No-code customization experts
Custom Development
Method CRM is highly customizable but it can be complex. We help you build custom apps, fields, and workflows that work for your business .
- Custom app development
- Workflow automation
- Customer portal design
Ongoing Support
Method CRM's support is excellent, but you need a partner who knows your specific implementation. We provide ongoing assistance and optimization .
- Training & onboarding
- Quarterly health checks
- Customization updates
Why Businesses Love Method CRM
Real User Feedback
- "Excellent CRM to customize with great customer support" – 5-star review
- "Only wish we found Method SOONER. WE LOVE IT!" – 5-star review
- "Under promised and OVER delivered!!!" – 5-star review
- "Easy Learning Curve" – 5-star review
- "If you want great customer service, Method is your CRM" – 5-star review
Key Advantages
- Real-time two-way sync with QuickBooks
- No-code customization platform
- Customer portals for self-service
- Excellent customer support team
- Works on all devices – phone, tablet, computer
What to Know Before Implementing Method CRM
Considerations
- Customization can be time-consuming without expert help
- Some users find custom fields complex
- No native VoIP integration (yet)
- Deleting custom fields can break your instance
How Technofog Helps
- We handle all customization for you
- Proper field management & best practices
- Work around limitations with creative solutions
- Training to ensure your team succeeds
Industries We Serve
Manufacturing & Distribution
- Inventory tracking
- Order management
- Customer history
Field Service
- Mobile access for technicians
- Job scheduling
- Customer history on-site
Construction
- Estimates & proposals
- Project tracking
- Client portals
Professional Services
- Time tracking
- Recurring invoices
- Client management
Seamless QuickBooks Integration
Method CRM keeps your data in sync with QuickBooks in real-time. No more double entry .
"We didn't want to move from QuickBooks Desktop Manufacturing. To build out Salesforce to accomplish our goals it was proposed at over $20k plus licensing subscriptions. Nothing else met all of our needs except Method. WE LOVE IT!"
Brooke, Verified Method CRM User
Ready to Transform Your QuickBooks Experience?
Get a free 30-minute consultation with a Method CRM expert. We'll review your needs and provide a clear implementation roadmap no obligation.
📅 Free Method CRM Consultation
Meet one of our Method CRM specialists to discuss your goals, challenges, and how Method can help.
