Method CRM is a versatile software designed for small to medium-sized businesses aiming to enhance customer relationship management. Key features include customisation capabilities, seamless QuickBooks integration, and efficient workflow automation, setting it apart as a solution tailored for business success.

What are the main features of Method CRM?

Customisation Capabilities

Method CRM offers an unparalleled level of customisation, allowing businesses to tailor the software according to their specific needs without requiring advanced technical skills.

• Create custom workflows that match your unique business processes.
• Design personalised customer contact forms for efficient data collection.
• Modify dashboards to focus on the analytics that matter most to your company.

Seamless QuickBooks Integration

With seamless integration to QuickBooks, Method CRM synchronises your data, ensuring your team has accurate and up-to-date information without the hassle of manual data entry.

• Automate invoice creation and management directly within the CRM.
• Experience real-time synchronisation of customer and transaction data.
• Easily track payments and account balances without leaving the CRM.

Efficient Workflow Automation

Automate repetitive tasks with workflow automation in Method CRM, allowing your team to focus on what truly matters—building strong customer relationships.

• Set up automatic follow-ups and reminders for client interactions.
• Automate the assignment of tasks to appropriate team members.
• Streamline lead management through automated nurturing processes.