Method:CRM and QuickBooks - A winning combination

This resembles a marriage made in heaven.

Designed specifically for businesses using QuickBooks for their accounting, Method:CRM enables you to build relationships on every side of the business, streamline processes, close more deals, and generally spend less time on admin and more time growing the business.

Method’s two-way, real-time QuickBooks sync consolidates customer history and accounting data, giving everyone on the team a 360-degree view of every customer.

Method’s sync provides more than just a view of your QuickBooks data — your team is able to edit and add QuickBooks data including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and more all from within Method. Watch the video at the top of the blog for more.

Peak Advisers is a Method Partner now. Contact us and we’ll help you get started with this time-saving app that is sure to give you more time to do the things you really love to do to grow your business.

Here are a few of the benefits of Method:CRM.

• Bring in new business faster
Who has time to manually enter each new lead? From web-to-lead forms to email integrations to import templates, Method:CRM gives you plenty of options to capture new leads quickly. The sooner the leads are in your system, the sooner you can work on closing sales.

• Keep leads out of QuickBooks
Don’t clutter up your accounting software with potential customers. Method is designed to track each lead’s progress through the sales pipeline. Add unlimited contacts, log activities, and create estimates — then, sync converted leads to QuickBooks with the click of a button.

Create loyal customers through incredible service
Customer service can make or break a relationship. That’s why Method gives you a 360-degree view of each customer. With contact details, activities and sales transactions all in one place, your team can anticipate customer needs, follow up regularly, and provide seamless service

Stay up to date without double data entry
Say goodbye to missing data and double entry. Method’s two-way integration with QuickBooks syncs customer and transaction data in real time, so every team member always has an up-to-date view.

Empower your sales team and get paid faster
Employees can send transactions directly from Method:CRM, without relying on your back office. And forget about chasing customers for payment. Instead, customers can view invoices and make payments day or night through Method’s built-in customer portals.

Designed for all versions of QuickBooks
Method works with all editions of QuickBooks Desktop and QuickBooks Online. It’s recommended by ProAdvisors and it’s the #1 QuickBooks CRM on, with over 1,300 five star reviews. Plus, it’s easy to get started — simply sign up and start syncing.