Method:CRM

Method is a CRM built specifically for QuickBooks, with real-time two-way synchronisation to both QuickBooks Online and QuickBooks Desktop. It carries a workflow from lead to estimate to job to invoice to payment without re-entering data, and its central claim is customisation: invoice fields, job stages and approval steps can be changed to match how a business actually operates rather than how a generic CRM assumes it does.

Two-way sync with the desktop product is the specific capability worth noting. A great many established businesses still run QuickBooks Desktop and are poorly served by tools that only speak to the cloud version, and that constraint alone eliminates most of the CRM market for them.

Customisation is presented as the answer to a real complaint. Businesses outgrow spreadsheets and then find that rigid CRM workflows do not reflect their operations, so they keep the spreadsheet alongside the CRM and end up maintaining both. Adapting the tool rather than the business is what stops that.

The vendor states that most customers eliminate double entry and save hours weekly, which is the honest measure for this category. The saving comes from removing a re-keying step rather than from any new capability. That is worth stating plainly, because a business expecting a CRM to generate demand is buying the wrong thing here.