If you thought personalized software was just for enterprises, think again. QuickBooks CRM’s no-code platform lets even the smallest businesses create custom CRM solutions.
100% customizable, 100% code-free
Your business may be small, but your CRM should think big. Here’s how Method empowers small businesses to do their best work.
Meets your unique needs: Use Method’s drag-and-drop tools to create a custom CRM that’s perfect for your processes.
Evolves with your company: Customizing Method as your needs change lets you stick with your CRM instead of outgrowing it.
Built for small business: Move over, enterprise CRMs. The method makes custom software accessible and affordable for small teams.
Unlimited custom CRM solutions
The method can be personalized in any way imaginable to help you run your business better.
Fields, tables, and apps: Track the data that matters to your business.
Workflows: Simplify and automate manual tasks.
Web to lead forms: Capture website visitors as new leads in Method.
Online portals: Provide customers with self-service options.
Transaction templates: Include custom fields, calculations, and conditions.
Reports: See how your business is performing in real-time.
Go beyond CRM
Enhance your productivity by building the tools your business needs to succeed.
Custom transaction templates
Customizing templates in QuickBooks can be a challenge. This is especially true if you need to show industry-specific data like item weights or license numbers.
Create unlimited custom transaction templates in Method
Easily populate the templates with QuickBooks items and prices
Print PDFs or email transactions to customers
Many small businesses struggle to track commissions for sales reps. Whether you’re using workarounds in QuickBooks or formulas in Excel, the process is often manual and time-consuming
Save time by building a custom commission tracker in Method
Set different commission levels per rep or item
Automatically exclude taxes and shipping fees
Online document approval
Nobody wants to spend days playing phone or email tag with customers. But that’s often the reality when you’re trying to follow up on quotes, proposals, or contracts.
Get responses faster by customizing Method’s online portals
Allow customers to view, approve, or comment on documents
Automate follow-up tasks in Method, like creating an invoice
To know more about QuickBooks vs Xero or QuickBooks Contractor visit Apps4Rent.