Method CRM + QuickBooks, Done Right:

Build a Real Business Management System

If you’ve ever felt like your business is being held together by a patchwork of spreadsheets, disconnected apps, manual re-keying, and “tribal knowledge,” you’re not alone.

At CodeShoppe.NET, we help businesses replace that patchwork with a single, cohesive business management system—built on the Method CRM platform and tightly integrated with QuickBooks. We’re not just “CRM people.” We’re process and systems people. And we use Method CRM as the foundation to automate operations, reduce friction, and create a true Single Source of Truth across your organization.

If you’re wondering whether Method CRM might be a fit for your business, we’d love to talk.

What is Method CRM?

Most people hear “Method CRM” and assume it’s just a CRM.

In reality, Method CRM is a complete low-code / no-code platform that can be used to build custom applications—especially when you want those applications to stay in sync with QuickBooks.

Here’s what MethodCRM can be in a properly designed solution:

• Data Storage: a structured database for the information that runs your business

• Logic Platform: rules, workflows, automation, approvals, validations, and “if-this-then-that” behavior

• Web Application: a secure, browser-based application your team uses daily

• Customer Portal: let customers view invoices, submit requests, check statuses, and more

• Mobile Application: empower your team in the field (or anywhere)

• Reporting Platform: operational dashboards and visibility into the work

• QuickBooks Sync Engine: keep key records aligned between MethodCRM and QuickBooks

• A complete platform to build your own application: tailored to your exact workflows

• A way to completely automate your business: where repetitive admin work becomes push-button (or fully hands-off)

In short: Method CRM is the platform that turns QuickBooks into a lightweight ERP-style system—without the cost and complexity of a traditional ERP.

Why “Single Source of Truth” Matters

When businesses struggle with systems, the root problem is often the same:

• Sales has one version of the customer.

• Accounting has another.

• Operations has a spreadsheet.

• The owner has a “mental database.”

• And nobody trusts reports because the data lives in too many places.

Our goal is to design your system so you have one dependable version of reality—your Single Source of Truth—where:

• data is captured once,

• processes follow consistent rules,

• automations reduce human error,

• and leadership can finally make decisions based on trusted information.

Your Method CRM Value Added Reseller (VAR)

We are Value Added Resellers of Method CRM. That means we don’t just “sell licenses”—we help you make Method work for your business.

What we do as a Method CRM VAR

• We educate businesses on what’s possible with Method CRM

• We help businesses set up Method CRM the right way (structure first, then screens, then automation)

• We build complex business solutions with Method CRM (not just simple CRM tweaks)

• We provide expert consulting to build complete business management systems using MethodCRM + QuickBooks

• We integrate other platforms into Method CRM and QuickBooks when needed (because real businesses rarely live in only one system)

Experience that matters

• We’ve been using and customizing Method CRM for over 15 years

• We’ve received multiple awards for our work with MethodCRM (including Partner of the Year and Community Service awards)

• We’re a Method CRM Certified Partner

• We’re Advanced Certified in QuickBooks

A different perspective than “just Method”

Method CRM’s in-house team knows Method CRM extremely well. But CodeShoppe.NET brings an additional advantage:

We look at your business as a whole—sales, operations, accounting(QuickBooks), fulfillment, service delivery, reporting, and customer experience—not just the “Method CRM part.”

That “whole-business” perspective is usually where the biggest automation wins are found.

Pricing: Same Licenses, Often More Budget-able Implementations

Method CRM has ongoing monthly user fees, based on the number of users and what each user has access to. In many cases, pricing starts around ~$30/month per user (exact pricing varies by plan and permissions).

Beyond that, there can be one-time costs for:

• implementation,

• configuration,

• customization,

• integrations,

• and training.

Here’s where we’re different:

• We typically work on a project basis, so you get a budget-able fixed price for the entire implementation.

• Our hourly pricing is essentially the same as Method CRM’s in house team.

• And a shared secret: when we deliver a complete project, the resulting effective hourly rate is often significantly less than what you’ll see listed publicly on Method's customization pricing page—because we focus on outcomes, scope, and efficiency.

How We Work (And Why Clients Like This Process)

We keep the process simple, honest, and practical.

1) You reach out

Use any channel—contact form, email, phone, LinkedIn, or smoke signal (okay… maybe not that last one).

2) We schedule a Zoom meeting

We’ll learn:

• how your business operates today,

• what issues you want to solve,

• and what you’ve already tried.

3) If Method CRM isn’t the right tool, we tell you

We won’t force-fit MethodCRM into a problem it can’t solve well.

4) If it is a fit, we show you how we would solve it

We’ll demonstrate how MethodCRM could be used to solve your specific problems—using real workflows, not generic CRM demos.

5) We align on timeline and budget

We will ask:

• What’s your timeline to solve the issues?

• What’s your budget to solve the issues?

If your timeline and budget are reasonably close to what we believe is a realistic ballpark, we’ll suggest moving forward. If not, we’ll tell you that too—before anyone wastes time.

6) We verify the estimate and propose the project

To confirm the ballpark, we usually prepare a written proposal. That step involves real work on our part.

Instead of charging you up-front for that, we ask one simple question:

If our proposal solves the issues and is within the ballpark estimate, do you plan to proceed with the project?

• If your intent is to proceed, we prepare the written estimate/proposal.

• If not, we’ll keep things informal and point you in the right direction.

It’s a fair trade: you get a serious proposal, and we avoid writing “maybe” proposals that never go anywhere.

What Types of Problems Can We Solve With Method CRM?

If your challenges involve any of the following, Method CRM is often a strong contender:

• quote-to-cash automation (quotes → orders → invoices)

• eliminating duplicate entry between departments

• customer onboarding workflows

• job tracking, work orders, and service workflows

• approvals and internal controls

• renewals and recurring billing workflows

• better reporting and real-time dashboards

• customer portals and self-service experiences

• integrating additional systems into a unified process

If you can describe it as “a process we do repeatedly,” there’s a good chance we can automate a meaningful portion of it.

Ready to See If Method CRM Fits Your Business?

If you’re curious whether Method CRM could help you:

• reduce manual work,

• eliminate spreadsheet chaos,

• improve visibility,

• and build a true Single Source of Truth…

…then let’s talk.

Reach out to CodeShoppe.NET and we’ll schedule a short Zoom call to learn about your business and your goals. If Method CRM isn’t a fit, we’ll tell you. If it is, we’ll show you exactly how we’d use it to solve your issues.

Contact us today to explore what’s possible with MethodCRM + QuickBooks.