Running a small business doesn’t have to feel like chaos. This video introduces Method:CRM, the leading automation tool built specifically for QuickBooks users who want to scale efficiently without drowning in manual work.
Method streamlines your operations — from capturing leads to managing customer data and converting estimates into invoices — all while maintaining a real-time two-way sync with QuickBooks. No more duplicate data entry, lost sticky notes, or disconnected spreadsheets.
With web-to-lead forms, you can automatically collect new leads 24/7 and turn them into opportunities the moment they arrive. The Method Sidebar keeps your workflow in Gmail or Outlook, so you can respond to customers, update records, and view balances without ever leaving your inbox.
Your sales team can issue estimates directly from Method, keeping your accounting data clean while closing deals faster. And when it’s time to get paid, customers can use secure self-serve portals to view, approve, and pay invoices anytime, anywhere.
Ultimately, Method:CRM helps small business owners get out of the weeds and back in the driver’s seat — freeing up time, ensuring data accuracy, and empowering teams to grow efficiently.
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Simply put, Method is a Low Code No Code Platform first. Secondly, it’s a CRM. Businesses and Non-profits that use Method typically do so to either streamline their operations and grow sales.
It’s incredibly extensible, easy to use, cost effective, and can be customized into a complete ERP. This is especially true because it's so tightly woven with QuickBooks. When you open a new Method account it must connect to a QuickBooks account and much of the data in QuickBooks becomes immediately available for reporting and building your system into an ERP like solution. It’s also important to understand that Method is usually configured to have data syncing back and forth between QuickBooks and Method. This means that your system is operating on the principle of a single source of truth.
To get a better sense of the platform and how it all comes together it is helpful to understand that part of Method’s platform is the Method marketplace. This marketplace is made up of what Method calls app packs. An app pack is a collection of prebuilt Method apps. A Method app is a collection of Method screens built around a common theme and common data. There are two ways to add functionality to your account. The first is by installing an app pack and the second is by building your own apps from scratch.
Sometimes Method is referred to as MethodCRM. When you create a new trial account it comes preloaded with the Contact Management and Sales app packs. With these installed Method becomes a fully featured CRM hence sometimes calling itself MethodCRM rather than just Method.
Does your business need to streamline? How about sales growth? Interested in how Method can improve your business?
Curious how process automation is helping small businesses grow? Download our free whitepaper. To find out if Code Shoppe is a good fit for you and your business, simply complete the contact form below or click "Book a time now!" to schedule a free consultation directly on our calendar.
Your small business is growing and now the processes and systems that worked in the beginning are taking too much time leading to overwhelm, frustration, and human error. If only there was more time in the day to get it all done. We've got good news, there can be! Code Shoppe helps small business owners, like yourself, get time back, increase productivity and customer satisfaction, and position your business for growth.
Code Shoppe is a business consulting service for small and medium sized businesses(SMBs). We specialize in process automation and integrating all systems into a single source of truth. We have extensive experience building software that integrates with QuickBooks and offer a free initial consultation.
It’s our mission to help you recapture lost or inefficient time!