Method — CRM Solution for
QuickBooks Integration
Peak Advisers is proud to be a Method Certified Partner, bringing you the best in customer relationship management (CRM) integrated seamlessly with QuickBooks. With Method, you’ll save time, grow your business, and enhance customer relationships — all while keeping your financials in perfect sync.
Method offers deep, two-way QuickBooks integration that empowers your business to work smarter. Whether using QuickBooks Desktop or QuickBooks Online, Methodsyncs all your data in real time so that you can forget about double data entry and errors.
How Method can change your business
Capture Leads Quickly and Efficiently
Say goodbye to manual lead entry. With Method, you can capture new leads in seconds using web-to-lead forms, email integrations, or import templates. The faster you get leads into your system, the sooner you can work on closing sales.
Keep leads out of QuickBooks: Method allows you to track each lead through the sales pipeline without cluttering your accounting software. Once a lead becomes a customer, syncing with QuickBooks is just one click away.
Create Loyal Customers Through Exceptional Service
Customer service is critical to building long-term relationships. Method gives you a 360-degree view of each customer so your team can anticipate needs, log activities, and manage sales transactions effortlessly.
All customer details in one place: No more digging through emails or spreadsheets. Keep your contact info, sales history, and interactions in a single, easy-to-access system.
Eliminate Double Data Entry
With two-way QuickBooks integration, Method syncs customer and transaction data instantly. This means your team always has the most up-to-date information, reducing errors and time spent entering data in multiple places.
Real-time syncing: When you update customer information or create a new transaction in Method, it automatically syncs with QuickBooks.
Empower Your Sales Team & Get Paid Faster
Enable your sales team to create and send transactions directly from Method without relying on the back office. Customers can pay invoices anytime through built-in customer portals, improving cash flow and customer convenience.
Built-in portals: Customers can access their invoices and make payments 24/7, streamlining your collections process.
Designed for All Versions of QuickBooks
Method is compatible with all versions of QuickBooks Desktop and QuickBooks Online. ProAdvisors highly rate it, and it is the #1 QuickBooks CRM on Apps.com, with over 1,300 five-star reviews.
Easy to start: Sign up, start syncing, and immediately watch your business processes improve.
Pricing & Customization
Pricing for Method starts at $28 per month per user. Method also offers several business-enhancing add-on apps, so you can tailor the CRM to fit your unique needs.
At Peak Advisers, we’re more than just CRM consultants — we’ll make sure the integration between Method and QuickBooks happens quickly and easily. Whether you’re looking to streamline sales, improve customer service, or get paid faster, we’re here to help you make Method work for you.