Method: CRM for QuickBooks and Xero

Method is a robust Customer Relationship Management (CRM) tool tailored specifically for businesses leveraging QuickBooks and Xero. The software provides a suite of features aimed at improving overall operational efficiency and productivity. Key functionalities include lead management, which allows businesses to track potential customers throughout their journey. The invoicing feature simplifies billing processes, ensuring timely payments. With integrated time tracking, users can monitor hours worked on various projects, enhancing accountability and resource allocation.

Furthermore, Method excels in work order management, enabling businesses to handle tasks and jobs effectively, from initiation to completion. Automated job scheduling enhances productivity, allowing teams to manage their workloads with ease. This ensures that resources are allocated efficiently, minimizing downtime.

A standout aspect of Method is its seamless integration with QuickBooks and Xero, providing two-way data synchronization. This feature ensures that all customer interactions, payment records, and estimates are updated in real-time, empowering businesses to manage their finances more effectively. Online portals allow customers to view and settle payments, improving cash flow and reducing friction in transactions.

Method primarily targets manufacturers, wholesalers, distributors, and trades contractors. By focusing on automating operations and enhancing customer experiences, it allows businesses to shorten the time from lead to cash, ultimately improving their financial performance.