Method CRM
A customizable CRM and workflow automation path for businesses committed to QuickBooks or Xero. Method provides official two-way sync to keep your operations and accounting connected.
Two-Way Sync
Bridging the gap.
You want more operational control, but a full ERP is not the right fit right now or you are committed to QuickBooks or Xero. Method can serve that specific need.
It connects directly to your accounting software and allows us to build the workflows your business actually runs on. Your sales, operations, and books stay in sync.
Method and Odoo are distinct paths and are normally not implemented together. We configure Method to mirror your real-world processes, giving you deep integration while preserving your current accounting setup.
Why Method works
- Two-Way SyncOfficial sync with QuickBooks and Xero. Enter data once, it updates everywhere.
- No-Code CustomizationWe can modify screens, tables, and workflows to match your exact terminology and process.
- Customer PortalsAllow clients to pay invoices, approve quotes, and view their history online.
- Workflow AutomationTrigger emails, update statuses, and create tasks automatically when data changes.
Committed to QuickBooks?
Let's see if Method is the operational bridge your team needs.
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