Method is a customizable CRM for QuickBooks and Xero users. Plans start at $35 per user per month, with a free 10-day trial. Read features and pricing.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Method is a customizable CRM built for businesses that use QuickBooks or Xero for accounting. It supports QuickBooks Online, QuickBooks Desktop and QuickBooks Enterprise, and covers customer management, lead management, estimates, proposals, invoicing and workflow automation in one system. The company describes itself as the number one QuickBooks CRM and cites more than 1,600 five-star ratings.
The pitch is flexibility. Method says most CRMs replace spreadsheets with rigid workflows, while its platform lets teams add invoice fields, adjust job stages and update workflows without breaking the connection to accounting. It reports 18,000 or more users and more than 2 million estimates created, and says it has helped businesses grow for 14 years.
Method connects to QuickBooks through a real-time, two-way sync, which its pricing page attributes to a patented sync engine. Customer data, estimates, invoices and payments stay aligned between the CRM and QuickBooks, and QuickBooks remains the system of record. Method says no third-party connectors are required for this sync and that customization does not break it.
On top of the sync sits a workflow layer. A team can create a quote, convert it to a job, send an invoice and collect payment without re-entering data. Method Pay, a built-in payments option, is described as taking a customer from estimate to paid in one workflow. Customer portals give clients 24/7 access to their own information.
On the sales side, Method offers lead management with web-to-lead forms and activity tracking, estimates with online approvals, and proposals with e-signatures and branding. Its FAQ also mentions reusable templates for quotes, proposals and follow-ups. Invoicing supports payment integrations and online payments, and email campaigns include notifications and analytics.
For operations, the QuickBooks product lists job management, work order management, time tracking, scheduling and dispatching, and a mobile app for iPhone, iPad, Samsung and Android. A multi-entity CRM covers franchises and multi-location businesses. Method AI and the Method API sit under its custom CRM offering, which lets teams shape the system with AI or connect it to an LLM.
Method is a customizable CRM for businesses that use QuickBooks or Xero for accounting. It combines customer management, lead management, estimates, proposals, invoicing and workflow automation, with real-time two-way sync to QuickBooks.
Method lists CRM Quick Start at $35, CRM Pro at $59 and CRM Enterprise at $97 per user per month. A promotion shows 25% off for 3 months with 3 or more users, and annual prepay gives a 10% discount. CRM Multi-entity pricing is not published.
Yes. Method offers a free 10-day trial with no credit card required. The trial starts with CRM Pro features, and CRM Enterprise features can be added for free during the trial.
Yes. Method is built for QuickBooks Online, Desktop and Enterprise, with a real-time, two-way sync. Method says QuickBooks remains the system of record and that no third-party connectors are required for the sync.
Yes. Method offers a Xero CRM with customer management, customer portals, email campaigns, lead management, estimates, invoicing and workflow automation. It uses the Xero API.
Method lists Gmail, Google Calendar, Outlook, payment gateways and Method Pay. It also connects to more than 8,000 apps through Zapier, and offers a Method API for connecting to an LLM.
Method is built for small and mid-sized businesses that rely on QuickBooks or Xero and want a CRM adapted to their own workflows. Industries listed include manufacturing, wholesale and distribution, field services, construction and professional services.
Yes. Method says each team member can be on a different plan so you pay only for the features each user needs. Upgrades apply at any time, while downgrades take effect at the end of the current billing cycle.