Method:CRM is the top-rated CRM for small businesses that use QuickBooks. Our native iOS app empowers you to close deals quickly, run your business efficiently, and keep each customer happy, no matter where your day takes you.
The iOS app is free for all users of the Method:CRM web app. Don’t have an account yet? Head to www.method.me and sign up for a free 30-day trial.
MANAGE LEADS OUTSIDE OF QUICKBOOKS
• Add unlimited contacts, record interactions, and assign tasks to teammates
• Create sales opportunities to track potential business
• Convert leads to QuickBooks customers with the click of a button
SIMPLIFY YOUR SALES PROCESS
• Sync data between Method:CRM and QuickBooks in real time
• Create sales and purchase transactions without needing access to QuickBooks
• Process payments instantly within the app
PROVIDE GREAT CUSTOMER SERVICE
• See past interactions, purchase history, and more, all in one place
• Schedule one-time or recurring reminders to follow up
• Send individual or mass emails directly from Method:CRM
A CRM MADE FOR YOU
• Customize your Method:CRM account so it’s perfect for your business
• Access your custom data, workflows and reports in the iOS app
Introduced a new mobile navigation experience
Added a new sign-in page and “Forgot Password” page
Users can now edit portal page screens on mobile
Fixed several mobile layout issues
Fixed an issue where losing internet connection did not allow you to interact with the app
Fixed an issue where uploading images and attachments did not work
Fixed an issue where selecting the help chat icon did not open a chat window
Fixed an issue where using your phone camera caused the app to crash
Fixed an issue where opening the keyboard caused the app to crash
Fixed an issue with the “Print” button on certain screens
Ratings and Reviews
Method deleted my data
I am a CPA and QuickBooks ProAdvisor and until very recently I was an Advanced Method Consultant - that is until Method deleted our company’s data...not once but twice - forcing us to rebuild our data. After that I could not in good conscience recommend Method to any of our clients. Method’s CEO, tried to buy my silence by asking me to sign a non disclosure agreement in exchange for a cash payment, which I refused. People need to know that their data is not safe with this company and that our situation is not an isolated incident.
And to be clear, this was not due to non-payment. Also my data was irretrievably deleted.
Developer Response ,
Hi there – I’m sorry to hear this. When a subscription gets canceled due to non-payment, or any other reason, you may be able to request a restore. Here’s a full article on our help center: https://www.method.me/help/34636-method-faq/304564#how-does-an-account-get-cancelled. Please contact us directly to see how we can help out, and get your account back up and running.
Can't even log in...
Liked the idea of being able to access method while on the go with my phone. Unfortunately I can even log in, and yes my log in information is correct as I go to my computer and enter my credentials and it works fine.
Not sure if the app is even supported anymore? Some fixes would be nice.
Developer Response ,
A key login issue was addressed since this review that likely resolved the issue. If not, or for anything like this, please don't hesitate to reach out to the Method Support team (https://www.method.me/support/) - they are eager to help.
I've been using this for a month now. Amazing! My favorite is the contact screen. Simple. I'm using it more and more each day. All my business related contacts are in Method. I can customize the screen on my laptop, then see the results on my iPhone! Man, I've been waiting for this.
It fully integrates with all versions of QuickBooks. Its fully customizable - and it's accessible in the palm of my hand.
With Family Sharing set up, up to six family members can use this app.