Accelo
Professional services automation combining CRM, project management, time tracking, and billing for accounting firms.
Method CRM
Method CRM is a CRM platform designed for businesses running on QuickBooks. Its key feature is a patented two-way sync with QuickBooks Online and Desktop — client data, invoices, estimates, and payments stay current in both systems automatically.
Accounting firms and bookkeeping practices use Method CRM to manage leads, track sales opportunities, create estimates, and automate workflows within the QuickBooks ecosystem. The platform includes customisable dashboards, email campaigns, and online portals where clients can view invoices and make payments. Because data syncs bidirectionally with QuickBooks, changes made in either system are reflected in the other without manual updates.
Method CRM is best suited for firms and their clients that are committed to QuickBooks and want a CRM that integrates deeply with their accounting data. Firms using Xero or other accounting platforms would need a CRM with broader integration options.
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