Accelo
Professional services automation combining CRM, project management, time tracking, and billing for accounting firms.
Method CRM
Website: www.method.me
Method CRM at a glance
- Best for
- QuickBooks-committed firms and their clients
- Pricing model
- Per user per month, tiered by feature set
- Deployment
- Cloud
- Regions
- US, CA, AU, UK
- Key integrations
- QuickBooks Online, QuickBooks Desktop, Gmail, Outlook
Last reviewed . Pricing and features change frequently — confirm current details with the vendor.
Method CRM is a CRM platform built for businesses running on QuickBooks, with a two-way sync keeping customers, invoices, estimates, and payments current in both systems.
How accounting firms use it
Two distinct uses arise. Firms recommend it to clients whose sales activity is disconnected from their accounting — where quotes are tracked in spreadsheets, converted to invoices manually, and reconciled later. Bidirectional sync removes that gap and, with it, a recurring source of discrepancies the firm would otherwise unpick.
Some firms also use it internally for their own pipeline, particularly bookkeeping practices whose own books are in QuickBooks. That said, practice management platforms increasingly include CRM functionality, so the internal case is weaker than it once was.
Key features
The two-way QuickBooks sync covers customers, invoices, estimates, and payments across both Online and Desktop, with Desktop support being unusual among cloud CRMs.
Lead and opportunity management tracks pipeline through to conversion, with estimates created in the CRM flowing into QuickBooks as invoices on acceptance.
A no-code customisation layer allows fields, screens, and workflows to be modified without development. Client portals let customers view invoices and pay online, and email integration works with Gmail and Outlook.
Who it’s best for
Businesses committed to QuickBooks that need CRM integrated with their accounting data, and the accounting firms advising them — particularly clients still on QuickBooks Desktop with few cloud CRM options.
Clients on Xero or other platforms need a CRM with broader integration. Firms wanting CRM inside practice management should look at Karbon or Canopy, and larger clients with complex sales operations will need HubSpot or Salesforce.
Method CRM FAQ
- How does the two-way QuickBooks sync work?
- Customers, invoices, estimates, and payments sync in both directions, so a change made in either system appears in the other without re-entry. Most CRMs push data one way into accounting; bidirectional sync means sales staff can work entirely in the CRM while the books stay accurate, which is the product's central claim.
- Does it work with QuickBooks Desktop?
- Yes, both Desktop and Online. Desktop support is comparatively rare among cloud CRMs and is often the reason clients still on Desktop choose it — their alternative is usually manual double entry.
- Can it be customised without a developer?
- Yes. Fields, screens, and workflows can be modified through a no-code editor, which is unusual at this price point. Clients with unusual sales processes can shape it to fit rather than adapting their process to the software.
- What if a client is on Xero?
- It is built specifically around QuickBooks and is not the right choice for Xero-based clients, who should look at CRMs with broader accounting integration or use Xero's own app marketplace. The QuickBooks focus is the product rather than a limitation to work around.
Method CRM Alternatives
Other crm tools for accounting firms, ordered by how much of Method CRM's functionality they cover.
Microsoft Dynamics 365
Enterprise ERP and CRM suite from Microsoft with financials, supply chain, sales, and customer service for mid-to-large accounting firms.
HubSpot
All-in-one CRM, marketing, and sales platform. Accounting firms use it for lead tracking, email marketing, and pipeline management.
Salesforce
Leading CRM platform used by accounting firms to manage client relationships, track business development, and automate marketing.