The only CRM that truly syncs with QuickBooks and Fishbowl in real-time. Build custom workflows, automate processes, and create a single source of truth for your business.
Unlike other CRMs that just "integrate," Method lives inside your QuickBooks data. Changes appear instantly in both systems—no delays, no sync errors, no duplicate data entry.
Every business is unique. Method's no-code platform lets us build exactly what you need—custom fields, workflows, automation, and reports that match your processes.
The deepest QuickBooks integration on the market
See QuickBooks changes instantly in Method and vice versa
Build approval processes, automation, and business rules
Create any report or document from your combined data
Connect inventory data with customer relationships
Full functionality on phones and tablets for field teams
Control who sees what with granular permissions
Method's patented sync technology ensures your data is always accurate:
Data appears in QuickBooks the moment you click save in Method
Automatic checks for QuickBooks changes every 20 minutes
Complete file comparison ensures perfect data integrity
Build custom screens, workflows, and automation tailored to your business processes
Create custom invoices, quotes, contracts, and business intelligence reports
Full setup, data migration, training, and go-live support
Connect Method to other systems via API or custom connectors
Lance Brandow started as Joe Woodard's senior Method developer before founding Brandow Consulting in 2012. This level of expertise is rare in the QuickBooks ecosystem.
Get a custom Method CRM solution that actually works with your QuickBooks and Fishbowl data.
Tell us about your CRM needs
Our team of experts works closely with you to develop customized strategies that drive success.
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