Setup, Workflow Design, and Sync Alignment
Method:CRM is built for businesses that rely on QuickBooks but need a structured, reliable way to manage leads, quotes, and customer activity. When configured correctly, it becomes the front end your sales and service teams use every day—without adding extra steps or duplicate entry.
Brandow Consulting helps product-based businesses structure Method around their real workflows, design clean user screens, and ensure the QuickBooks sync behaves predictably.
Method:CRM is different from traditional CRMs because it is designed specifically for QuickBooks. That means:
But Method's default configuration rarely fits a real-world operation. That's where we come in.
We configure Method:CRM so it reflects how your team actually works.
This includes:
Your team should open Method and immediately know what to do next.
We design clear, documented workflows that eliminate confusion and standardize daily operations.
Common workflows include:
Your team gets a consistent, repeatable structure instead of guesswork.
The sync between Method and QuickBooks is the backbone of the system.
We ensure:
This is not accounting work—we ensure sync integrity, not bookkeeping.
Most companies need small adjustments to make Method fit their workflow.
We support:
If your needs go beyond light customization, we coordinate with your developer and guide that process.
If you run Fishbowl Inventory, Method becomes the quoting and communication front end.
We help ensure that:
This reduces errors and provides clearer handoff between sales and operations.
Method:CRM is a good fit if you:
We learn how your team works today and where Method can support your process.
We evaluate your Method setup (if any) and check the current QuickBooks sync structure.
We outline screen layouts, workflows, user paths, and sync considerations.
We implement the necessary Method changes—screens, fields, rules, and workflows.
You test the updated system with your real users, and we refine where needed.
Whether you're setting up Method for the first time or improving an existing configuration, we'll help you build a CRM that supports your daily workflow.
Let's discuss your Method:CRM needs
Our team of experts works closely with you to develop customized strategies that drive success.
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