Method Integration

Method Integration

Customizable CRM integrated with QuickBooks

Overview

Method Integration provides a customizable customer relationship management (CRM) platform designed for small businesses, with built-in integration to QuickBooks. The product allows users to tailor the CRM to their needs by adjusting fields, workflows, and dashboards, and it synchronizes data with QuickBooks so that sales activities, invoices, and financial information stay connected between the two systems. This focus on customization and seamless QuickBooks integration helps small businesses manage leads, customers, and repeat sales more efficiently. Compared with competitors, Method Integration targets small businesses by offering strong, easy-to-implement integration with QuickBooks and a platform that can be adjusted to fit specific processes, rather than a one-size-fits-all solution. The company’s goal is to help small businesses grow by simplifying customer management and ensuring financial data stays aligned across tools.

About Method Integration

Simplify's Rating
Why Method Integration is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Enterprise Software

Company Size

51-200

Company Stage

Series A

Total Funding

$7.6M

Headquarters

Toronto, Canada

Founded

2010

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Simplify's Take

What believers are saying

  • August 2026 Claude integration unlocks AI-assisted CRM workflows for customers.
  • March 2026 release notes added scheduling, editable grids, and multi-entity audit archives.
  • Repeat-purchase portals and multi-entity support expand upsell potential inside existing accounts.

What critics are saying

  • Method’s QuickBooks dependence leaves it exposed if Intuit changes partner priorities.
  • Capterra reviews cite one-year customization delays and unusable implementations.
  • HubSpot, Zoho, Salesforce, and ClickUp offer broader ecosystems and lower switching friction.

What makes Method Integration unique

  • Intuit Platinum Partner status in October 2025 deepens QuickBooks distribution.
  • Method’s real-time two-way QuickBooks sync unifies sales, service, and finance.
  • Method Enhancements gives fast, transparent customizations built directly on live customer data.

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Funding

Total Funding

$7.6M

Below

Industry Average

Funded Over

4 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Below Average

Industry standards

$15M
$1.5M
Method Integration
$5M
ByteDance
$8.2M
Discord
$15M
Canva
$30M
Kalshi

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Flexible Work Hours

Hybrid Work Options

Meal Benefits

Professional Development Budget

Training Programs

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

3%

2 year growth

0%
Method CRM
Nov 5th, 2025
Introducing Method Enhancements: CRM customization made easy

Introducing Method Enhancements: CRM customization made easy. Over the past year, Method Integration Inc. has been piloting and refining a new approach to customizing CRM workflows for businesses with unique needs. Now, Method Integration Inc. is excited to make it official and introduce Method Enhancements. It's a way to get ongoing access to customization experts and adapt your CRM to your evolving business needs - with completely transparent pricing, fast implementation, and industry-specific expertise to guide you along the way. Every month, businesses approach Method with hundreds of unique requests, asking "Can Your CRM do X?" Sometimes, it's as simple as "can your CRM hide these menu options from the mobile app?" Other times it's more complex, like "can your CRM auto-calculate and show margins while we create a quote?" Every now and again, it's something like "can your CRM connect to my inventory management API?" Method Experts say yes to the overwhelming majority of customer requests And over half of your requests can be implemented in less than a day, usually hours. Now, with Method Enhancements, you can make your CRM match the workflows of your business that much faster, no matter how unique or how challenging they may be. What makes Enhancements unique. The truth is, many businesses who find success with Method have been burned by other CRMs or ERPs. That's because the *real* test of a CRM doesn't start in the honeymoon phase, when you're uploading new lead lists or mapping out a workflow. When you suddenly need to restrict data that field reps access... when you want to auto-attach T&Cs to estimates and invoices... when you need custom pricing rules for different customers... when you want to process refunds through a customer portal... when you need to track warranty information along with your item list... ... essentially, when your needs fall outside of a cookie-cutter system, only to be told "No, that can't be done," or "Yes, but get ready for a $10k+ sticker shock." That's why Method Integration Inc. wanted to make Method Enhancements different. Instead of surprises and limitations, you get: * Customizations that stick because everything Method Integration Inc. build runs on your real data, right inside Method. * Guidance that matters from experts who know your industry as well as they know Method's platform. * Control you can trust with transparent, upfront pricing. So when your business outgrows "off-the-shelf," you don't hit that wall. Here's why: Method Enhancements by Method Experts. Behind every great customization is a real person who knows your business inside and out. Its team of Method Experts has spent the past 15 years helping thousands of businesses automate, adapt, and say "yes" to workflows that once seemed impossible. Below are just a few of the specialists who make it happen - each with their own industry focus and hundreds of successful builds under their belt. Beyond working with a dedicated team, Method Enhancements are unique in three ways: 1. Instant implementation. Most CRMs force you into drawn-out projects and five-figure "go-live" fees before you ever see value. Method works differently. Because it's built directly on top of your general ledger - QuickBooks Online, QuickBooks Desktop, or Xero - your real data is already there from day one. That means when a customization specialist makes changes to your account, you can start using them immediately. No migration headaches, no endless configuration, no waiting six months for ROI. Just practical improvements you can put to work the same day they're built. 2. Industry expertise. Every industry has quirks that make or break your processes. A painting contractor needs to track labor hours by crew; a distributor needs custom pricing rules for different customers; a field service business needs mobile reps to see only the jobs that matter. That's why Method Enhancements pair you with a specialist who not only knows the platform inside and out, but also understands the realities of your industry. Its experts have built workflows for contractors, manufacturers, distributors, IT pros, and beyond. They know the shortcuts, the pitfalls, and the "must-haves" unique to your business model. Which means instead of generic advice, you get a roadmap that feels tailor-made for the way you work. 3. Transparently priced. The CRM and ERP industry is rife with aggressive sales tactics. Businesses get locked into exorbitant implementation projects, their data gets held hostage, and pricing is kept deliberately opaque, so it's difficult to shop around. Method Integration Inc. is flipping the script on this at Method, making Enhancement pricing super simple to understand. See what your CRM can say yes to: The above plans can be added on to your existing Method subscription. The best way to get acquainted is to book a free hour with one of its specialists. Customization Awards: Nominate your or others' best customizations. To close out the year, on Tuesday, December 17th, Method Integration Inc.'ll also be hosting Customization Awards - a live webinar that looks back on the best (and boldest) customizations its customers and partners brought to life. Think of it as part recap, part celebration, and part game show. And you're invited! * Nominate a customization. Submit your favorite workflow or automation built with Method: what the customization was, why it mattered, and the impact it had. This can be something that was built for your business, or, if you are a Method partner, it could be something that you've built for someone else. The nominations are open now. * Its senior customization specialists will review and vote. Seasoned Method experts will shortlist the most impactful, creative, and industry-specific examples. * Celebrate together. At the virtual event, Method Integration Inc.'ll showcase these stories, highlight partners who helped make them happen, and hand out awards across categories. Method Integration Inc.'ll be celebrating the clever fixes, the "why didn't we think of that" ideas, and the small changes that made a big difference. The time-savers that turned four-hour tasks into five-minute wins. The industry-specific workflows so sharp they could only come from someone who really knows their craft. The creative builds that pushed Method in new directions. And, of course, the partnerships that made those wins possible. It's a chance to showcase your business, celebrate your team, and inspire other Method users - all while having some fun and maybe even winning prizes. Ready to say yes? Your business isn't one-size-fits-all, and your CRM shouldn't be either. With Method Enhancements, you get the freedom to shape your workflows around the way you actually work - without hidden fees, endless implementation projects, or cookie-cutter limitations. Whether you start with a free customization hour, take on the "Can Your CRM Say Yes?" Challenge, or join Method Integration Inc. for the year-end Customization Awards, this is your chance to see what a CRM can do when it finally bends to your business.

Method CRM
Oct 16th, 2025
Method Named Intuit Platinum Partner, Expands Support for Intuit Enterprise Suite and Multi-Entity Customers with Launch at Intuit Connect

Method named Intuit Platinum Partner, expands support for Intuit Enterprise Suite and multi-entity customers with launch at Intuit connect. Toronto, ON - October 16, 2025 - Method, a top-rated CRM integration for QuickBooks customers, today announced it has become an Intuit Platinum Partner, the highest tier in the Intuit App Partner Program. This designation reflects Method's long-standing commitment to helping small and mid-sized businesses (SMBs) thrive with QuickBooks, while introducing new functionality to support scaling Intuit Enterprise Suite customers with multi-entity, multi-location and franchise needs. For over a decade, Method has partnered with Intuit to serve thousands of SMBs across industries, delivering a customizable CRM that integrates seamlessly with QuickBooks. The Platinum Partner designation marks a milestone in that journey, underscoring Method's proven impact and continued innovation for the QuickBooks ecosystem. Recognized Partnership, New Capabilities QuickBooks has long been the backbone of SMB financial management, and Method's real-time, two-way sync has extended its value to sales, service, and customer management. With its new Platinum Partner status, Method is doubling down on its role in the Intuit ecosystem - bringing enhanced solutions for businesses that are scaling operations, entities, or locations. Intuit Enterprise Suite customers can now leverage Method to: * Manage multiple entities, locations, or franchises with centralized customer, sales, and billing data. * Eliminate inefficiencies with automated quoting, order management, and invoicing that syncs directly to Intuit Enterprise Suite, including support across multiple locations and entities. * Adapt quickly to growth with customization delivered by its team and done closely with you, evolving with your business without ERP complexity or cost. * Multiple company files are linked with one consolidated operational and CRM data view via Method, all aligned with the functionality of Intuit Enterprise Suite. * Solve the governance permission headaches of mulit-location growth with super admin roles that provide one point of control across entities, users, and employees Commitment to SMBs at Every Stage of Growth "Becoming an Intuit Platinum Partner is both an honor and a responsibility," said Paul Jackson, Founder and CEO of Method. "It reflects the success of our ongoing partnership with Intuit to support SMBs, from their earliest days to the complexities of scaled, multi-entity operations. With Intuit Enterprise Suite alignment, Method is ensuring that customers can easily continue their growth journey with Intuit and Method, avoiding business disruption that can come from moving to heavy and complex ERP platforms." About Method Method is the leading CRM for QuickBooks users, trusted by thousands of businesses to manage sales, service, and operations with efficiency and ease. With real-time two-way QuickBooks sync, automation, and unique customization capabilities, Method helps SMBs scale smarter - whether they're running a single location or managing multiple entities. About Intuit App Partner Program Intuit's new App Partner Program reflects its continued investment in partner success, offering enhanced support, data access, and business-building resources based on partner needs and maturity. By aligning with this initiative, Method reinforces its commitment to helping growing small and mid-market businesses streamline workflows, manage finances more efficiently, and thrive in today's digital economy. Learn more about Intuit's App Partner Program here.

Method CRM
Dec 1st, 2023
2023 year in review: Method's top product updates

Method Integration Inc. is thrilled to announce its new repeat purchase functionality in the Method customer portal.

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