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.
Company Size
51-200
Company Stage
Series A
Total Funding
$7.6M
Headquarters
Toronto, Canada
Founded
2010
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