Method:CRM
Demand Method, Not Madness
Running a small business doesn’t have to feel like chaos. This video introduces Method:CRM, the leading automation tool built specifically for QuickBooks users who want to scale efficiently without drowning in manual work.
Method streamlines your operations — from capturing leads to managing customer data and converting estimates into invoices — all while maintaining a real-time two-way sync with QuickBooks. No more duplicate data entry, lost sticky notes, or disconnected spreadsheets.
With web-to-lead forms, you can automatically collect new leads 24/7 and turn them into opportunities the moment they arrive. The Method Sidebar keeps your workflow in Gmail or Outlook, so you can respond to customers, update records, and view balances without ever leaving your inbox.
Your sales team can issue estimates directly from Method, keeping your accounting data clean while closing deals faster. And when it’s time to get paid, customers can use secure self-serve portals to view, approve, and pay invoices anytime, anywhere.
Ultimately, Method:CRM helps small business owners get out of the weeds and back in the driver’s seat — freeing up time, ensuring data accuracy, and empowering teams to grow efficiently.
👉 Start your free trial today — no credit card or contract required.
Method Partner demo from Method on Vimeo
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Curious how process automation is helping small businesses grow? Download our free whitepaper. To find out if Code Shoppe is a good fit for you and your business, simply complete the contact form below or click "Book a time now!" to schedule a free consultation directly on our calendar.
Business Management Solutions
Invoice Automation
Business Reports
Order Management
QuickBooks Integration
Customer Management
Inventory Management
Field Service Management
Time Tracking
Growing Pains
Your small business is growing and now the processes and systems that worked in the beginning are taking too much time leading to overwhelm, frustration, and human error. If only there was more time in the day to get it all done. We've got good news, there can be! Code Shoppe helps small business owners, like yourself, get time back, increase productivity and customer satisfaction, and position your business for growth.
About
Code Shoppe is a business consulting service for small and medium sized businesses(SMBs). We specialize in process automation and integrating all systems into a single source of truth. We have extensive experience building software that integrates with QuickBooks and offer a free initial consultation.
It’s our mission to help you recapture lost or inefficient time!
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