# Method CRM Services

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**Method CRM + QuickBooks, Done Right:**

**Build a Real Business Management System**

If you’ve ever felt like your business is being held together by a patchwork of spreadsheets, disconnected apps, manual re-keying, and “tribal knowledge,” you’re not alone.

At CodeShoppe.NET, we help businesses replace that patchwork with a single, cohesive business management system—built on the **Method CRM** platform and tightly integrated with **QuickBooks**. We’re not just “CRM people.” We’re process and systems people. And we use Method CRM as the foundation to automate operations, reduce friction, and create a true **Single Source of Truth** across your organization.

If you’re wondering whether Method CRM might be a fit for your business, we’d love to talk.

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**What is Method CRM?**

Most people hear “Method CRM” and assume it’s just a CRM.

In reality, **Method CRM is a complete low-code / no-code platform** that can be used to build custom applications—especially when you want those applications to stay in sync with QuickBooks.

Here’s what MethodCRM can be in a properly designed solution:

- **Data Storage**: a structured database for the information that runs your business
- **Logic Platform**: rules, workflows, automation, approvals, validations, and “if-this-then-that” behavior
- **Web Application**: a secure, browser-based application your team uses daily
- **Customer Portal**: let customers view invoices, submit requests, check statuses, and more
- **Mobile Application**: empower your team in the field (or anywhere)
- **Reporting Platform**: operational dashboards and visibility into the work
- **QuickBooks Sync Engine**: keep key records aligned between MethodCRM and QuickBooks
- **A complete platform to build your own application**: tailored to your exact workflows
- **A way to completely automate your business**: where repetitive admin work becomes push-button (or fully hands-off)

In short: **Method CRM is the platform that turns QuickBooks into a lightweight ERP-style system**—without the cost and complexity of a traditional ERP.

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**Why “Single Source of Truth” Matters**

When businesses struggle with systems, the root problem is often the same:

- Sales has one version of the customer.
- Accounting has another.
- Operations has a spreadsheet.
- The owner has a “mental database.”
- And nobody trusts reports because the data lives in too many places.

Our goal is to design your system so you have one dependable version of reality—your **Single Source of Truth**—where:

- data is captured once,
- processes follow consistent rules,
- automations reduce human error,
- and leadership can finally make decisions based on trusted information.

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**Your Method CRM Value Added Reseller (VAR)**

We are **Value Added Resellers of Method CRM**. That means we don’t just “sell licenses”—we help you make Method _work_ for your business.

**What we do as a Method CRM VAR**

- **We educate businesses on what’s possible with Method CRM**
- **We help businesses set up Method CRM** the right way (structure first, then screens, then automation)
- **We build complex business solutions with Method CRM** (not just simple CRM tweaks)
- **We provide expert consulting** to build complete business management systems using MethodCRM + QuickBooks
- **We integrate other platforms** into Method CRM and QuickBooks when needed (because real businesses rarely live in only one system)

**Experience that matters**

- We’ve been using and customizing **Method CRM for over 15 years**
- We’ve received **multiple awards** for our work with MethodCRM (including **Partner of the Year** and **Community Service** awards)
- We’re a **Method CRM Certified Partner**
- We’re **Advanced Certified in QuickBooks**

**A different perspective than “just Method”**

Method CRM’s in-house team knows Method CRM extremely well. But CodeShoppe.NET brings an additional advantage:

We look at your business as a whole— **sales, operations, accounting(QuickBooks), fulfillment, service delivery, reporting, and customer experience**—not just the “Method CRM part.”

That “whole-business” perspective is usually where the biggest automation wins are found.

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**Pricing: Same Licenses, Often More Budget-able Implementations**

Method CRM has ongoing monthly user fees, based on the number of users and what each user has access to. In many cases, **pricing starts around ~$30/month per user** (exact pricing varies by plan and permissions).

Beyond that, there can be one-time costs for:

- implementation,
- configuration,
- customization,
- integrations,
- and training.

Here’s where we’re different:

- We typically work **on a project basis**, so you get a **budget-able fixed price** for the entire implementation.
- Our hourly pricing is essentially the same as Method CRM’s in house team.
- And a shared secret: **when we deliver a complete project, the resulting effective hourly rate is often significantly less than what you’ll see listed publicly on Method's customization pricing page**—because we focus on outcomes, scope, and efficiency.

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**How We Work (And Why Clients Like This Process)**

We keep the process simple, honest, and practical.

**1) You reach out**  
Use any channel—contact form, email, phone, LinkedIn, or smoke signal (okay… maybe not that last one).

**2) We schedule a Zoom meeting**  
We’ll learn:

- how your business operates today,
- what issues you want to solve,
- and what you’ve already tried.

**3) If Method CRM isn’t the right tool, we tell you**  
We won’t force-fit MethodCRM into a problem it can’t solve well.

**4) If it _is_ a fit, we show you how we would solve it**  
We’ll demonstrate how MethodCRM could be used to solve your specific problems—using real workflows, not generic CRM demos.

**5) We align on timeline and budget**  
We will ask:

- **What’s your timeline** to solve the issues?
- **What’s your budget** to solve the issues?

If your timeline and budget are reasonably close to what we believe is a realistic ballpark, we’ll suggest moving forward. If not, we’ll tell you that too—before anyone wastes time.

**6) We verify the estimate and propose the project**  
To confirm the ballpark, we usually prepare a **written proposal**. That step involves real work on our part.

Instead of charging you up-front for that, we ask one simple question:

> If our proposal solves the issues and is within the ballpark estimate, do you plan to proceed with the project?  
- If your intent is to proceed, we prepare the written estimate/proposal.
- If not, we’ll keep things informal and point you in the right direction.

It’s a fair trade: you get a serious proposal, and we avoid writing “maybe” proposals that never go anywhere.

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**What Types of Problems Can We Solve With Method CRM?**

If your challenges involve any of the following, Method CRM is often a strong contender:

- quote-to-cash automation (quotes → orders → invoices)
- eliminating duplicate entry between departments
- customer onboarding workflows
- job tracking, work orders, and service workflows
- approvals and internal controls
- renewals and recurring billing workflows
- better reporting and real-time dashboards
- customer portals and self-service experiences
- integrating additional systems into a unified process

If you can describe it as “a process we do repeatedly,” there’s a good chance we can automate a meaningful portion of it.

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**Ready to See If Method CRM Fits Your Business?**

If you’re curious whether Method CRM could help you:

- reduce manual work,
- eliminate spreadsheet chaos,
- improve visibility,
- and build a true Single Source of Truth…

…then let’s talk.

**Reach out to CodeShoppe.NET** and we’ll schedule a short Zoom call to learn about your business and your goals. If Method CRM isn’t a fit, we’ll tell you. If it is, we’ll show you exactly how we’d use it to solve your issues.

**Contact us today** to explore what’s possible with MethodCRM + QuickBooks.

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_Curious how process automation is helping small businesses grow? [Download our free whitepaper](https://lp.constantcontactpages.com/sl/iT2Reft/FromWebsite)._