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Method:CRM

By Method:CRM
4.33 out of 5 stars
 3 reviews
Free 14 day trial available
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Turn your leads to profits faster and retain customers with Method. Save time by personalizing your apps to match how you work, and say goodbye to double data entry with a two-way information sync. Nobody syncs with Xero like Method.
Rated
4.3
out of 5
Reviewed by
3
Xero users
Try this app
Free 14 day
trial available
Listed for
2 years
April 2022

Overview

Whether you have one employee or hundreds, Method is the Xero CRM that simplifies your day so you can focus on doing the things that you love.

Tired of managing multiple sources of data? Within minutes of signing up, Method syncs with and centralizes your Xero data so that you can start leveraging powerful sales, marketing, and customer service tools immediately.

Method's real-time sync with Xero keeps your data up to date in both Method and Xero, so that you can build automation and custom apps tailored to the way you work to save time and money.

Learn more about how to grow your businesses with Method:CRM.

Take advantage of your 14-day free trial — no credit card or contract required.

Method:CRM
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Method:CRM + Xero

Our sync engine is at work 24/7 in the background to always keep your information up to date between Method and Xero. Any changes you make in one platform are reflected in the other, so you no longer need to worry about double data entry.

Method does all the mapping for you automatically, so there's no setup or configuration required — its no-code tools make implementation easy. That means you don’t need any technical knowledge to enjoy the benefits Method offers!

Getting started

Visit our help center to learn more about getting started with Xero.

Explore how to setup Method:CRM
Screenshot 1 for app Method:CRM

Reviews & ratings

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4.3 out of 5 stars
3 Reviews

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Most recent reviews

BB
Bethany Bryan
Posted 25 May 2023
3 out of 5 stars

Good but needs a few improvements

I did the free trial and a demo. Really great software and would have probably signed up it it wasn't for the estimates. You can't move the line items of the estimate and for my company that is crucial.

Response from Method:CRM

Hey Bethany, Thanks for sharing your feedback on moving line items on estimates within Method. This feature is on our radar, and we will notify you when it's released. All the best!
EM
Ean Murphy
Posted 30 Sep 2022
5 out of 5 stars

Excellent support

Method has a clean beautiful interface and seems to sync well with Xero. But, it has been the support that got them this 5 star review.
AD
Amy DeVries
Posted 29 Sep 2022
5 out of 5 stars

Excellent - Highly Recommend

This is a wonderful app - needed! It syncs great with Xero, all the information goes over without hesitation, no problems there. Contacts, accounting, etc. It has really good support systems in place, incredible troubleshooting articles when on-boarding, makes it easy. It's very user friendly, straight forward in all areas - invoicing, payments, etc. A great app to help keep all your information where it's needed and helps to make your work life that much easier:) Highly recommend.

Additional info

Shared data

Xero
Method:CRM
Paymentsshared from Xero to Method:CRM and from Method:CRM to Xero
Invoicesshared from Xero to Method:CRM and from Method:CRM to Xero
Contactsshared from Xero to Method:CRM and from Method:CRM to Xero
Accountsshared from Xero to Method:CRM and from Method:CRM to Xero
Quotesshared from Xero to Method:CRM and from Method:CRM to Xero
Tax Ratesshared from Xero to Method:CRM
Itemsshared from Xero to Method:CRM and from Method:CRM to Xero
Currenciesshared from Xero to Method:CRM

Functions

Invoicing and jobsCRM

Industries

Professional servicesAccountingManufacturing

App details

By Method:CRM
Added in 2022

Countries

Canada, United States

Languages

English

Support

Setup walkthroughContact supportsuccess@method.me

Contact

+1 888-925-6238

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14 day free trial available

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.