
Founded in 2010 by Paul Jackson, Method was created after he noticed that many small businesses struggled with rigid software that could not adapt to their unique workflows. Having experienced this problem through his previous business, Jackson set out to build a more flexible solution that would work around the needs of each business. Today, Method is a customizable CRM platform designed mainly for businesses using QuickBooks Online and Desktop. It helps users manage customer relationships, track leads, create estimates and proposals, send invoices, collect payments, and automate everyday business tasks from one place. Its real-time, two-way QuickBooks integration keeps customer and financial information in sync, reducing manual data entry and saving time. Users appreciate its flexible customization options, easy-to-use features, helpful customer support, and ability to connect sales, finance, and operations without relying on multiple disconnected tools.
Founded in 2010 by Paul Jackson, Method was created after he noticed that many small businesses struggled with rigid software that could not adapt to their unique workflows. Having experienced this problem through his previous business, Jackson set out to build a more flexible solution that would work around the needs of each business. Today, Method is a customizable CRM platform designed mainly for businesses using QuickBooks Online and Desktop. It helps users manage customer relationships, track leads, create estimates and proposals, send invoices, collect payments, and automate everyday business tasks from one place. Its real-time, two-way QuickBooks integration keeps customer and financial information in sync, reducing manual data entry and saving time. Users appreciate its flexible customization options, easy-to-use features, helpful customer support, and ability to connect sales, finance, and operations without relying on multiple disconnected tools.
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