Method:CRM
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Location
Headquarters: Toronto, Ontario, Canada, North America
Region: Ontario
Country: CA
Continent: North America
About
Method is a CRM and business process automation platform designed for QuickBooks and Xero users. It offers two-way QuickBooks and Xero integration, workflow automation, and industry-specific CRM capabilities to help manage customers, leads, invoicing, and payments from a single system. The solution targets small to mid-size businesses across manufacturing, warehousing, field services, construction, and IT consulting, primarily serving North American markets. By syncing data with accounting software, Method aims to streamline sales, quotes, and operations without leaving QuickBooks or Xero.
Method is a CRM and business process automation platform designed for small to mid-sized businesses using QuickBooks or Xero. It provides two-way integration with these accounting systems to manage customers, leads, invoicing, and payments within a single interface. The solution targets industries such as manufacturing, construction, and field services by streamlining sales and operational workflo
Method Integration Incorporated
2010
for_profit
active
Industries
Primary Industry: Software
Categories
Funding & Financials
Series A
3200000
under-1m
private
Investors
Founders
Paul Jackson
Leadership
Technology Stack
Products
Method CRM: A customizable CRM platform that automates sales and finance workflows and syncs data bidirectionally with QuickBooks Online and Desktop.
Funding rounds
Series A · $1.53M · (2015-11-01)
Series A · $1.84M · (2014-06-01)
Series A · $3.25M · (2013-02-14) · Lead: Klass Capital