What Is Method CRM?
Method CRM is the #1 CRM built specifically for QuickBooks users. Unlike generic CRM platforms, Method syncs bidirectionally with QuickBooks in real time — meaning your sales, customer, and financial data stay perfectly aligned without manual imports or duplicate entry.
For growing businesses that rely on QuickBooks as their financial backbone, Method CRM fills a critical gap: it brings customer relationship management, lead tracking, estimates, sales orders, and invoicing into a single workflow that feeds directly into your accounting system.
At Altiro Solutions, we don't just install Method — we configure it to match the way your team actually works. From custom screens and automated workflows to role-based access and approval processes, we build a system that eliminates manual steps and reduces errors.
Our Implementation Process
Every Method CRM implementation starts with a deep understanding of your current workflows. We map your sales process end-to-end, identify bottlenecks and manual handoffs, and design a system that automates the repetitive work your team shouldn't be doing.
Here's how we work:
- Discovery & Process Mapping — We document your current-state workflows across sales, billing, and operations to identify automation opportunities.
- System Design — We design custom screens, fields, workflows, and automations tailored to your team's needs — not a generic template.
- QuickBooks Integration — We configure the bidirectional sync between Method and QuickBooks to ensure financial data flows accurately and in real time.
- Testing & Training — We validate the entire system with your team, train users on the new workflows, and provide documentation.
- Ongoing Support — As your business evolves, we refine and expand your Method CRM setup to match new requirements.
Why Choose Altiro for Method CRM
Most CRM implementations fail because they focus on software features instead of business processes. We take the opposite approach — we understand your operations first, then configure Method CRM to support them.
With over 25 years of experience in accounting technology and business process design, we bring a rare combination of QuickBooks expertise and operational consulting that ensures your CRM isn't just installed — it's adopted and delivering value from day one.
We also specialize in connecting Method CRM with other tools in your stack through Zapier integrations and custom automations, giving you a fully connected business system.