{"id":14399,"date":"2021-05-13T16:53:23","date_gmt":"2021-05-13T20:53:23","guid":{"rendered":"https:\/\/www.method.me\/?page_id=14399"},"modified":"2025-12-10T12:58:06","modified_gmt":"2025-12-10T17:58:06","slug":"workflow-automation","status":"publish","type":"page","link":"https:\/\/www.method.me\/crm-quickbooks\/workflow-automation\/","title":{"rendered":"CRM automation"},"content":{"rendered":"\n
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CRM automation made easy<\/h1>\n\n\n\n

Powerful automation that reflects how you do business.<\/p>\n\n\n\n

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Try Method CRM and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n

Want to see it in action first? Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n

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Supercharge your sales process with CRM automation<\/h2>\n\n\n\n
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Stop leads from slipping through the cracks with automated workflows.<\/p>\n<\/div><\/div>\n\n\n\n

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Shorten your sales cycle<\/h3>\n\n\n\n

Get paid faster by empowering your sales team to auto-populate estimates and invoices with customer details from QuickBooks.<\/p>\n\n\n\n

Close sales directly from your inbox<\/h3>\n\n\n\n

Win more deals by adding sales prospects to Method<\/a> CRM without ever having to leave your\u00a0Gmail<\/a>\u00a0or\u00a0Outlook<\/a>\u00a0inbox. Then, watch as your sales and productivity skyrocket.<\/p>\n\n\n\n

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Learn more about Method\u2019s native integrations<\/span> <\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
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Work with our team to customize your CRM<\/h2>\n\n\n\n
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Not a tech guru? No problem. We’ll help you personalize your software exactly how you want.<\/p>\n<\/div><\/div>\n\n\n\n

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Create workflows that mirror your exact process<\/h3>\n\n\n\n

Customizing your CRM to fit your business? That\u2019s where we shine.<\/p>\n\n\n\n

Our team doesn\u2019t just tweak settings\u2014we craft a CRM that works exactly how you need it to, tailored to your exact workflows and goals.<\/p>\n\n\n\n

Let\u2019s build a dashboard that gives you the insights you actually need, so you can stop guessing and start growing.<\/p>\n<\/div>

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Achieve more with the #1 CRM automation tool<\/h2>\n\n\n\n
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Try for free and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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Start building your business instead of just running it<\/h2>\n\n\n\n
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Reach new business milestones with CRM automation that spans across your entire sales process. <\/p>\n<\/div><\/div>\n\n\n\n

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Make collaboration a breeze<\/h3>\n\n\n\n

From automated sales opportunity creation to a full view of previous interactions with a customer, Method<\/a> CRM puts the data you need at your fingertips.<\/p>\n\n\n\n

Eliminate double data entry and manual tasks<\/h3>\n\n\n\n

Work more efficiently with our patented integration that syncs your customers, invoices, payments, and more between Method CRM and QuickBooks in real time.<\/p>\n\n\n\n

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Learn more about why Method is the #1 QuickBooks CRM<\/span> <\/a><\/div>\n<\/div>\n<\/div>
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Get the most out of your marketing efforts<\/h2>\n\n\n\n
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Automate your marketing efforts and convert more leads with Method CRM.<\/p>\n<\/div><\/div>\n\n\n\n

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Marketing workflow automation<\/h3>\n\n\n\n

Boost your marketing campaign success and get more eyes on your business with the help of CRM automation<\/a>.<\/p>\n\n\n\n

Increase repeat business and customer retention<\/h3>\n\n\n\n

Build strong customer relationships with automated follow up emails, CRM portals, and 24\/7 access to customer details.<\/p>\n\n\n\n

Maximize your marketing dollars<\/h3>\n\n\n\n

Use Method CRM\u2019s reusable email templates, activity tracking, and native Mailchimp integration<\/a> to bring leads down the sales funnel quickly. <\/p>\n\n\n\n

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Learn more about email marketing in Method<\/span> <\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
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CRM automation tools for QuickBooks and Xero users<\/h2>\n\n\n\n
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Automate your administrative tasks to maximize your productivity.<\/p>\n<\/div><\/div>\n\n\n\n

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Overcome your automation challenges<\/h3>\n\n\n\n

Here are the top workflows Method helps QuickBooks and Xero users automate:<\/p>\n\n\n\n