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Method: Summary

Method is a business process automation solution designed specifically for users of QuickBooks and Xero. It streamlines operations and enhances customer experience through personalized workflow automation.

Service Name

Method

Industry

Software, Business Process Automation, CRM, Accounting Software Integration

Main Value Proposition

Method helps businesses get paid sooner and improve productivity by automating workflows and enhancing customer interactions.

Description

Method is a business process automation solution designed specifically for users of QuickBooks and Xero. It streamlines operations and enhances customer experience through personalized workflow automation.

Key Features

Instant two-way sync with QuickBooks and Xero; Online payment portals for customers; Flexible automation to prevent bottlenecks; Customizable CRM tailored to business needs

Use Cases

Method is most valuable for businesses that have outgrown the capabilities of QuickBooks or Xero, particularly in manufacturing, wholesale, distribution, and trades contracting.

Competitive advantages

Tailored solutions that adapt to business needs; No credit card required for the free trial, making it accessible for small businesses; Strong customer support and resources for implementation and customization

Strengths

Method's strengths lie in its seamless integration with popular accounting software, its user-friendly interface, and its ability to automate complex workflows.

Positioning

Method positions itself as the leading automation tool for QuickBooks and Xero users, focusing on enhancing business efficiency and customer satisfaction.

Audience

The target users include small to medium-sized businesses, particularly those using QuickBooks and Xero, as well as manufacturers, wholesalers, and contractors.

CTA

Start your free trial today, no credit card required.

Tags
  • Automation

  • CRM

  • QuickBooks

  • Xero

Tagline

Shorten the time from lead to cash

Tone of Voice

Empowering, supportive, innovative

Differentiation

Method uniquely integrates deeply with QuickBooks and Xero, allowing businesses to customize their CRM experience without the limitations of traditional systems.

Brand Positioning

Method's brand identity emphasizes empowerment and efficiency, aiming to transform users into 'heroes' by providing them with the tools to succeed.

Founded

2010-09-01

Founders
  • Paul Jackson