Method

Imagine taking 60 steps just to get from estimate → sales order → invoice 😵‍💫 That was Go Powertrain's reality full of siloed systems, spreadsheets, and manual work. Originally searching for an ERP, they quickly saw how adaptable Method was. By using custom workflows and a tailor-made inventory module to connect sales, inventory, and operations, they eliminated the need for an ERP entirely! Here's what changed: ⚙️ Estimate-to-invoice process cut from 60 steps to just 6 📈 2x inventory fill rate  💪 Stronger post-sale customer service Follow us for more real stories like Aaron’s 🔥

Still dealing with disconnected systems and manual work that are slowing your team down? This session is for you. 🚀 Join @ApprovalMax, @joiinreporting, and Method on April 16 to see how to build an operations and finance tech stack that actually works together. Get clear and reliable visibility to make smarter decisions with confidence. 😎 Register now ➡️ eu1.hubs.ly/H0sX5x20

Still cleaning up spreadsheets after hours? 😬 Method syncs your CRM and QuickBooks so sales and finance can do their own thing without any extra work or messy handoffs 🔥

🚨 1 week away!🚨 When your data lives across multiple systems—especially when you’re managing multiple entities—it gets messy fast.  Join Method, @ApprovalMax , and @joiinreporting on April 16 to learn how to build a tech stack that actually works together, so your team gets clear and reliable visibility to make smarter decisions with confidence 🚀  Register now ➡️ eu1.hubs.ly/H0sX5x20

If you can dream it, we can make it happen 😎🚀 Nothing our team loves more than supporting customers like Cassie to build a CRM they actually love using!

Sales orders shouldn't be this hard 😬 Automate the process with Method to save everyone hours on admin 🔥

When your teams and systems don’t work together, everything slows down. ⚙️ Join Method, @ApprovalMax, and @joiinreporting on April 16 to see how to build a tech stack that helps your business run better. 🔥 What you’ll learn: ✅ How to bring your financial and operational data together so you can make better decisions ✅ How workflow controls help keep your data accurate and reliable ✅ How to build a stack that gives you day-to-day visibility across entities ✅ How AI can help with reporting, analysis, and commentary Save your spot ➡️ eu1.hubs.ly/H0sX5x20

Stop adjusting your processes to fit your CRM 🤔 With Method, customize your CRM so it works the way you do 😎🔥

✅ Extend the power of QuickBooks ✅ Easy customization with a supportive team For Nikolaus, it wasn’t about adding more tools but making the ones he already uses work better. 🔥

Why bother getting a CRM? 🤔⚙️ Ditch the spreadsheets and get your time back with Method 🔥

🚨 Happening this Thursday!🚨 In this live webinar, discover how field service teams can handle more without the chaos this busy season. Join us to learn how to: ✅ Keep every job organized from first request to final invoice 📞 Give dispatchers clear visibility into schedules and job status 📅 Coordinate technicians and field crews more efficiently 💰 Reduce manual admin and get invoices out faster Save your spot: MIurl.cc/rrpqr3OmI

⚡ 30% reduction in work order time 📈 30% increase in deliveries 📊 66% reduction in data collection time HealthLinc Medical Equipment needed a modern way to manage equipment tracking, orders, and customer data so they turned to Method CRM. Together, we built a system that transformed how their team operates 💪

When busy season hits, jobs can get messy fast. 😱 Method connects the entire job lifecycle in one customizable workflow so field service teams can handle more without the chaos. Join our upcoming session to see these workflows in action and get your team ahead before the rush👇 📅 Thursday, March 26, 2026 ⏰ 11:00 a.m. PT / 2:00 p.m. ET Save your spot: MIurl.cc/rrpqr3OmI

Stop doubling your work. 📅 Create custom activities for the work your business actually does—like site visits, installs, or inspections—and Method will automatically sync them to your Google calendar.  No double entry. No missed appointments. #TheresAMethodforThat

📣 Happening today at 2pm ET! Join us for “How to Build Custom Business Systems on a QuickBooks Foundation” and see how Method and QuickBooks helps you extend @QuickBooks with real-time, two-way sync and fully customizable workflows. Register now 👉 intuit.me/49ZQasg

🚨 Happening this Thursday at 2pm ET 🚨  Join our upcoming webinar to see how Method extends @QuickBooks into sales, service, and customer management—with real-time, two-way sync. Build custom workflows that fit how your clients actually work, without leaving QuickBooks. Register now ➡️ intuit.me/49ZQasg

90 days overdue and still no payment. Now what? 😬 Basic reminders aren’t cutting it. With Method, you can build custom escalation rules—flag accounts, trigger next steps, even pause sales to delinquent customers. Stop chasing. Start taking action. 🔥 #TheresAMethodforThat

Getting started on Method or want to see it in action? 🚀 Join our team every Tuesday at 1PM ET for a free interactive workshop to help you hit the ground running. What we’ll cover: - Personalizing your Method account - Getting a complete view of your contacts in one place - Quick automations - A live Q&A with Method product experts Join an upcoming workshop 👉 MIurl.cc/p5MzRzamI

How easy is it to see your daily priorities at the start of each day? 📝 Some of you hit the ground running while others are left digging for information. We asked our community during a recent webinar and out of 74 respondents, here were the results. Where do you fall?👇