Company Research Report: Method Integration

Company Overview

• Name: Method Integration Inc.

• Mission of the Company: At Method, we believe in providing small businesses with enterprise-level benefits at a price they can afford. Our core mission is to offer fully customizable software solutions that streamline business operations, ensuring nothing slips through the cracks.

• Founded: No information is available

• Founders: No information is available

• Key People in the Company:

• Paul - Founder & CEO

• Mike - Director of Product

• Justin - Chief of Staff

• Kaitlin - Director of Growth Marketing

• Nelson - Director of Professional Services

• Headquarters: Downtown Toronto, Ontario, Canada, located in the King West neighborhood.

• Number of Employees: No information is available

• Revenue: No information is available

• Known For: Method is known for its CRM solutions that integrate deeply with QuickBooks and Xero, providing two-way data synchronization to improve the efficiency and accuracy of business operations for small to medium enterprises.

Products

QuickBooks CRM

• Description: A CRM tool designed to integrate seamlessly with QuickBooks, providing instant two-way synchronization to manage customer relationships effectively.

• Key Features:

• Two-way QuickBooks sync

• Accounting data sharing

• Secure data management

Xero CRM

• Description: Similar to QuickBooks CRM, this tool offers comprehensive integration capabilities with Xero, enabling businesses to manage their financial and customer data seamlessly.

• Key Features:

• Two-way Xero sync

• Real-time data access

• Streamlined operations

Portals

• Description: Portal solutions that allow customers to self-serve, making payments, approving estimates, and communicating with the business.

• Key Features:

• Customer self-service

• Secure transactions

• Simplified user experience

Integrations

• Description: Method supports a wide range of integrations, making it adaptable to various business needs, especially those centered around QuickBooks and Xero.

• Key Features:

• Customizable integrations

• Multi-platform compatibility

Lead Management and Customer Management

• Description: Comprehensive tools to manage leads and customer data effectively.

• Key Features:

• Automated lead nurturing

• Detailed customer profiling

• Efficient contact management

Recent Developments

October 2024 Updates

• Proposals:

• Improved preview, editing, and duplication processes for engagement letter templates. Expiration date and status pills added for offers.

• Estimates:

• New error handling implemented for SMS messages exceeding 160 characters.

• Payments:

• Enhanced error handling for SMS-related issues.

• Opportunities:

• Usability improvements in reorder functionalities on the customer portal.

• Sales Orders and Work Orders:

• Added SMS error handling features for communication of over 160 characters.

Partnerships

• Method:Partner Program:

• The program fosters partnerships with small business advisors who specialize in Method CRM customization, technology setup and management, API and integration, increasing productivity, and boosting profitability through enhanced workflows.

Fixes and Improvements

• Various Grid and Chart Improvements:

• Addressed UI issues, enhanced grid spacing, optimized search functionality, and added external reminders for recurring schedules.

• Operational Fixes:

• Numerous fixes in Work Orders, including tax code visibility and proper item handling through invoices and reports.

Conclusion

Method Integration Inc. stands as a pivotal player in the CRM sector, particularly focusing on the integration of accounting systems like QuickBooks and Xero. Its commitment to providing adaptable and robust business solutions positions it well within the market for small and medium-sized enterprises seeking to enhance their operational efficiency. Continuous updates and a thriving partnership program underscore its dedication to evolving and meeting the dynamic needs of its user base.