Method:CRM

Method:CRM

Method Integration
SalesRepFielder

SalesRepFielder

Dire Syzygy
+
+

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About

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

About

SalesRepFielder is commission software for QuickBooks Online: reads your invoices and the migrated sales-rep field, applies your commission rules, produces per-rep statements, and posts the journal entry into your books. Built for bookkeepers, accounting firms, and small businesses on QBO. THE PROBLEM. QuickBooks Online has no Sales by Rep report. If you migrated from Desktop, the converter carried your REP field over as a custom-field dropdown — initials only, unlinked from any employee record. The standard fix is a monthly commission spreadsheet almost no one audits. WHAT IT DOES. SalesRepFielder connects to QuickBooks Online and reads invoices, sales receipts, payments, credit memos, and refund receipts — including the migrated rep custom field. Commission plans run as explicit rules: flat, tiered, per-deal rate lookup, margin-based, quotas and attainment, bonuses, SPIFF windows, splits, pools, manager overrides, caps, clawbacks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries

Audience

Accounting firms, bookkeepers, and QuickBooks Online small businesses that pay sales reps from their books

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Version
Free Trial

Pricing

$20/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Method Integration
Founded: 2010
Canada
www.method.me/

Company Information

Dire Syzygy
Founded: 2026
Mexico
salesrepfielder.com

Alternatives

Alternatives

Commission Calculator

Commission Calculator

Stinson Solutions
QCommission

QCommission

CellarStone
Salesforce Spiff

Salesforce Spiff

Salesforce
RouteStar Solutions

RouteStar Solutions

Westrom Software

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

QuickBooks Online
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
Rambox
Simplii
SmartVault
Vonage Business
Wufoo
Xero
Zapier
doForms

Integrations

QuickBooks Online
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
Rambox
Simplii
SmartVault
Vonage Business
Wufoo
Xero
Zapier
doForms
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Claim Method:CRM and update features and information
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