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- Association of Accredited Small Business Consultants
- A+ rated Member with the BBB of Arkansas
Eliminate double data entry with one workflow amongst all your apps.
Apps Integrations and Workflow Unification
If you use multiple apps to run your business, we can help you integrate all those apps together so that you have one workflow that:
- Eliminates double data entry
- Unifies data across the entire ecosystem of your business
- Removes the need for context switching, so that you are focused on the task at hand
We have integrated many apps with each other within one organization, not just Method CRM and QuickBooks. We are experienced API developers that take your workflow into account when building integrations. Our solutions are scalable and reusable so that you are not paying monthly for such a service and can easily adjust it if you wish to.
Why Hire Us For Your App Integrations?
Gain insider-level access that lets us customize your CRM far beyond standard limits, ensuring smoother workflows and deeper integrations.
Our Consulting and Coaching Services
We speak business, not code
With 11+ years of experience consulting small businesses on workflows in technology, we became proficient in their language. We are the technical experts that small businesses rely on. You tell us the pain points you have and we’ll transform it into a solution that makes sense to you.
- Proven track record in multiple industries
- Expertise in both startups and large enterprises
- Strategic guidance for overcoming complex challenges
Trusted by QuickBooks and Method CRM users around the world
Pipedream certified partners
See Our Work
Connecting WooCommerce, Method:CRM, ShipRush & QuickBooks
Instant Order Sync
New orders from WooCommerce or Shopify automatically create a Sales Order & Sales Receipt in Method CRM.
Customer and product details are mapped perfectly — no double entry.
Seamless Handoff to Manufacturing
Once the Sales Order is created, it automatically generates a manufacturing order in ShipRush.
The production team manages schedules and work orders directly in ShipRush.
Real-Time Order Visibility
Each Sales Order in Method is linked live to its ShipRush record.
Sales reps can see where each job is in production — without calling the shop floor.
Smart Shipping Automation
When a product is ready, the shipping team uses ShipRush to select the carrier, weigh the product, and schedule pickup.
ShipRush generates the tracking number and shipping cost automatically.
Auto-Update Across All Systems
The tracking number, weight, and delivery details sync back to Method instantly.
Those updates flow straight into QuickBooks, adjusting job costing and financials in real time.
Customer Communication Without Effort
The retail platform (WooCommerce/Shopify) is automatically updated with the tracking info.
Customers receive an email notification with tracking and shipping details instantly.
Final Balance Follow-Up
If there’s any remaining balance, the system notifies the sales rep automatically to send an invoice.
Connecting QuickBooks Online, Method CRM, and SOS Inventory
Sales Rep Creates an Estimate or Order
Inside Method:CRM, the rep adds items to the quote or sales order just like before.
Instant Stock Check from SOS Inventory
As soon as an item is selected, Method makes a quick call to SOS Inventory behind the scenes.
Within seconds, the rep sees how many units are available — right on the screen.
This is necessary since QuickBooks Online doesn’t have the complex inventory management tools that SOS Inventory provides.
Order Confirmation Triggers Automatic Sync
When the rep confirms the sale, the system automatically creates the order in SOS Inventory.
Stock levels are updated immediately.
All Systems Stay in Sync
The integration keeps QuickBooks, SOS Inventory, and Method connected to the same data — no double-entry, no mismatched numbers.
Smarter Sales Conversations
Now, sales reps can give customers instant answers about availability and delivery timelines — confidently and accurately.
Maximize Profit & Increase Operational Efficiencies
Business Planning, Operations, & Revenue Growth
Marketing, Sales, Retention, & Customer Experience
Sales & Customer Service Training
Recruiting, Staffing, & Culture
Processes & Workflows
Call Us Today to Schedule a Free Consultation
Expertise
Our team consists of experienced marketing professionals with a proven track record across various industries. With deep expertise in the latest marketing trends, best practices, and social platform technologies, we provide valuable insights and strategic recommendations to help businesses thrive.
Comprehensive Solutions
We Analyze, Strategize, and Drive Results. No matter the challenge—big or small—we deliver solutions for lasting growth.