Method:CRM Integration FAQs: customer relationships and multichannel operations

Method:CRM is a customer relationship management platform built specifically around QuickBooks, syncing contacts, sales pipeline, and customer history bidirectionally with QuickBooks Online or Desktop, so sales teams work from data that matches the books.

No — Method:CRM focuses on customer relationship management (sales pipeline, contact history, quotes) rather than multichannel order aggregation or inventory sync, which is InfiPlex's focus. The two solve different problems and are commonly used together rather than as alternatives.

Not directly — InfiPlex and Method:CRM each connect independently to QuickBooks Online, which is how the two stay consistent with each other rather than through a direct integration between them.

Method:CRM covers the sales and customer-relationship side (pipeline, quotes, customer history); InfiPlex covers the operational side (multichannel orders, inventory, fulfillment) that QuickBooks itself doesn't handle at scale. Together, both feed the same QuickBooks data.

Not exactly — since they solve different problems, most users considering InfiPlex who also use Method:CRM aren't choosing one over the other. This hub explains how the two coexist so you know what to expect if you run (or are considering) both.

Both sync independently with QuickBooks Online — Method:CRM keeps customer and pipeline data current there, while InfiPlex keeps order, revenue, and inventory-driven financial data current there. QuickBooks becomes the consistent record both tools read from and write to.

Order and fulfillment status specific to InfiPlex isn't pushed directly into Method:CRM; whatever InfiPlex syncs into QuickBooks (sales records, revenue) is available there, and Method:CRM's own QuickBooks sync would reflect anything QuickBooks-level. Real-time order/fulfillment tracking itself lives in InfiPlex.

No — Method:CRM's own QuickBooks sync continues exactly as configured; InfiPlex's connection to QuickBooks is separate and doesn't alter Method:CRM's behavior.

Yes — that's the point of the QuickBooks-as-shared-hub model: sales works in Method:CRM, operations works in InfiPlex, and QuickBooks stays the consistent financial record both rely on.

Either can be set up first since they don't depend on each other directly; most businesses already running Method:CRM add InfiPlex when multichannel order volume outgrows manual handling, or vice versa.

InfiPlex connects directly to each channel — Amazon, Walmart, eBay, Etsy, and 130+ more — pulling orders about every 15 minutes into one queue.

InfiPlex maintains one master inventory pool; a sale on any connected channel updates availability everywhere else in real time, which is the mechanism that prevents overselling.

Yes — the OMS routes orders to your own warehouse or a connected 3PL via the 3PL Connector, with tracking and inventory reconciled automatically on return.

Yes — InfiPlex handles retail EDI connections like Target, Costco, and Home Depot, often reducing or eliminating the EDI VAN costs sellers would otherwise pay.

Yes — InfiPlex also integrates with NetSuite on Growth Pro; if your business eventually moves off QuickBooks, InfiPlex's channel connections stay intact through that ERP migration.

Setup is independent of Method:CRM — our USA-based team connects InfiPlex to your QuickBooks Online account and your sales channels the same way as any InfiPlex customer, typically live in 1–3 business days.

No — InfiPlex's QuickBooks connection is additive; it doesn't modify or interfere with Method:CRM's existing sync configuration.

Generally no — since the two tools don't integrate directly, adding InfiPlex shouldn't require changes on the Method:CRM side; confirm with your Method:CRM administrator if you have custom QuickBooks field mappings that might warrant a review.

Yes — our team maps InfiPlex's order and revenue data into your chart of accounts during onboarding specifically so it stays clean and reconcilable alongside whatever Method:CRM contributes.

For InfiPlex-side questions (orders, inventory, QuickBooks sync from InfiPlex), our USA-based support team handles it directly; Method:CRM-specific configuration questions go to Method's own support, since the two are independently managed.

Basic Starter is $49.99/month (2,000 SKUs, $0.50/order); Growth Starter is $499.99/month (10,000 SKUs, 1,000 orders included, $0.10/order after); Growth Pro is $999.99/month (100,000 SKUs, 10,000 orders included, $0.05/order after). Full details are on the Pricing page.

No — Method:CRM and QuickBooks Online subscriptions are billed separately by their respective providers; InfiPlex's plan and per-order pricing are entirely separate.

Growth packages carry a 3-month minimum commitment and Partner packages a 12-month term; Basic Starter is month-to-month.

It depends on your channel count and order volume rather than your Method:CRM usage — schedule a demo and we'll scope the right plan against your actual sales channels.

No — each tool's sync with QuickBooks runs independently on its own schedule; InfiPlex's order and inventory data flows into QuickBooks on its own cadence regardless of how frequently Method:CRM syncs.

Yes — many bookkeepers and consultants work with clients running both tools; understanding that they connect independently through QuickBooks (rather than directly to each other) is the key thing to know when advising on either setup.