Method:CRM · InfiPlex OMS Integration
Method:CRM Integration: customer relationships and multichannel operations
Method:CRM is a QuickBooks-native CRM — a complementary tool, not a competitor. The InfiPlex™ OMS handles multichannel orders and inventory, and both connect independently through the same QuickBooks Online account for a complete view.
- Complementary, Not CompetingMethod:CRM handles customers; InfiPlex handles orders & inventory
- Both Sync Through QuickBooksOne shared source of truth for customer and financial data
- USA-Based Support TeamOnboarding & configuration included
How it works
How the InfiPlex Method:CRM integration works
Method:CRM and InfiPlex don't talk to each other directly — instead, each syncs independently with the same QuickBooks Online account, so your sales team's CRM view and your operations team's order/inventory view both draw from a consistent financial and customer record. Method:CRM keeps the customer and sales-pipeline side current; InfiPlex keeps orders, inventory, and fulfillment current; QuickBooks Online is the shared ground truth both rely on.
What’s included
Everything the Method:CRM integration handles for you
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Complementary, Not Competing
Method:CRM handles customers and pipeline; InfiPlex handles orders and inventory.
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Both Sync Through QuickBooks
One shared source of truth for customer and financial data.
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No Direct Integration Needed
Each tool connects independently to QuickBooks — no conflicts between them.
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Real-Time Multichannel Inventory
InfiPlex covers the operational side QuickBooks and Method:CRM don't handle alone.
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Sales & Ops, Each in Their Own Tool
Your sales team works in Method:CRM; operations works in InfiPlex.
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Works With Any Order of Setup
Add InfiPlex to an existing Method:CRM setup, or vice versa, without disruption.
Frequently asked
Top Method:CRM questions, answered
Our dedicated FAQ hub answers 26 real questions about setup, order management, inventory sync, shipping, and pricing. A few of the most-asked:
Connect the rest of your stack
Pair Method:CRM with the systems you already run
InfiPlex connects Method:CRM with 130+ marketplaces, carts, shipping platforms, 3PLs, WMS, and ERP systems — and our Growth Packages include building new API integrations you need at no additional cost.
- NetSuiteThe upgrade path when you outgrow QuickBooks
- QuickBooks OnlineThe shared hub Method:CRM and InfiPlex both connect to
- 3PL ConnectorRoute orders straight to your 3PL
- Amazon (all channels)Seller Central, Vendor Central, FBA & Business
- ShopifyDTC storefront on the same inventory pool
- Walmart MarketplaceMarketplace, DSV & TwoDay from one hub
- EasyPost Shipping100+ carriers, all in one shipping workflow
- eBayAnother major marketplace, same shared inventory pool
Ready to put Method:CRM on autopilot?
your OMS is typically live in 1–3 business days, and our USA‑based team handles onboarding with you — no coding required.
Questions about your exact setup?
Our team configures Method:CRM integrations every week. Contact us, email info@infiplex.com, or call 888‑770‑0857 and we’ll walk through your channels, warehouses, and volume together.
Method:CRM is a trademark of Method Integration Inc. QuickBooks is a trademark of Intuit Inc. All other marketplace and product names are trademarks of their respective owners. InfiPlex is an independent provider and is not endorsed by or affiliated with Method Integration Inc. or Intuit Inc. ©2026 InfiPlex. All rights reserved.
