ApproveThis manages your Method CRM Integration approvals.

When Your CRM Needs a Decision-Making Sidekick

Let’s be real: Method CRM is where your sales team lives. It’s where deals get tracked, customers get managed, and revenue gets forecasted. But somewhere between the lead capture and the closed deal, there’s always that one bottleneck – approvals. Whether it’s signing off on a custom quote, greenlighting a client discount, or approving a new opportunity, everyone’s waiting on someone else to hit “yes.”

ApproveThis isn’t another layer of bureaucracy. It’s the missing link that lets Method CRM handle the actual work while we handle the decision-making red tape. Think of it like giving your CRM a built-in traffic cop – except this one actually keeps things moving.

Why This Combo Works for Teams That Hate Meetings

Method CRM syncs with QuickBooks. ApproveThis syncs with reality. Together, they automate the back-and-forth that turns simple requests into week-long email chains. Here’s the breakdown:

Method CRM’s Strengths

Your central hub for contacts, deals, and activities. Tracks everything from lead status to invoicing. Great at recording what’s happened, less great at deciding what happens next.

ApproveThis’s Add-On

Adds layers of conditional logic: “If the discount exceeds 15%, escalate to the VP.” “Automatically approve expenses under $500.” Routes requests to the right people without manual tagging. Bonus: approvers don’t need a Method license – huge for external partners or cross-department reviews.

Real-World Use Cases (Not Just Theory)

We’ll skip the fluff. Here’s how mid-sized companies are using this integration today:

1. Sales Teams: Close Deals Faster Than Your Competitor’s Counter-Offer

The Problem: Your rep promises a custom package. Then waits 3 days for legal, finance, and their manager to approve it. By then, the prospect’s gone cold.

The Fix: When a new “Custom Quote” activity is logged in Method CRM, ApproveThis:

• Routes it to sales manager + legal based on deal size
• Auto-approves discounts under 10%
• Updates Method CRM once approved

Who uses this: IT services firms approving project scopes, manufacturers customizing bulk orders.

2. Finance Teams: Stop Being the “Department of No”

The Problem: Every new customer in Method CRM needs credit checks or contract reviews. Finance gets buried in requests, sales complains about delays.

The Fix: New Method CRM customers/leads trigger approval workflows with:

• Automatic QuickBooks credit score checks
• Parallel approvals (sales director + CFO)
• Rejection reasons logged directly in CRM

Who uses this: Wholesale distributors vetting new retailers, agencies onboarding clients with NDAs.

3. Operations: Kill the Spreadsheet Approval Trackers

The Problem: Field teams log service requests in Method CRM. Managers approve via text message. Nobody knows what’s approved until invoices pile up.

The Fix: Service activities in Method CRM auto-create approval requests that:

• Require photos/documents upfront
• Use location-based approval routing
• Sync approved costs back to QuickBooks

Who uses this: HVAC companies approving emergency repairs, logistics teams managing freight costs.

Setup in Under 10 Minutes (Seriously)

If you can use a toaster, you can connect these tools via Zapier:

1. Pick Your Trigger: “New Activity in Method CRM” or “New Customer Lead”
2. Add ApproveThis Action: “Create Approval Request” with your rules (approvers, thresholds)
3. Add a Zapier Delay: Wait for ApproveThis’s approve/deny response
4. Update Method CRM: Post-approval, add notes, update deal stage, etc.

Pro Tip: Use ApproveThis’s Calculated Fields to auto-flag high-risk requests. Example: “If Deal Amount ÷ Customer Credit Score < 2, require CFO approval.”

Features You’ll Actually Use

Beyond basic approvals, this combo lets you:

Escalate Stalled Requests: If a Method CRM opportunity hasn’t been approved in 48hrs, auto-notify the VP. ApproveThis’s escalation rules prevent deals from rotting in inboxes.

Audit-Proof Paper Trails: Every approval/rejection in ApproveThis logs timestamps, comments, and approver details. Syncs back to Method CRM for compliance without the spreadsheets.

Delegate Without Drama: Approver on PTO? ApproveThis shifts their approvals to a deputy. No more “I was out of office” excuses delaying Method CRM updates.

Who Gets the Most Mileage?

50-200 Employee Companies: Finally scale approvals without hiring a coordinator. Sync Method CRM data to ApproveThis for context-rich requests.

200-5000 Employee Enterprises: Standardize regional approvals. A European sales lead gets local legal review, while US deals route stateside – all within the same Method CRM workflow.

Industries: Manufacturing (order approvals), Healthcare (patient contract sign-offs), Professional Services (project change orders).

No More “Who Approved This?!”

ApproveThis + Method CRM isn’t about control – it’s about clarity. When every decision is tracked, conditional, and synced back to your CRM, you spend less time chasing people and more time closing deals.

Ready to stop being your team’s human approval router? Get Started with ApproveThis or schedule a 15-minute demo. (We’ll even show you how to set up your first Method CRM integration live.)

FAQ (The Short Version)

Q: Do approvers need Method CRM access?
A: Nope. They approve via email or ApproveThis’s portal. Saves you license costs.

Q: Can we use existing QuickBooks workflows?
A: Yep. ApproveThis can pull QB data into approval logic (e.g., “Auto-approve if under budget”).

Q: What if we change CRMs later?
A: ApproveThis works with 200+ tools via Zapier. Your processes stay intact.