Features
Contact Management:
Track phone calls, emails and appointments for contacts and leads.
Allow customers to view and pay invoices online using portals.
Manage and share tasks, documents and processes with staff and partners.
Close more deals and convert them into QuickBooks invoices.
QuickBooks sync:
Syncs with QuickBooks and QuickBooks Online. Method uses patent-pending Method Push™ sync technology to mirror your QuickBooks data in real-time.
Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, and much more.
Customization:
No two businesses are identical. Configure your system to match your business processes.
Everything in Method is designed using the same drag and drop tools that are available to you as a user.
Create your own tables, fields, screens, buttons - the sky is the limit.
Gmail, Outlook and more:
Integration with Google Apps allows you to view and add QuickBooks and CRM data directly from within Gmail.
The Outlook plug-in syncs emails and calendar appointments.
Connects with SmartVault.com for document management.
Uses Intuit Merchant Services, Authorize.NET and more for credit card processing.
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Features
Sales:
Calendars
Leads & Contacts
Organizations
Deal tracking
Forecasting
Team management
Follow-up reminders
Click-to-call
Quotes
Marketing:
Web-to-lead forms
Campaign management
Email marketing
Autoresponders
Customer service:
Case management
SLAs with Business Hours
Knowledge base
Customer portal
Service contracts
Other:
Collaboration
Workflow automation
Projects
Payments and tracking
Inventory
Documents
Quotes
Invoices
Sales orders
Product and service tracking
Subscription management
Reporting & analytics
20+ Integrations
iPhone, Android, iPad apps
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Pricing
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Pricing
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