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Method App Vtiger CRM App

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.

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

suitable For

Freelancers
Startups
Agencies
SMBs
Enterprises

suitable For

Freelancers
Startups
Agencies
SMBs
Enterprises

Languages

English

Languages

English

Integrates With

Integrates With

Pricing

  • Starting from: $25/Month Your trial starts on the full featured Method:CRM Pro version. Cancel, downgrade, or convert your trial into a subscription at any time in the next 30 days.

Pricing

  • Monthly pricing starting at $12 for 1 Users
  • Yearly pricing starting at $10 for 1 Users
  • Free Trial - 15 days, no credit card Sales Edition - $10 to $24 / user / month Support Edition - $10 to $24 / user / month Ultimate Edition - $30 to $36 / user / month
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