Suited for:
Smbs
Helps with:
CRM
Languages:
English
What is it all about?
Method specializes in CRM for QuickBooks and is the top-rated CRM on Intuit Apps.com. You and your team will be organized! You'll stay on top of what each customer needs so nothing gets missed. Try it free for 30 days and see why it's loved and recommended by thousands of users.
Method's patented technology is the industry-leader for synchronization with QuickBooks. Don't enter data twice. Get Method!
Starting at just $25/month, you'll get Enterprise Benefits at Small Business Prices.
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Who is it for?
Freelancers
Startups
Agencies
SMBs
Enterprises
Key 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.
Benefits
Be Organized Stay on top of what each customer needs so nothing gets missed. Enter Data ONCE When your CRM syncs in real-time with your QuickBooks you'll never have to enter data in 2 places again. Our industry-leading, patented technology is approved by the world-class team at Inuit. Be Agile You and your team will do more with less. Efficiently manage contacts and leads. Track phone calls, emails and tasks. Improve customer service and close more deals. A System Just For You You’ve set up workflows that suit your unique business. So why would you want a one-size fits all system that forces you to change your workflows? With Method, your CRM is easy to customize using simple drag and drop tools. No code or programmers required! Of course, you don’t have to customize Method, but soon you might want to... so you can manage your business, your way. Method Works Where You Work - Right Inside Gmail Our Google Apps integration means you can view, add and edit QuickBooks and CRM data easily from right inside Gmail.
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Pricing
Yearly
Monthly
Lifetime
Free
Freemium
Trial With Card
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By Quote
Description
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.
Integrates With
MailChimp
Quickbooks
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