Contact Manager

  • Track phone calls, emails, and appointments for contacts and leads.
     

  • Send estimates to contacts and leads, and receive payments.
     

  • Manage and share tasks and processes with staff and partners.
     

  • Close more deals and convert them into QuickBooks invoices.

     

    QuickBooks Sync

  • Syncs with QuickBooks and QuickBooks Online.
     

  • Method's patented bi-directional sync technology mirrors your QuickBooks data in real-time. You'll save time by only entering data ONCE.
     

  • Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, and much more.

     

    Works with Gmail, Outlook, MailChimp, and more!

  • Integration with Gmail and Outlook means you can view and add QuickBooks and CRM data directly from within Gmail or Outlook.
     

  • The Outlook plug-in syncs emails PLUS your calendar appointments.
     

  • Export your Method and QuickBooks contacts directly to MailChimp for email marketing.

 

       Fully Customizable

  • No two businesses are identical. Configure your CRM 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.

  • From uploading your logo and colors to creating your own tables, fields, screens, buttons and more – the possibilities are endless when you have a fully customizable CRM.

 

       Customer Portal

  • Create a portal on your website where customers can view and pay invoices.

  • Let customers see service schedules, partners see current product inventory counts from QuickBooks. 

  • Give them 24/7 access to real-time information, without having to contact you.

Method CRM for QuickBooks

Method CRM offers many great features as well as being fully integrated with QuickBooks Desktop versions. Please feel free to contact us if you have any questions or would like to have a quick demo.

What can Method offer you: