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Method CRM

Name: Method CRM
Rating: 4.5 (2 reviews)

By Method Integration

930 Interested

Highlights : About Method CRM

Sales Pipeline and Lead Management

Estimate/ Quote Management

Invoice & Payment Management

Performance Reports

About Method CRM

Whether you need simplified contact management, better activity tracking, more accurate estimating, or something else entirely, Method:CRM has a solution for you. Your business runs more efficiently when all your systems are in sync. Method’s two-way integration with QuickBooks is the best in the industry — and we’ve got the patent to prove it. You’ll be amazed by how great it feels when your software matches your workflow. Method’s no-code platform can be customized in any way imaginable by expert consultants that know your industry.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Premise, Cloud

Language Support

English

Platforms

Product Details

Features

Contact Management

#1 rated CRM QuickBooks integration

Sales Pipeline and Lead Management

Estimate/ Quote Management

Invoice & Payment Management

Custom fields, screens, and apps

Customer portal pages

Native iOS & Android Mobile Apps

Performance Reports

Gmail & Outlook Gadget

MailChimp Integration

Benefits

Save time and get organized with a shared customer list.

Contacts entered in Method sync to QuickBooks instantly, and vise-versa. Staff always have up-to-date customer, lead, and vendor information. No more wasted time on double data entry or looking for customer information.

Increase sales with faster, more efficient sales processes.

Unlimited leads are kept from QuickBooks until they're customers. Sales reps can create and send out estimates, even from the road. Track sales opportunities from initial interest to final sale for both new an existing customers.

Provide excellent service and drive repeat business efficiently.

A 360-degree view of each customer including contact info, interactions, transactions, service performed & more. Empower your team to stay connected with customers to drive repeat business. Your customers receive informed and timely service, no matter who picks up the phone.

Streamline processes for happier, more productive staff.

End-to-end workflows eliminate inefficient processes that slow down your team and your business. Convert estimates into invoices without re-entering information. Accept customer payments without going into QuickBooks. Web-to-lead forms turn interested website visitors into leads and create automatic follow-ups.

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