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.
Method’s patented QuickBooks sync engine means your CRM data and financial data are always in harmony. Your customers, vendors, employees, items and other QuickBooks lists are accessible anywhere, anytime. View, add and edit virtually every QuickBooks transaction, including estimates, invoices, payments, vendor bills and much more!
Track LEADS outside of QuickBooks
Web-to-lead forms allow your potential customers to request product and service information from your website and instantly create a lead, sales opportunity and a follow-up reminder for you in Method. Leads can be entered into Method via web-to-lead forms, imported from Excel or via the Method API, or entered manually. Once a lead is converted to a customer it syncs to QuickBooks automatically, and in real-time.
Close more sales OPPORTUNITIES
Method provides a way for your sales team to share sales opportunities (potential deals) with their co-workers – which helps to close deals if they are on the phone with another customer or away from their desk. Gain insight with dashboards and analytics – helping you know who your best customers are, best staff are, and who is falling between the cracks.
Self-serve PORTALS make you look Fortune-500 professional
Portals allow you to create a self-service “My Account” area on your website. Let your customers ask questions, see past transactions, make payments, and print existing invoices. And since Method is fully customizable, you can create virtually any portal you want.
CUSTOMIZATION – lets your unique business get more done in fewer steps
Method screens are not designed by programmers; they are created by app designers using the same drag and drop tools you use to perform your own customizations. And since all screens are open for you to redesign, you can create new screens or modify the existing screens any way you want. You can also create your own buttons, screens, tables, fields, reports, portals….the possibilities are endless!