Method CRM
Why Choose Method CRM?
#1 rated CRM for QuickBooks users. Two-way sync for customer info n invoices. Automates lead collection. Integrates with Gmail, Outlook, Mailchimp. No-code platform.
Method's Cloud Based CRM Software for Small Business helps you stay organized while you grow your business. Method:CRM makes it easy to track conversations with customers, so your staff will actually do it. You can assign follow-ups, track next steps, share calendars and lots more. With over 250 5-star reviews on Intuit Apps.com, Method is the top-rated CRM for QuickBooks.How do you position yourself against your competitors?Plus, Method CRM’s dashboard and reports make measuring business performance easy.An added bonus is that Method CRM integrates with all of your favorite apps, such as Gmail, Outlook, Mailchimp, and Zapier.Method CRM integrates with all the versions of QuickBooks and Xero seamlessly. Even better, you can use this 100% customizable, no-code platform to create the perfect CRM solution for your growing business.
Method CRM Einführung
Was ist das Method CRM?
Method CRM is the #1 rated CRM for QuickBooks Desktop and Online users with 1,400+ five-star reviews on Intuit’s apps.com. Use Method CRM’s patented QuickBooks integration to get an instant, two-way sync for your customer information, invoices, payments, and more so that your data is always up to date! Better yet, put time back in your day as Method CRM automates lead collection as well as your estimate and invoice creation process. With Method CRM, your productivity skyrockets and you can say goodbye to double data entry once and for all! Method CRM’s built-in online customer portals are designed to elevate your customer service and keep your customers coming back for more. Easily take a data-driven approach to marketing and sales with Method CRM’s robust activity tracking and the 360-degree view you instantly get of each customer.
Wie verwenden Method CRM?
Nutzungsanweisungen nicht verfügbar.
Warum wählen Method CRM?
#1 rated CRM for QuickBooks users. Two-way sync for customer info n invoices. Automates lead collection. Integrates with Gmail, Outlook, Mailchimp. No-code platform.
Method CRM Funktionen
Platform
- ✓User, Role, and Access Management
Sales Force Automation
- ✓Contact & Account Management
- ✓Opportunity & Pipeline Mgmt.
- ✓Task / Activity Management
- ✓Desktop Integration
- ✓Product & Price List Management
- ✓Quote & Order Management
- ✓Customer Contract Management
Marketing Automation
- ✓Lead Management
Customer Support
- ✓Case Management
- ✓Customer Support Portal
- ✓Knowledge Base
Integration
- ✓Data Import & Export Tools
Reporting & Analytics
- ✓Reporting
- ✓Dashboards
Preise
Free trial
When you start your free trial, your account will automatically include all of the features in our CRM Pro plan. If you want the CRM Enterprise features, you can also add them for free during your trial. You can also add unlimited users during your free trial.
- ✓ Real-time sync with QuickBooks
- ✓ Create estimates, sales orders, invoices, and more
- ✓ Accept payments through customer portals
- ✓ Track sales opportunities
- ✓ Manage customers and leads
- ✓ Track activities and follow-ups
- ✓ Send emails
- ✓ Share calendars
- ✓ Customize your account