Create web-forms to collect leads from your website, create & sync invoices, payments and estimates with QuickBooks Online, and build self-service portals for customers and partners to view orders, place requests and make payments.
*Tight* QUICKBOOKS ONLINE integration
Since we built Method to require QuickBooks Online from day 1, Method has near-zero setup time and the highest level of bi-directional synchronization possible. All your customers, vendors, employees, items, and other QuickBooks Online lists are accessible from a web browser. You can view, add and edit virtually every QuickBooks Online transaction, including estimates, invoices, payments, vendor bills and much more!
Track LEADS outside of QuickBooks Online
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 Online automatically, and in real-time.
Close more sales OPPORTUNTIES
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.
MOBILE – Use mobile-optimized screens on your phone or tablet
Access Method through a mobile browser (including Android, iPhone, iPad and Windows Mobile). Since Method is customizable, you can even create your own browser-based mobile applications, specific to the needs of your team.
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!
Great support highly recommend
The DEMO was great with the representative. Had many more features than I expected!!!
June 17, 2013
Lacking a more robust time-tracking feature, otherwise, great app! Phoung was very helpful to me and answered all my questions.
June 14, 2013
I work for a unique type of organization that requires specific customization. These guys were quick to understand what I needed and able to guide me through the process of customization easily.
June 14, 2013
Awesome Integration with Quickbooks and Top Notch Customer Service
We've used many different software programs over the past 10 years that promised to sync with Quickbooks. We have tried to use different CRM programs but none could do the syncing in a timely and accurate manner.
Method is the best solution for anyone looking for QB synching and a easy to learn CRM solution. Their responsiveness with trouble tickets is outstanding and if you decide to have customization done they actually do some of the customization right at the moment you're on the phone with them in real time. Pretty impressive. The biggest complaint we've always had with software developers is the ability to communicate effectively and get our problems addressed, these guys understand customer service and the learning curve of their new customers. Method is doing a phenomenal job and I highly recommend!
June 14, 2013
This software is perfect for any sized company as you can customize just about every screen and tool to fit exactly what your company does. Its going to change the way my company does business and I'm excited to continue to learn more of its features. Also their initial setup support is fantastic. Our rep Phuong was the best!
June 14, 2013
Errol Webinars make learning Method even EASIER!
As if it wasn't already easy enough to intuitively use, now they have upped the ante with Errol! Errol has an announcer voice with a good sense of humor and the ability to keep it short, simple and to the point. You don't want to fall asleep (yes, we have all done it during those hour long droning sessions) as much as you want to hear what he's going to say next. So whether you are looking for an amazing CRM that can do almost anything you want it to do, looking to streamline your business processes or you just want to expand your QuickBooks capabilities, Method should be your last stop and FIRST choice.
June 13, 2013
Great Product, Great features, very customizable
This product can be used out of the box or you can customize it to your specific needs. Just what I was looking for.
June 13, 2013
SMB and Method
QVL is a small business with >5 full time employees. Most of the lead generation and sales mining is done with contract workers. We opted for a CRM to manage the effort and capture the results outside of the various contractors we employ. We research various options for a CRM but found they were either "too hot" or "too cold" meaning they provided little customization or were too complicated for a small company to manage along with all the other balls we have up in the air at any one time.
Method CRM is "just right". It provides for all the custom workflow modification we need and integrates seamlessly into our QBO workflow!
The team at Method are extremely friendly and prompt in their support. In addition they have a robust library of tutorial videos (You'll love Errol and his infectious personality!) and knowledge base.
If you can't solve you problem with that then the Method team is ready to help with contract customization on demand! PERFECT!
June 13, 2013
Support & FAQ
Technical support is included with your subscription. To clarify, technical support is restricted to solving technical issues such as error messages, installation problems, inability to sign into Method, and concerns over possible system malfunction. Non-technical incidents, such as training, customization, and general how-to questions must be directed to your Method Consultant as a chargeable service. For self-service options, visit the Method Forums, or Self-Service and Documentation.
Check out the most frequently asked questions below: Expand all
I see this is a free 30 day trial. So....what’s the PRICE afterwards?
After the trial period, regular pricing will begin. Method CRM: $25/month per user. Method CRM Pro: $40/month per user.
What is the difference between the CRM and CRM Pro versions?
Method CRM Pro is full featured, whereas Method CRM limits how much customization you can do. In addition, CRM Pro also allows you to install other Method applications like Method Scheduling & Invoicing. The trial is on CRM Pro, but you can easily downgrade at any time.
Customization sets Method CRM apart from other CRM apps – but do I NEED to customize?
Method CRM is a full featured CRM “out of the box”. So you don’t *need* to customize anything. We, however, feel that your business is unique in many ways, and that your company will run more efficiently with customization. When the time comes that you want to customize something in Method CRM, you can do it yourself, or you can ask your Method rep for a quote, or you can contact one of the over 150 certified Method Solution Providers listed on our website.
What else does Method CRM integrate with?
We have a Microsoft Outlook add-in. We have a 5 star rating on Google Solutions Marketplace for our Gmail and Google Calendar gadget. We integrate with Google Maps for routing. There is a very powerful Import / Export / Update tool for Excel. We have an extremely powerful and simple MethodAPI for 3rd party software developers. We have a slick Document Management integration with SmartVault.com. And, of course, Method CRM integrates with the other apps available on the Method Application Library.