Method specializes in CRM for QuickBooks and is the top-rated CRM on Intuit Apps.com. Keep your customer follow-ups and history all in one place. Simplify the way you get your work done. Try it free for 30 days.
To keep your customers happy, you need to know a lot more than what their last QuickBooks invoice can tell you. With Method:CRM, you'll know each customer's history, plus what they need and when they need it so nothing gets missed.
You'll save so much time when your data is all in one place. We sync with QuickBooks better than anyone, and have the patent to prove it. Plus, our industry-leading sync engine is approved by the world-class team at Intuit.
We know one size does not fit all, especially for small business. That’s why Method:CRM is fully customizable with drag-and-drop tools… 100% code-free. You can have a system that’s just right for the way you get your work done.
Track potential customers outside of QuickBooks. Your accountant will love you! Leads can be entered into Method:CRM by your staff, or via a web-to-lead form on your website where potential customers request product and service information. You can also track opportunities to manage your pipeline and assign follow-up activities to your team. Then, when you convert the lead into a customer, they’ll sync instantly into QuickBooks.
Extend your website with a “my account” section where your customers can view outstanding balances, pay invoices, update their account details, and place orders. You can give limited access to customers, partners and vendors. For example, you might want to allow customers to see service schedules, and partners to see current product inventory counts from QuickBooks. Give them 24/7 access to real-time information, without having to contact you.
Free 30-day trial.
No credit card. No contract. Yes, it’s super easy!
Prices range from $25 - $65/user/month. Plan can be changed at any time.
|Method:CRM||Prices range from $25 - $65/user/month.||1||Price is per user per month. Each user can be on a different plan, and plans can be changed or cancelled at any time.|
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