Method CRM

Small and mid-size businesses can now acquire the organization, specialized reports and centralized data of a large enterprise, yet still use QuickBooks® as your accounting software.MethodCRMLogo

What is CRM?

CRM simply means Customer Relationship Management. Take advantage of every sales opportunity and close more sales with Method CRM’s comprehensive organization of leads and marketing campaigns, opportunity analytics, and even follow-up reminders. Once a lead is converted to a customer, it syncs with QuickBooks automatically and in real-time. Close more deals while you keep your customer data and financial data in continuous harmony. To see how Method can benefit your business, see the video below …

Getting Started

While its true you can get a 30-day free trial, many clients will benefit from a consultation before signing up with Method. Your goals, the structure of your QuickBooks data file, and the email application you use all impact the approach we employ to configure your account. Contact us for more information.

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Method Integrates with Other Systems

QuickBooks® Integrationmethod-home-qbsync

Method’s patented sync engine is the industry-leader for real-time synchronization with QuickBooks® Desktop and QuickBooks® Online. Connecting to QuickBooks requires little setup time and has the highest level of bi-directional synchronization possible so that you can view, add and edit virtually every transaction including estimates, invoices, payments, vendor bills and much more!

Web Portals

Create a portal on your website where customers can view and pay invoices. Web-to-lead forms help you turn leads into customers. Information submitted from your website is recorded directly into your Method account, eliminating the need for double entry and automatically creating a follow-up activity.

Third Party Integrations

Integration with QuickBooks is just the beginning.  Method also connects with Google Apps Email & Calendar, Outlook, SmartVault and more. It also coordinates with MailChimp to manage email campaigns.

Method … More than a CRM

Method is a development platform for QuickBooks® that is fully customizable to your business. This award-winning, cloud-based platform gives you a system that can be adapted to your unique needs and processes with built in validation, accountability and user notifications. Read more about our customization services …