Method:CRM

“The top-rated CRM for QuickBooks. Leverage Method:CRM's powerful QuickBooks integration and 100% customizable platform to create a CRM that's perfect for your business needs."

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4.7
Published 08 April 2021
  • Product Features
  • Calendar/Reminder System
  • Contact Database
  • Customer Support
  • Data Import/Export
  • Document Storage
  • Email Marketing
  • Email Response Control
  • Expense Tracking
  • Forecasting
  • Gmail, Outlook, and Zapier Integrations
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Two-way, Real-time QuickBooks Sync
  • Web-to-lead Form

Free Trial

Pricing starts from

$25

Free Subscription

Premium Subscription

Amount of users

5+

Training/Documentation

Online Support

Mobile Access

  • Screenshots
  • Product Overview

What is Method:CRM ?

A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool.

At Method, we give you a better way to run your business so nothing slips through the cracks and everyone can get more done.

As a small business themselves, they are aware of the problems of using out-of-the-box software that didn’t adapt to their needs. They also know every small business has its own unique workflows. They believe you should have enterprise benefits at small business prices — and that’s why they built Method. This award-winning software is fully customizable, so you can run your business your way.

How will a QuickBooks CRM help your business grow?

The powerful integration between Method:CRM and QuickBooks lets you win more sales, serve customers faster, and get paid in fewer steps. Easily manage your leads QuickBooks isn’t designed to manage potential sales, but Method:CRM is. Track every opportunity, create estimates, and convert leads to QuickBooks customers in one click.

What makes their QuickBooks CRM unique?

When it comes to syncing with QuickBooks, they did it first — and they still do it best. This is the #1 CRM on Intuit’s apps.com, with over 1,100 five-star reviews from QuickBooks users and ProAdvisors. Their patented integration instantly syncs customers, invoices, payments, and more between Method:CRM and QuickBooks. Method works with all versions of QuickBooks,even desktop versions! Method:CRM empowers you to run your business from anywhere, on any device.

Conclusion

Method:CRM has everything you need for effective lead management, from first point of contact to first purchase. Automate lead capture. Method’s web to lead forms save new prospects directly to your CRM. Simplify lead tracking. Record interactions, schedule follow-ups, and assign tasks to teammates. Close more sales.

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