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Maximize your sales.

Through Method, you receive a better way to organize your business, so nothing slips through the cracks and everyone can get more done. Method knows every business is unique and has its own workflows. That’s why Method:CRM is fully customizable – so you can manage your business, your way. Method’s CRM Software stores all your customer follow-ups and info in one place, making it easier to keep each customer happy. Track emails, phone calls, appointments and more to make sure each customer gets what they need, when they need it. Plus, track your leads outside of your accounting software — your accountant will love you!

Customer History

Method’s CRM Software stores all of your customer follow-ups and info in one place, making it easier to keep each customer happy. Track emails, phone calls, appointments and more to make sure each customer gets what they need, when they need it. Plus, track your leads outside of QuickBooks — your accountant will love you!

Integrations

Using the right CRM Software saves you time by keeping all of your data in one place. Method:CRM has the best sync engine in the industry and the patent to prove it. Plus, Method’s sync engine is approved by the world-class team at Intuit. Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, bills, and much more. The best part is there’s no extra cost for Method’s sync engine, and it works with QuickBooks Online, QuickBooks Enterprise and more.

Customization

Transform Method:CRM to match your brand and the unique way you get your work done. You can tailor the look-and-feel in minutes. Take it to the next level and create your own fields, tables, screens, buttons, and more using drag-and-drop tools. 100% code-free.

Mobile Apps

iOS and Android mobile apps are free with your subscription. Plus, as an online CRM, Method:CRM works wherever you go, on whatever device you use. With iOS and Android mobile apps that work on phones and tablets, you’ll have every customer detail right at your fingertips.

Unlimited Contacts

Method:CRM gives you unlimited contacts per customer or vendor. Some versions of QuickBooks only provide you with a “Contact” and “Alt Contact”, which is just not enough, especially when you do business with companies rather than residences. Method:CRM allows you to maintain the names, phone numbers, emails, and job titles of all the people you have contact with in the organization. Plus, the import/export tool allows you to quickly import all your contacts from a spreadsheet or another CRM. You’ll be up and running in no time.

Client Portals

Extend your website with a custom-built “my account” section where your customers can view outstanding balances, 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.