Keep Your Customers Happy

What Is CRM?

A Customer Relationship Management system helps you stay organized while you grow your business. Method:CRM makes it easy to track conversations with customers, so your staff will actually do it. You can assign follow-ups, track next steps, share calendars and lots more. When you’re organized, you and your team can stay on top of what every customer needs.

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We Sync with QuickBooks Better than Anyone

QuickBooks Sync
  • Keep your QuickBooks file safe.
    As the industry-leader in synchronization, our patented Method Sync Engine is approved by the world-class team at Intuit.
  • Getting started is a breeze.
    You already have your customer info in QuickBooks. You don’t want to type all that again. Our proprietary engine will sync your QuickBooks data into Method in as little as 60 seconds.
  • Enter data once.
    When you make an update in Method, it syncs in real-time with QuickBooks, and vice versa.

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A System Just for You

Fully Customizable

You’ve set up workflows that suit your unique business. So why would you want a one-size fits all system that forces you to change your workflows? With Method, your CRM is easy to customize using simple drag and drop tools. No code or programmers required! Of course, you don’t have to customize Method, but soon you might want to... so you can manage your business, your way.

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The Most Loved CRM for QuickBooks

  • Method is the highest-rated app for QuickBooks.
  • 5-stars on Intuit
  • 5-stars on Google Apps Marketplace.

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We're Serious About Your Business.

But we aren't that serious :-)

Method Blog

How to Change Your Work Order Calendar in Method:CRM

Posted Jul-31-2014, 16:07 by Method_Greg.

 As a Community Support Specialist, a common questions I get is "How do I change the date and time ranges on my Work Order calendar?" &...

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