QuickBooks Archives — Page 13 of 18 — Method %

Features

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Activities

All your customer interactions in one place, with automated follow-ups and reminders

Email

Email customers directly from Method, or connect your customer data to Gmail

Proposals

Automate the process of getting your customers to receive and accept engagement letters

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Reporting

See what’s happening in your business with detailed reports, for better decision making

Multi-entity CRM

Manage multiple businesses in one CRM and standardize processes across all locations

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Email

Email customers directly from Method, or connect your customer data to Gmail

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Reporting

See what’s happening in your business with detailed reports, for better decision making

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Activities

All your customer interactions in one place, with automated follow-ups and reminders

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Email

Email customers directly from Method, or connect your customer data to Gmail

Proposals

Automate the process of getting your customers to receive and accept engagement letters

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Multi-entity CRM

Manage multiple businesses in one CRM and standardize processes across all locations

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Web to lead forms

Capture leads directly from your website, so you can turn them into customers faster

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Branded customer portals

Add your logo and brand colors to your customers’ go-to spot for order details

Email campaigns

Send customers email marketing campaigns or connect directly to Mailchimp

Schedule a demo

Let us show you how Method can help your business grow

Schedule

QuickBooks CRM

Transform QuickBooks into a powerful CRM that can do more than basic accounting

Payments

Give customers their own online payment portals, so you can get paid faster

Time tracking

Track and log work hours for efficient billing

Receipts

Track and manage sales receipts, all attached to the customer and invoice

Xero CRM

Enhance Xero with customizable CRM features, to do more than basic accounting

E-signatures

Securely sign and approve estimates and invoices online, to close deals faster

Multi-entity CRM

Manage multiple businesses in one CRM and standardize processes across all locations

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Mobile field crew app

Let your field crew access critical job details on-the-go and have them report back

Time tracking

Track work hours so you can keep your staff happy with accurate pay checks

Scheduling & dispatching

Flexible scheduling tools to plan your team’s time, and get them where they need to be

Payments

Give customers their own online payment portals, so you can get paid faster

Work order management

Create, manage, and assign work orders, easily converting them to invoices once complete

Activities

All your job and customer interactions in one place, with automated follow-ups

Proposals

Automate the process of getting your customers to receive and accept engagement letters

E-signatures

Securely sign and approve estimates and invoices online, to close deals faster

Customer portals

Let customers approve estimates, access job details, and pay invoices in one place

Estimates

Let your team create estimates while they’re on-site, with our mobile field crew app

Schedule a demo

Let us show you how Method can help your business grow

Schedule

QuickBooks

Transform QuickBooks into a powerful CRM, with data instantly syncing back & forth

Zapier

Automate workflows by connecting the software you use to Method with Zapier

Payments

Easily connect to top payment providers for easier payment processing, so you can get paid faster

Xero

Enhance Xero with CRM features, and keep your data up to date with two way sync

E-commerce

Integrate e-commerce platforms to connect your sales orders to your CRM

Email

Send your lead lists directly to Mailchimp for advanced email marketing campaigns

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Multi-entity CRM

Customizations
Industries
Pricing
Resources
Demo
Contact Sales

Sign in Start free trial

Latest QuickBooks posts

Does QuickBooks have an approval process?

This blog post explains how to enable approvals and how to complement the limitations of some QuickBooks plans

This image shows white papers and a calculator stacked atop a laptop computer.

Invoice approval software QuickBooks: Your best alternative

This blog explains how to set up invoice approval in QuickBooks and how an integration complements its limitations.

This image shows a pensive man holding a tablet and looking down at paper documents.

How to enable an approval workflow in QuickBooks Online

This blog covers how to enable an approval workflow in QuickBooks Online.

This image shows a man sitting at a desk in front of a tablet device. We can see him digitally signing an invoice on the tablet screen.

How to add a signature in QuickBooks Online

See how and why QuickBooks Online users need e-signature capture.

This image shows two people sitting together at a desk. There are documents on the table as well as a tablet device, which is showing a signature capture pop up.

How to add signature line on QuickBooks invoice

Although QuickBooks has become a staple accounting software, signature capture is not yet possible without integrated apps. See how to implement it today!

This image shows a table sitting on top of a paper report. The screen shows a pop up for signature capture.

QuickBooks signature capture: How to make it possible

Approving estimates and invoices is much easier with digital signature capture. This blog explains how to make that possible in QuickBooks.

This image shows a person holding out a phone for someone else to digitally sign an invoice that is shown on the phone screen.

Electronic signature QuickBooks Online: What you need to know

A QuickBooks electronic signature allows you to close sales faster, sign contracts faster, and build trust with your customers.

This image shows a woman signing an invoice on her mobile phone through Method CRM's DocuSign integration.

DocuSign QuickBooks integration: A better way

A DocuSign QuickBooks integration allows you to sign invoices and estimates digitally. This app integration will help you get paid quicker and easily.

This image shows a smartphone resting atop a file folder, with a blue sticker glued to the screen with the writing "Sign here!".

How to add signature line in QuickBooks

Digital signatures can help you save time and improve customer experience. Learn how to add signature line in QuickBooks with the Method CRM!

QuickBooks for electrical contractors: Your 6 best options

Check out this blog to learn the best ways to improve QuickBooks for electrical contractors and drive business growth.