custom CRM

How a QuickBooks CRM Helped FUJI Mats Streamline Customer Management

Like so many companies before them, FUJI Mats was struggling to find the right solution for order and customer management. There are a lot of moving parts in their business: they offer facility design services for martial arts studios and provide the materials to outfit the facilities. This means it’s essential to stay on top …

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Beyond CRM: How Method Helps Businesses Create Optimal Workflows

Changing software needs are a fact of life for growing businesses. It makes sense: as you acquire more customers, your processes become more complex and you need different tools to manage them. Many businesses start off with just accounting software, like QuickBooks. Next, they might add a CRM to the mix. Then, maybe they’ll add …

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A Simplified Estimate Process for Allegro Design Co

Like many small business owners juggling multiple apps, Bryan Dutton of Allegro Design Co became frustrated with the redundancies created from disconnected apps: QuickBooks for estimates and invoices, PayPal for customer payments, FreedCamp for customer activities, Adobe for drafting job contracts, and email for endless back-and-forth communications.   But the apps didn’t communicate, which meant redundant, time-consuming work …

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How A Manufacturer Expanded Into Drop-Shipping With Method:CRM

Overview “There are no limits to what I can do… it’s boundless in my eyes. Method can shift in any direction I want to go.” When Erazor Bits, a custom apparel manufacturer, wanted to expand their services to include drop-shipping capabilities, they needed a cloud-based system to remotely manage orders, production, warehousing, and shipping. Learn …

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[Webinar] How Customizing Your CRM Simplifies Your Business

You may have come to Method because of our industry-leading QuickBooks integration, but if you haven’t investigated the efficiency gains of customizing your account, you’re missing out! But, we get it. When someone says “the possibilities of customization are endless”, it can be confusing, if not a little overwhelming. What exactly does customizing my account …

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How a QuickBooks CRM Helped This Company Efficiently Manage Customers and Inventory

Any CRM can record sales efforts. Putting it all together with fulfillment is a game changer. As one of the leading specialty print houses in America, Consolidated Products Company needed a CRM platform to track incoming orders and manage their large catalogue of products and pricing. With Method:CRM, learn how Consolidated Products Company got a …

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Personalized Software for Small Businesses is Within Reach

Paul Jackson, Method’s Founder and CEO, speaks to the uniqueness of small business and the pains experienced from trying to fit into constraining one-size-fits-all software. Using Method, small businesses simplify how they get their work done with personalized software that reflects the uniqueness of their business.