customer success story

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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How an Education CRM Helps ‘Breaking the Barrier’ Bring Language Learning Across the Globe

When you specialize in language learning textbooks for students across the world, customer service and a healthy sales funnel are key to maintaining a thriving business. James from Breaking the Barrier, Inc. experienced first hand the need for an Education CRM while trying to manage a business with software that didn’t play nice. Keep reading …

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How a Creative Service Business Streamlined Their Purchase Order Process

I had the pleasure of chatting with CEO, Laura Gray to learn how her business and stress levels transformed with the adoption of Method:CRM for her company, Digital Signage Resolutions. In this blog post you’ll hear firsthand how Laura saved herself from double (sometimes triple) data entry by streamlining the purchase order process. You’ll also …

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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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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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