When you have all your customer follow-ups and info in one place, it's easy 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!
You'll save so much time when your data is all in one place. We have 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.
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.
Extend your website with a “my account” section where your customers can log in to view and pay invoices, place orders, request services, and update their account details. You can also set up web-to-lead forms where prospects can request info.
We know you rely on many apps to run your business. Our Gmail integration means you can view, add and edit QuickBooks and CRM data from right inside your Gmail. The Outlook plug-in syncs email plus calendar appointments. Use MailChimp for email marketing by exporting your contacts from Method to MailChimp. And for custom integrations, use Method’s powerful API.
Use specialized Add-ons to get more done. From Field Services and Workflow Management to Expense Reports and more. Add-ons give you new functionality by extending your Method:CRM Pro Account.