Customer Manager for QuickBooks

Amazing things happen when you track all your conversations and interactions in one place.

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Contacts Manager

Know Your Customers

Activites and Tasks

Activities & Tasks

Maintain a proper activity history. Stop using Notes and To-do's in QuickBooks! Method allows you to track every interaction you have, including phone calls, emails, appointments, marketing emails, and services performed. Set reminders and follow-ups and assign tasks to other staff, so that nothing gets forgotten.

Unlimited Contacts

Unlimited Contacts

Method:CRM gives you unlimited contacts per customer or vendor. Some versions of QuickBooks only provide you with a “Contact” and “Alt Contact”, which is just not enough, especially when you do business with companies rather than residences. Method:CRM allows you to maintain the names, phone numbers, emails, and job titles of all the people you have contact with in the organization. Plus, our import/export tool allows you to quickly import all of your contacts from a spreadsheet or another CRM. You'll be up and running in no time.

Track Leads Outside of QuickBooks

Track Leads Outside of QuickBooks

You don't need to fill your QuickBooks file with potential customers (leads). By using the “Is Lead Status Only” field, new potential customers entered in Method don't sync to QuickBooks until you are ready.

Gmail Integration

Gmail Integration

With Method’s Gmail integration you can update your CRM contacts, activities, follow-ups, opportunities, and more from right inside your Gmail inbox. Our 5-star integration means you can stop flipping between your email and your CRM! And the best part is it’s FREE with your Method:CRM subscription.

Opportunities

Opportunities

Close more sales deals. Your sales team will see which opportunities are ready to close, as well as the probability and value of each deal at a glance. Method also allows your sales team to share details with co-workers who can help close deals, even when sales people are away from their desks. Plus, you can use web-to-lead forms to collect info from potential customers who are on your website and want more info on your product/service. The web-to-lead form can automatically create an opportunity for your sales team.

Note: Sales Pack is required.

Shared Calendars

Shared Calendars

Shared Calendars allow you and your staff to see each other's tasks and appointments. The drag-and-drop interface allows you to easily resize appointments, reassign appointments from one staff member to another, or move them to another date.

Email Campaigns

Email Campaigns

Quickly create and send bulk emails to your customers and leads with Email Campaigns. You can easily filter a list of customers, like customers in California, and let them know about a special offer. You can also simplify your follow-ups using the email templates you create. For example, use your “leads” template to keep your hot leads hot, or use your “AR” template to remind your customers when their invoices are due.

Note: Email Campaigns Pack is required.

Cases

Cases

Deliver outstanding customer service. Use Cases to create and track customer service tickets so your team can share information and solve issues faster. When a customer calls in, anyone on your team can help since everyone can see the customer’s case history and status. What’s more, the Cases app also gives your customers a self-serve option where they can log into a customer portal to create, edit, or check on the status of their case.

Note: Help Desk Pack is required.

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