A 360-degree view of your customer's needs allows your team to provide excellent service, driving loyal, repeat business.
Centralizing contact details and past QuickBooks transactions in one place makes upselling and reordering effortless.
Consistently communicate with existing customers to stay top of mind for reorders and repeat business.
We’re tracking opportunities throughout the whole process. I’m managing opportunities from sending a quote, to closing a sale. The flexibility of Method is that you can use it anywhere.
QuickBooks Enterprise User
From receiving the first email from someone interested in our company, to entering their information, to setting up a follow-up conversation – Method is very smooth, very user-friendly and the customization is incredible. I cannot recommend Method enough.
QuickBooks Online User
Method has allowed us to put reminders on our schedules months down-the-road to check-in with key decision makers. Further, the integration with MailChimp has allowed us to segment our customer list and export certain groups over to MailChimp for timely email campaigns.
Breaking the Barrier, Inc.
QuickBooks Pro User