Get Paid Faster and Empower Your Customers with Portals.

Give your customers 24/7 self-serve access to their account info. They can pay invoices, view account balances and more without having to contact you.

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Make it Easy for Your Customers to Access Their Information.

CRM for QuickBooks customer portal

Create a Client Portal.

Extend your website with a custom-built “my account” section where your customers can view outstanding balances and update their account details. You can give limited access to customers, partners and vendors. For example, you might want to allow customers to see service schedules, and partners to see current product inventory counts from QuickBooks. Give them 24/7 access to real-time information, without having to contact you.

Payment processing companies that Method:CRM integrates with.

Get Paid Using Payment Gateways.

Customers can pay invoices online through your customer portal, and your sales staff can process payments without needing access to QuickBooks. As soon as the payment is approved, it syncs to QuickBooks in real-time. Method:CRM integrates with Intuit Payments for QBO (formerly Intuit Merchant Services), PayPal, PSIGate, Authorize.NET, and Authorize.NET Emulation.

Authorize.NET Emulation can be used by other payment gateways that support Authorize.NET Emulation mode for credit card processing.

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