Keep Your Customer Follow-ups and History all in one place.
To keep your customers happy, you need to know a lot more than what their last QuickBooks invoice can tell you. With Method:CRM, you'll know each customer's history, plus what they need and when they need it so nothing gets missed. You can also track your leads outside of QuickBooks – your accountant will be happy too!
Nobody Likes Entering Data Twice. 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, inventory adjustments, vehicle mileage and more. The best part is there's no extra cost for Method's sync engine. Works with QuickBooks Enterprise 2008 and higher.
We know one size does not fit all, especially for QuickBooks Enterprise customers who often have advanced inventory needs. That’s why Method:CRM is fully customizable with drag-and-drop tools… 100% code-free. From the way you manage inventory and shipping to the way you nurture leads and send sales orders, you’ll have a system that’s just right for the way you get your work done.
My workflows are so much simpler with Method:CRM. I have all my customer and financial data in one place. Plus, by doing some simple customization, I automated tasks that used to take me hours every week.
Laura Redmond
Founding Partner
Cloud Consultancy LLC