Save time and eliminate costly double data entry. Web-to-lead forms and email integrations bring new leads directly into Method:CRM.
With all of your lead data in one convenient location, employees can answer questions faster and provide seamless service.
When your lead management software integrates with QuickBooks, sales reps spend less time on repetitive admin work and more time closing sales.
I can create a new activity or update a case straight from my Gmail. Even better, the gadget lets me create a new lead from an email – no more cutting and pasting.
Intuit QuickBooks ProAdvisor
QuickBooks Online User
From the Web-to-Lead forms on our website to the final sale, Method makes sure that no customer/lead ever falls through the cracks.
I implemented Method for a sales team because I wanted something easy and intuitive for them to assign and manage opportunities, proposals, invoices, and payments. I didn’t want sales reps in QuickBooks, so the integration was important – Method does that extremely well.
QuickBooks Pro User