All the features you need to streamline your operations and grow your sales.
View contact details, CRM activities and QuickBooks transactions, and create new contacts, all within your Outlook inbox.
*Not available for Exchange servers or third party email providers (GoDaddy, HostGator, etc.)
Method:Sidebar for Gmail
View contact details, CRM activities, QuickBooks transactions, and create new contacts without ever leaving your Gmail inbox.
Accept credit card payments directly within Method without having to access QuickBooks.
Our robust CRM Pro offering includes all of the following CRM features.
Customer ManagementManage customer information, history and follow-ups all in one place, while syncing to QuickBooks.
Lead ManagementTrack potential customers outside of QuickBooks, sync only once they convert to a paying customer.
ActivitiesRecord interactions and schedule follow-ups with customers, leads and vendors so nothing is missed.
EstimatesCreate, edit and send estimates and quotes to potential and existing customers that seamlessly sync to QuickBooks.
InvoicesCreate, edit and send invoices to customers that automatically sync to your QuickBooks file.
PaymentsReceive customer payments, sync with QuickBooks, and view history of all payments received by your company.
Sales OrdersEnsure you have inventory on hand to fulfill orders with a complete record of what your company has sold. *Only available to QB Desktop Users
Sales ReceiptsCreate digital receipts to allow customers to track their purchases, and store copies in Method to streamline your processes.
Opportunity TrackingManage potential business from leads and existing customers through all stages of your pipeline.
Web-to-Lead FormAutomatically create new leads and create follow-up activities without manual entry.
Shared CalendarShare calendars with your team to see tasks and appointments with the ability to edit as needed.
PortalsGive your customers 24/7 self-serve access to their account info to pay invoices, view balances and more, without having to contact you.
Import/Export ToolTransfer information between Method and a spreadheet. Import a large list of leads, mass-update existing information and export data.
Mobile AppStay connected to your CRM and QuickBooks on Android, iPhone iPad, laptop, Windows phone, Blackberry, Samsung and more.
Looking for a CRM that integrates with tools you use on a daily basis? Look no further!
QuickBooks OnlineMethod’s two-way real-time sync with QuickBooks Online, gives you a centralized view of your contacts, transactions and sales data.
QuickBooks DesktopMethod’s two-way real-time sync with QuickBooks Desktop, gives you a centralized view of your contacts, transactions and sales data.
Method:Sidebar for GmailView contact details, CRM activities, QuickBooks transactions, and create new contacts without ever leaving your Gmail inbox.
Outlook Add-InView contact details, CRM activities and QuickBooks transactions, and create new contacts, all within your Outlook inbox. *Not available for Exchange servers or third party email providers.
MailChimpUpload contacts from Method into your MailChimp account with the click of a button.
Google CalendarAppointments and meetings sync back and forth between your Method Calendar and your Google Calendar.
Intuit Payments for QBOAccept credit card payments directly within Method and sync with Intuit Payments.
PayPal PayflowAccept credit card payments directly within Method and sync with PayPal Payflow.
Authorize.NETAccept credit card and ACH payments directly within Method and sync with Authorize.NET.
Other Payment GatewaysMethod supports any payment gateway that uses Authorize.NET Emulation.
Method:APIUse Method:API web services to read from and write to Method to integrate your existing applications and external systems with Method.
Some additional costs may be required for the following features.
Purchase OrdersCreate, edit and approve Purchase Orders that sync with QuickBooks.
BillsConvert your Purchase Orders into Bills, or create a new Bill, and pay vendors faster.
Email CampaignsCreate and send marketing campaigns to segmented groups of leads and customers, and simplify follow-ups with custom email templates.
Case ManagementCreate, manage and share support cases across teams to deliver outstanding customer service.
Donor ManagementCreate donor reports, log interactions, record accepted donations and automatically sync all transactions to QuickBooks.
Start a FREE trial.
No Credit Card. No Contract. Yes, It’s Super Easy!