Method’s web-to-lead forms bring new leads into your CRM instead of your QuickBooks file, while scheduled follow-ups ensure that you can start building a relationship as soon as possible.
With the two-way sync between Method and QuickBooks, data is automatically transferred between both programs. You’ll save time and money on data entry, so you can focus on serving your clients.
A complete view of each client’s history allows you to tailor their experience, while the Method mobile app lets you pull up their data whenever they need you.
Stay organized and grow your accounting or bookkeeping practice with a shared list of prospective clients.
“Method:CRM is the missing piece. We were searching for a CRM to organize our business and automate our tasks. Method saves us hours every week.”
Cloud Consultancy LLC
Take advantage of the two-way sync with QuickBooks to create transactions, receive payments, and serve your clients more efficiently.
Use the 360-degree view of each client to provide top-notch service.
“Method:CRM provides a seamless integration with QuickBooks that is painlessly simple. In addition, it allows the company's business processes to be streamlined and customized to fit their individual needs. In a nutshell, you can't find a better add-on for QuickBooks and the entrepreneur.”
Small Business Bookkeeping Solutions, Inc.