With a shared customer list, your team can access leads from wherever they work, create and send out estimates quickly and schedule follow-ups, so no opportunity slips through the cracks.
Manual processes are a huge hidden cost. With efficient end-to-end processes, your team will be able to get more important work done everyday.
A complete view of each customer’s history means that every customer will receive world-class service, no matter who picks up the phone.
“This is an absolute game changer… It will eliminate admin work spent on fulfillment, and we can use those people in a more sales-focused way.”
CEO – Consolidated Product Services
Never lose sleep again over lost business opportunities with a shared list of customers and leads.
Automated workflows allow you to service customers, send out invoices, and receive payments in less steps, involving fewer people.
“Method is user friendly and has all the features we need and more. Room to grow is very important to us and Method can handle all of our needs today and in the future. Great customer service too!! I can't say enough about the Method:CRM.”