Sales Management Software
for QuickBooks.

Try it FREE

What is CRM?

Happy Customers = More Sales

Method:CRM Charts

Are you looking to grow your sales pipeline? Do you want to turn your company into a sales machine? Are you planning to hire more sales staff? Do you need a way to keep it all organized while making sure every lead is nurtured at the right time?

If yes, then search no further. With Method:CRM you can easily:

  • Track leads outside of QuickBooks.
  • Nurture potential clients at the right times by assigning follow-ups.
  • When leads convert to customers, sync them into QuickBooks.
  • Track opportunities, create email templates, and set recurring activities.
  • Know what each sales rep is working on and share calendars.
  • Set-up a custom dashboard and sales report to meet your unique data needs.
  • Instantly sync estimates, invoices, contacts and more into QuickBooks.

Best CRM ever!! Highly recommend

“We have been using method for years now, and it was one of the best decisions that our business has ever made. 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. Their support team is amazing, and helps resolve our issues fast and efficiently.

Did I mention that this CRM is 100% customizable? This is probably our favourite feature of the whole product.”

June 19, 2017
james15654 — via Intuit