Looking for QuickBooks Customer Manager 3.0?

Intuit has discontinued all updates after version 2.5.
Manage your customers with Method:CRM.

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Switch to the new QuickBooks Customer Manager

Method:CRM is rated the #1 QuickBooks Customer Manager by Intuit Apps.com ★★★★★

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Method offers all the features you need and more:
 

  • Send QuickBooks transactions: Go beyond e-mails and appointments. Send estimates, sales orders and invoices directly in Method.
  • Upload unlimited contacts: Never run out of space for your leads, customers and vendors.
  • Mobile-friendly: Work outside the office. Manage customers on the road, from your phone, tablet or laptop.
  • Exceptional customer service: Get online product support from our Customer Success team, and customized reports and workflow from our Business Support Specialists.

Bi-directional QuickBooks Sync

 

  • More sync options: Save time processing customer information. Choose to sync your data real-time, by schedule, or by batch.
  • Sync transactions: Add, view and edit any sales transaction, including estimates, invoices, credit memos, payments, sales orders, bills and purchase orders.
  • Sync lists: All QuickBooks lists for customers, vendors, items, and more can be directly managed in Method.
Method:CRM contact screen app ribbon
Method:CRM contact screen app ribbon

Powerful Outlook Add-In

 

  • Add QuickBooks entities: Create new customers, leads, activities and more within Outlook, with instant sync to Method and QuickBooks.
  • Syncs calendar appointments: Updates e-mail and calendar appointments bi-directionally from Outlook and Method.
  • Manage contacts: Turn Outlook contacts into any QuickBooks entity in two clicks.

Easy Customer Management

 

  • No limit to contact uploads: Create unlimited contacts for customer and vendors. Maintain multiple contacts under one organization.
  • Manage appointments and tasks: See every appointment and upcoming task. Share calendars, easily view and arrange appointments with staff.
  • Easy activity management: Track every interaction, from phone calls to transactions sent. Schedule follow-ups and assign tasks.
Method:CRM contact screen app ribbon

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