Method CRM is more than just a great Customer Relationship Management system. It is a web application that syncs in real time bi-directionally with both QuickBooks for Desktop and QuickBooks Online. End are the days of entering data twice. Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, and much much more. You can add sales leads, create invoices, enter billable time and track work orders using Method PUSH™ technology that instantly updates QuickBooks. Your web browser doesn’t even need to be on the same computer as QuickBooks (for Desktop) as it also works on smartphones, tablets, iPhones, and iPads.
CRM functionality is already built into Method and the Pro version even includes free industry-specific apps such as Field Services and Professional Services. But the best part is that Method can be customized with your own fields, tables, buttons, and screens according to how you run your business. And with additional integration with Google Apps, Gmail, Outlook, SmartVault document management, and credit card processing, you can finally keep track of your business operations all in one place.
As one of only 13 Method Advanced Certified Customization Consultants in the world, we have been tested on our ability to customize complex screens and functions and we have over 7 years experience customizing Method for our clients of a wide range of industries including nonprofit, completely mobile distributors, manufacturers, plumbers and other field service companies.
As a Method Certified Account Manager, we manage your account and provide all the technical support, leaving you with more time to dream about all the endless possibilities to make running your business easier and more profitable.
We offer a complete package that includes the Method subscription, free setup, initial customization, and unlimited technical support. Contact us now for more information.