Method CRM

#1 rated CRM for QuickBooks Desktop and Online users

About

Method CRM is the #1 rated CRM for QuickBooks Desktop and Online users with 1,400+ five-star reviews on Intuit’s apps.com. Use Method CRM’s patented QuickBooks integration to get an instant, two-way sync for your customer information, invoices, payments, and more so that your data is always up to date! Better yet, put time back in your day as Method CRM automates lead collection as well as your estimate and invoice creation process. With Method CRM, your productivity skyrockets and you can say goodbye to double data entry once and for all! Method CRM’s built-in online customer portals are designed to elevate your customer service and keep your customers coming back for more. Easily take a data-driven approach to marketing and sales with Method CRM’s robust activity tracking and the 360-degree view you instantly get of each customer.

Features

Case Management
Contact & Account Management
Customer Contract Management
Customer Support Portal
Dashboards
Data Import & Export Tools
Desktop Integration
Knowledge Base
Lead Management
Opportunity & Pipeline Mgmt.
Product & Price List Management
Quote & Order Management
Reporting
Task / Activity Management
User, Role, and Access Management

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