Additional information for Method:CRM
Key features of Method:CRM
View All Features
- Contact Management
- #1 rated CRM QuickBooks integration
- Activity Tracking
- Sales Pipeline and Lead Management
- Estimate/ Quote Management
- Web to Lead website forms
- Invoice & Payment Management
- Custom fields, screens, and apps
- Customized workflows
- Customer portal pages
- Payment gateways
- Native iOS & Android Mobile Apps
- Performance Reports
- Gmail & Outlook Gadget
- MailChimp Integration
Save time and get organized with a shared customer list.
Contacts entered in Method sync to QuickBooks instantly, and vise-versa. Staff always have up-to-date customer, lead, and vendor information. No more wasted time on double data entry or looking for customer information.
Increase sales with faster, more efficient sales processes.
Unlimited leads are kept from QuickBooks until they're customers. Sales reps can create and send out estimates, even from the road. Track sales opportunities from initial interest to final sale for both new an existing customers.
Provide excellent service and drive repeat business efficiently.
a 360-degree view of each customer including contact info, interactions, transactions, service performed & more. Empower your team to stay connected with customers to drive repeat business. Your customers receive informed and timely service, no matter who picks up the phone.
Streamline processes for happier, more productive staff.
End-to-end workflows eliminate inefficient processes that slow down your team and your business. Convert estimates into invoices without re-entering information. Accept customer payments without going into QuickBooks. Web-to-lead forms turn interested website visitors into leads and create automatic follow-ups.