At Method, we believe CRM is much more than just tracking leads and customer interactions. We believe CRM should achieve company-wide automation. So we invented a customizable platform for QuickBooks that lets your unique business get more done in fewer steps.
Customization means you don’t need separate applications to run business processes unique to your company. Our QuickBooks integration is seamless and works with QuickBooks Desktop and QuickBooks Online. It provides a near-zero setup time and the deepest level of bi-directional sync possible. Easily track opportunities allowing you to make sure no deal falls through the cracks and that your leads stay out of QuickBooks until your ready to covert them. Track the effectiveness of campaigns, use cases to track customer service issues and use portals to allow customers to view/pay their own invoices.
Method CRM is affordable, starting at just $25 monthly per user or $40 monthly per user for CRM Pro.
Integration between Method CRM and SmartVault is seamless and provides you with the ability to manage your documents completely through the web. This means your sales and support staff will have access to the same documents that you or your accountant has in QuickBooks wherever they are working.
When working with documents in Method CRM, you can:
Having the documents you need where you work has never been easier. By leveraging the integration between Method CRM and SmartVault, you’ll ensure you never upload a document twice again and have access to those documents anywhere you have web access.