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  • Who has time to manually enter each new lead? 4 - GAIL PITTMAN HOSPITALITY Ivory Individual Pasta Bowls NEW NO BOX 10 From web-to-lead forms to email integrations to import templates, Method :CRM gives you plenty of options to capture new leads quickly. The sooner the leads are in your system, the sooner you can work on closing sales.4 (Four) NACHTMANN PREMIUM VIVENDI STEMMED SPIRIT Fine Bavarian Crystsl Glasses

  • Don’t clutter up QuickBooks with potential customers. Method is designed to track each lead’s progress through the sales pipeline. 4 Acrylic Melamine Tumbler Highball Drinking Glasses indoor outdoor IridescentAdd unlimited contacts, log activities, and create estimates — then, sync converted leads to QuickBooks with the click of a button.

  • Customer service can make or break a relationship. That’s why Method gives you a 360-degree view of each customer. With contact details, activities and QuickBooks transactions all in one place, your team can anticipate customer needs, follow up regularly, and provide seamless service.4 Aphorism Yellow Rustic Floral Embossed Scroll MELAMINE Dinner Plates 11

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GIF showing two-way sync between Method:CRM and QuickBooks

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“Getting my work done is so much simpler with Method because I have all my customer and financial data in one place.4 HOME VICTORIAN HOLLY Dinner Plates Ceramic Holiday Green Red Berries Target Plus, the sync with QuickBooks saves me hours each week.”

Method:CRM partner Laura Redmond Laura Redmond
Advanced QuickBooks ProAdvisor & Trainer
Cloud Consultancy LLC

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“Method has streamlined just about every process that we have in our business, from writing orders, processing orders, sending POs and many other functions.4 Made in Slovakia Green and Clear Champagne Glasses Flutes New never used Honestly, we never thought we’d find a CRM that could meet all of our needs and expectations (without spending hundreds of thousands of dollars) until Method.4 NEW Certified International 22450 Tunisian Sunset Dinner Plates Sue Zipkin CIC While other CRMs make you tailor your business to their system’s limitations, Method folded around our business and provided a platform that worked for all aspects of it.”

Nick Robinson - FUJI Mats Nick Robinson
QuickBooks Enterprise User