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  • Who has time to manually enter each new lead? 4 PC Coastal Plate Set Kitchen Dining Room Serveware Multi color Square CeramicFrom 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 Pc Indian Stainless Steel 3 compartment Breakfast Lunch Dinner Divided Plate

  • Don’t clutter up QuickBooks with potential customers. Method is designed to track each lead’s progress through the sales pipeline. 4 PC Salad Plate Set Kitchen Dining Tableware Service Floral Casual Stone IvoryAdd 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 Pcs 14 Melamine Round Sushi Sashimi Dinner Party Plate Eggplant C Y 014 C

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

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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 Sue Zipkin SNOWMAN Holiday Large Heavy Water Goblets Glasses NEW IN BOX HTF 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 Totally Today Mugs Cups & Saucers Red Green Rim Poinsettia Christmas Holiday 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
FUJI Mats
QuickBooks Enterprise User