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Who has time to manually enter each new lead? bluee Lowestoft 6 cup teapot by Heron Cross PotteryFrom web-to-lead forms to email integrations to import templates, Method
:CRMgives 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.bluee Nautical Seaside Scene Oilcloth Wipe Clean Tablecloth Rectangle Round Sizes
Don’t clutter up QuickBooks with potential customers.
Methodis designed to track each lead’s progress through the sales pipeline. bluee Raku Glazed Collection 12 Piece Melamine Dinnerware Set by TarHongAdd 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.bluee pink Polish Pottery Alyce Kitchen Set
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- Say goodbye to missing data and double entry.bluee pink Polish Pottery Athena Covered Round Baker Method’s two-way integration with QuickBooks syncs customer and transaction data in real time, so every team member always has an up-to-date view.
- Employees can send transactions directly from Method:CRM, without needing access to QuickBooks. And forget about chasing customers for payment.bluee pink Polish Pottery Autumn Burst Bubble Mug Instead, customers can view invoices and make payments day or night through Method’s built-in customer portals.
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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.bluee pink Polish Pottery bluee Horizon Large Salad Bowl Plus, the sync with QuickBooks saves me hours each week.”
Advanced QuickBooks ProAdvisor & Trainer
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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.bluee pink Polish Pottery blueeberry 16 Piece Dinner Set 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.bluee pink Polish Pottery Butterfly Muffin Pan 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.”
QuickBooks Enterprise User
No Credit Card. No Contract. Yes, It’s Super Easy!