Method CRM

CRM for QuickBooks Online and QuickBooks Desktop simplifies your operations and helps you grow sales. Method CRM is a 100% customizable CRM that centralizes all your business contacts and can be configured to fit your unique workflows. Access to previous interactions, scheduled follow-ups, QuickBooks transactions, and more in one 360-degree view allows your team to provide efficient service, resulting in loyal customers. Everyone shares a lead list, so your staff always has up-to-date customer information. With Method, you can maintain contact information, conversations, and reminders for multiple contacts - allowing you and your team to have more effective conversations. Allow your sales reps to create estimates without giving them access to QuickBooks. The sooner you deliver an estimate to a customer, the higher the close rate. Eliminate unnecessary data entry, and keep QuickBooks clean and uncluttered.