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Method:CRM

A CRM solution for small and mid-sized businesses
our rating 4.5 out of 5 Stars

Method:CRMProduct Overview

  1. About Method:CRM
  2. Pros of Method:CRM
  3. Cons of Method:CRM
  4. Breakdown of core features

Method:CRM product overview

Method:CRM is a CRM solution designed to help small and medium-sized businesses work as productively as possible. It integrates seamlessly with all desktop and online versions of QuickBooks, which allows businesses to continue using the accounting software they rely on while extending its power far beyond accounting. The real-time, two-way sync between Method:CRM and QuickBooks provides a number of benefits, including less double data entry, more accurate data, fewer users in QuickBooks, and the ability to close sales faster.

Beyond its QuickBooks sync, Method:CRM offers built-in integrations with a number of popular business tools including Gmail, Outlook, Google Calendar, Mailchimp, PayPal, and Stripe. You can also use Zapier to connect Method:CRM to hundreds of other apps. These integrations allow small businesses to use all of the software solutions they love without having to jump between them.
Method:CRM has plenty of features to help you streamline common processes, from lead and sales pipeline management, customer management, to invoicing and payment processing. Method:CRM is also fully customizable, allowing you to tailor your CRM to your unique needs. Your customizations could be as simple as adding new fields to track industry-specific data, or as complex as automating your workflows end-to-end. Method:CRM makes work easier for all types of businesses.

Pros of Method:CRM

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  • QuickBooks integration: Method:CRM is best known for its integration with all desktop and online versions of QuickBooks. The real-time, two-way sync between Method:CRM and QuickBooks ensures that customer and sales data are always up-to-date in both programs. So, busy teams spend less time on double data entry and more time growing the business. This seamless integration also empowers you to limit the number of employees who have access to sensitive data in QuickBooks. Method:CRM users can add new customers, create estimates and invoices, and process payments directly from the CRM software.
  • Customizable platform: Method:CRM stands out because of its fully customizable no-code platform. You can take advantage of Method:CRM’s drag-and-drop tools to go beyond basic CRM functionality and create a software solution that is perfectly tailored to your business’ unique needs. Track custom data, automate manual processes, and build advanced reports. And if you don’t have time to customize Method:CRM yourself, you can work with an in-house consultant to bring your CRM vision to life.

Cons of Method:CRM

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  • Interaction tracking: Method:CRM does not track interaction with leads and customers automatically. You will need to manually log the details of these interactions or use Method:CRM’s integration with Zapier to send data from a third-party app to the CRM.
  • Sales reports: Some users find “out of the box” sales reports to be fairly limited. To generate more advanced reports, make use of Method:CRM’s customization capabilities, either on your own or by working with one of Method:CRM’s in-house consultants.

Breakdown of core features

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QuickBooks integration

Method:CRM’s QuickBooks integration features patented two-way, real-time sync that instantly updates customers, invoices, payments, and other data. It works with all versions of QuickBooks, so you can run your business on any device. The software is also fully customizable with code-free, drag-and-drop tools.

Lead management

You can embed Method:CRM’s web-to-lead form on your website to streamline the process of collecting leads. When an interested visitor submits the form, they are automatically added to the CRM as a new lead and a follow-up activity is created for the assigned sales rep. Method:CRM also offers native integrations for Gmail and Outlook, which make it simple to add new leads to your CRM without leaving your inbox. Create estimates for leads right from the CRM software using QuickBooks items and prices. You can also link these estimates to more detailed sales opportunities, allowing you to track how much a potential deal is worth, where it is in the sales pipeline, and how likely it is to close. Once you close a sale, you can sync your new customer and any associated estimates to QuickBooks with the click of a button.

Customer management

Method:CRM gives you a 360-degree view of each customer’s history, which empowers your team to provide quick and personalized service. The activities feature allows you to track past interactions like emails, phone calls, and meetings, as well as schedule one-time or recurring follow-ups that you can assign to yourself or a sales rep. With Method:CRM’s two-way QuickBooks sync, you can also see all transactions associated with a customer, including estimates, sales orders, invoices, and payments, in one convenient location. Its integrations for Gmail and Outlook allow you to view a summary of each customer and create new activities right from your inbox. Finally, Method:CRM’s mobile app makes it easy to provide efficient service to your customers when you’re on the go. This is a particularly useful feature for QuickBooks Desktop users who would otherwise not be able to view or create sales transactions while out of the office.

Contact portals

Method:CRM offers built-in online portals to provide 24/7 self-service options to your leads, customers, and vendors. Add a generic link to your website so individuals can access their personalized portal through a secure sign-in process. Once logged into their portal, they can update contact information, view purchase history, and pay invoices without having to contact your team. These portals can be customized to offer options specific to your business, such as approving documents or placing orders. Portals are included in every Method:CRM account and provide a positive experience to your team and your customers. With Method:CRM’s online portals, you spend less time on admin work while your customers do business with you at their convenience.

(Last updated on 10/26/2020 by Abby Dykes)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
    Average
  • Works Best For
    Small Sized Businesses

Screenshots

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Video

Features

  • Two-way QuickBooks sync
  • Customer management
  • Lead management
  • Contact portals
  • Task management
  • Communication tracking
  • Shared calendar
  • Email campaigns
  • Sales transactions
  • Purchase transactions
  • Payment processing
  • Sales pipeline
  • Web-to-lead forms
  • Workflow automation
  • Custom reporting
  • Custom user permissions
  • Open API
  • Mobile app
  • Import tool
  • Free live chat support
  • Free phone support

Integrations

  • QuickBooks Desktop
  • Quickbooks Online
  • QuickBooks Payments
  • Zapier
  • Gmail
  • Google Calendar
  • Outlook
  • Mailchimp
  • Authorize.Net
  • Braintree
  • PayPal
  • Stripe

Pricing Model

  • Contact Management
  • CRM Pro

Languages

  • English