Method CRM is one of the best choices among the CRM apps for QuickBooks. It can assist small business owners in growing through a solid workflow and foundation while staying updated regarding customers’ demands.
Method CRM aims to provide enterprise-level CRM available to small business by integrating its system with a well-known entry-level SME accounting software called QuickBooks. With this combination, you won’t have to input your data twice.
Additionally, the Method CRM has a well-equipped contact management tool that traces customer communication and has fully customizable functions with tools that can be dragged and dropped across the window as well as personalized colors and logos.
This CRM operates in synergy with Outlook, Gmail, SmartVault, MailChimp, and other known apps. Method CRM also allows you to include an account system and registration section, where customers can check out their orders to complete their purchases. Users can also check the API to integrate systems or apps.
Method CRM also gives a mobile version of the site to access the systems in your smartphone.
Product Quality Score
Ease of use
Value for money
Method CRM features
Main features of Method CRM are:
Unlimited contacts per record
Keep real-time activity history
Automatic “lead status only”
Customer service tickets
Share documents with assigned roles
Method Integration Engine
QuickBooks lists syncing
Access CRM in web browser
QuickBooks transaction syncing
View all QuickBooks transactions
Custom fields and tables
Custom buttons and actions
Custom reports, charts and graphs
Payments gateways and portal
AERO Workflow Management
Method Field Services
Method Expense Reports
Method Professional Services
SaaSphalt and You Rang
NEXT, Practice Management Tool
Method CRM Benefits
The main benefits of Method CRM are its customizations, sync with Quickbooks, and great integrations. Here are more details:
Trace customer interactions to check employee performance. Allocate next steps, follow-ups, and send out work calendars to staffs to improve the daily business grind towards better efficiency for the continuous satisfaction of customers.
Sync with Quickbooks
Input data when integrated with the QuickBooks. The app has a patented Method Sync Engine approved by the developers of QuickBooks, Intuit, to assure smooth and precise QuickBooks data integration.
Through the drag-and-drop tool, customizing your workspace to match your workflows is possible even without coding knowledge.
Works with Gmail and popular apps
Method CRM allows you to check and create data straight from Outlook or Gmail and synchronize with planned events. Users can also export their contacts to MailChimp to start email campaigns or integrate with SmartVault to save or manage documents.
Customer Support Types
Method CRM Integrations
The following Method CRM integrations are currently offered by the vendor:
Method API for third-party app integration
Method CRM pricing is available in the following plans: