KNOW EACH CUSTOMER WITH CONTACT MANAGER - To keep your customers happy, you need to know a lot more than what their last QuickBooks invoice can tell you. With Method: CRM, you'll know each customer's history, plus what they need and when they need it so nothing gets missed. STOP ENTERING DATA TWICE WITH QUICKBOOKS SYNC - You'll save so much time when your data is all in one place. We sync with QuickBooks better than anyone, and have the patent to prove it. Plus, our industry-leading sync engine is approved by the world-class team at Intuit. TRACK LEADS AND OPPORTUNITIES OUTSIDE OF QUICKBOOKS - Track potential customers outside of QuickBooks. Your accountant will love you. Leads can be entered into Method: CRM by your staff, or via a web-to-lead form on your website where potential customers request product and service information. You can also track opportunities to manage your pipeline and assign follow-up activities to your team. Then, when you convert the lead into a customer, they'll sync instantly into QuickBooks. A CRM MADE FOR YOU IN MINUTES, 100% CODE Free - We know one size does not fit all, especially for small business. That's why Method: CRM is fully customizable with drag-and-drop tools. 100% code-free. You can have a system that's just right for the way you get your work done.
Operating System Android