- Instantly assign sales reps to new leads
- Seamless opportunity management to prevent deals from slipping through the cracks
- Convert leads to QuickBooks customers with a single click
- Empower sales reps to create sales and purchase transactions without QuickBooks access
- Easy online payment options for customers
- Real-time data syncing between Method:CRM and QuickBooks for seamless accounting
- Gain a 360-degree view of every customer from their purchase history to recent interactions with your team
- Schedule automatic reminders to follow up with customers and leads
- Send individual or mass emails directly from Method:CRM
- Customizable account to fit the needs of your business
- Create workflow automation to save time
- Get data-driven insights from custom fields and personalized reports.