Method:CRM Software
Company Name: Method Integration
About: Method Mill's data piping solution enables you to unlock insights across your data sources.
Headquarters: New York, New York, United States.
Method Overview
What is Method?
The Method:CRM app is a customer relationship management tool designed for growing businesses that use QuickBooks. It helps businesses to close deals faster, maximize productivity, and keep customers happy. The app allows users to manage leads, sales, and customer interactions from anywhere, at any time.
Features
- 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.
Official Screenshots
Product Details and Description of
this app:CRM is the #1 CRM for growing businesses that use QuickBooks. Use this app to close deals faster, maximize your productivity, and keep your customers happy — no matter where your day takes you. Here are the key benefits of the this app iOS app. #1 Give every lead the attention needed to close the sale. • Instantly assign a sales rep to each new lead to kickstart your nurture efforts. • Stop deals from slipping through the cracks with seamless opportunity management. • Convert leads to QuickBooks customers with the click of a button. #2 Bring revenue in faster with a streamlined sales process. • Empower your sales reps to create sales and purchase transactions without QuickBooks access. • Get paid sooner with easy online payment options for your customers. • Sync data between this app:CRM and QuickBooks in real-time for seamless accounting. #3 Drive more repeat business with excellent customer service. • Gain a 360-degree of every customer from their purchase history to recent interactions with your team. • Schedule automatic reminders to follow up with your customers and leads. • Send individual or mass emails directly from this app:CRM. #4 Finally, a CRM that meets your every need. • Customize your this app:CRM account, so it’s perfect for your business. • Create workflow automation that mirrors your exact processes and saves you time. • Get data-driven insights from custom fields and personalized reports.
Top Reviews
By Brandow Consulting
Technology Consultants
I've been using this for a month now. Amazing! My favorite is the contact screen. Simple. I'm using it more and more each day. All my business related contacts are in this app. I can customize the screen on my laptop, then see the results on my iPhone! Man, I've been waiting for this. It fully integrates with all versions of QuickBooks. Its fully customizable - and it's accessible in the palm of my hand.
By SageZachSmith
Great CRM
this app has been excellent in assisting our sales process and allowing us to map out our pipeline.
By MkayII
Can't even log in...
Liked the idea of being able to access this app while on the go with my phone. Unfortunately I can even log in, and yes my log in information is correct as I go to my computer and enter my credentials and it works fine. Not sure if the app is even supported anymore? Some fixes would be nice.
