About: Method: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.
Table of Contents:
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.
- 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.
- Simple and easy-to-use contact screen
- Helpful in assisting sales process and pipeline mapping
By Megawampum2
I am a CPA and QuickBooks ProAdvisor and until very recently I was an Advanced this app Consultant - that is until this app deleted our company’s data...not once but twice - forcing us to rebuild our data. After that I could not in good conscience recommend this app to any of our clients. this app’s CEO, tried to buy my silence by asking me to sign a non disclosure agreement in exchange for a cash payment, which I refused. People need to know that their data is not safe with this company and that our situation is not an isolated incident.
And to be clear, this was not due to non-payment. Also my data was irretrievably deleted.
By parent 2332
No Face ID options
This becomes a pain when passwords need to be long and random for security
By M@ds98
I put in my log in credentials, which I have verified are correct, and the dashboard pops up for a second before I am brought back to the log in screen. Still have not been able to get in and check Method out.
By James Robert Caldwell
A lot of glitches, unstable, saving issues.
By wiiwiwuiwiiwuuiwieuue
Horrible UX
By MkayII
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 Method is even supported anymore? Some fixes would be nice.
By Brandow Consulting
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
this app has been excellent in assisting our sales process and allowing us to map out our pipeline.
Yes. Method:CRM is very safe to use. This is based on our NLP (Natural language processing) analysis of over 17 User Reviews sourced from the Appstore and the appstore cumulative rating of 2.2/5 . Justuseapp Safety Score for Method Is 49.9/100.
Yes. Method:CRM is a totally legit app. This conclusion was arrived at by running over 17 Method:CRM User Reviews through our NLP machine learning process to determine if users believe the app is legitimate or not. Based on this, Justuseapp Legitimacy Score for Method Is 100/100..
Method:CRM works most of the time. If it is not working for you, we recommend you excersise some patience and retry later or Contact Support.
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