App of the Day

Complete sales & marketing CRM for small businesses.

vs.
Method:CRM

The #1 CRM for Quickbooks

2-Way Email Integration
Bulk Email Sending
Calendar Management
Calls Automatically Tracked
Contacts, Leads & Opportunities
Customer Portal
Ecommerce Integration
Email Templates
Interaction Tracking
Task Management
Track Email Link Clicks
Track Email Opens
Categories
Categories
Pricing

Free - $80 / Month

Pricing

$25 - $40 per month

Operating Systems
Operating Systems
Integrations

21

Integrations

2

regions

Global

regions

Global

Overview

Agile CRM is a complete sales & marketing CRM for small businesses. 

It has all you need – contact management, marketing automation, web analytics, appointment scheduling, telephony, 2 way emails, real time activity alerts and much more.

With Agile, small business owners can now:

  • Attract prospects with landing pages, social engagement 
  • Track and Score leads automatically based on web activity 
  • Nurture and convert them with automated and targeted multi-channel campaigns 
  • Communicate directly from Agile with 2 way emails and calls - And, even manage customer payments and provide support

Method:CRM, a Customer Relationship Management application for small to medium sized businesses is known for its industry-leading synchronization with QuickBooks, and it's fully customizable drag-and-drop platform. No coding required!

Unique Features & Benefits

Process Centric

Agile creates new tasks automatically for your team based on customizable workflow rules

Telephony

Make, receive and record calls with industry-leading telephony features

Deal Milestones

Manage multiple deal tracks and deal stages in your pipeline to close more sales

Appointment Scheduling

Automate your meetings and eliminate no-shows with Agile's online scheduling system

Eye-candy Reports

Canvass your business performance with insightful team reports & advanced graphical metrics

Gamification

Gamify your sales with leaderboards and email reports

Stay Organized with Contact Manager

  • Track phone calls, emails, and appointments for contacts and leads.
  • Send estimates and invoices that sync to QuickBooks, and receive payments.
  • Manage and share tasks, calendars, schedules and processes with staff and partners.
  • Close more deals and convert them into QuickBooks invoices.

Save Time with QuickBooks Sync

  • Syncs with QuickBooks Desktop and QuickBooks Online.
  • Method's patented bi-directional sync technology mirrors your QuickBooks data in real-time. You'll save time by only entering data ONCE.
  • Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, and much more.

Customize it to Your Workflows

  • No two businesses are identical. Configure your CRM to match your unique way of getting your work done. You’ll have a system that’s made just for you.
  • Everything in Method is designed using the same drag-and-drop tools that are available to you as a user.
  • From uploading your logo and colors to creating your own tables, fields, screens, buttons and more – the possibilities are endless when you have a fully customizable CRM.

Works with Gmail, Outlook, MailChimp, SmartVault, and more!

Get Paid with Customer Portals

  • Look Fortune 500 Professional with a “my account” section on your website where your customers can view and pay invoices.
  • Web Forms allow your potential customers to request product and service information from your website and instantly create a lead, sales opportunity and a follow-up reminder for your sales staff.

Do More with Method Add-ons

  • Use specialized Add-ons to get more done with Method.
  • From Field Services and Workflow Management to Expense Reports and more, Add-ons give you new functionality by extending your Method:CRM Pro account.

See how it works