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.