A customer relationship management system designed by Alocet.
Method uses its patent-pending sync technology to mirror your QuickBooks data onto the web. Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, and much more.
No two businesses are identical. Configure your system to match your business methods. Every screen and process in Method is designed using the same drag and drop tools that are available to you as a user.
Track phone calls, emails and appointments for contacts and leads. Sync with QuickBooks customers and vendors, Outlook emails and appointments, and share your data using web forms and portals on your website.
Method CRM Pro allows you to import Method-branded apps, such as Method Field Services and Method Expense Reports, free of additional charge. All apps share common QuickBooks and CRM data, and are fully customizable!
Manage and share tasks, documents and processes with staff and partners. Create and share marketing campaigns and sales opportunities. Close deals and convert them into QuickBooks invoices. Use dashboards to determine who your best customers are, best staff are, and who is falling between the cracks.
Activities & tasks - Maintain a proper activity history. Stop using Notes and Todo’s in QuickBooks! Method allows you to track every interaction you have, including phone calls, emails, appointments, marketing letters, and services performed. Set reminders and follow-ups and assign tasks to other staff, so that nothing gets forgotten.
Opportunities - Close more sales deals. Your sales team will see which opportunities are ready to close, as well as the probability and value of each deal at a glance. Method also allows your sales team to share details with their co-workers, helping deals close even when they are away from their desk.
Cases & Solutions - Deliver superior customer service. Cases allow you to create and track customer service tickets to help your staff share and solve issues. Customers can create, update or view the status of tickets, as well as view existing solution articles through the customer portal.
Documents - Upload and share documents with your entire organization. Assign documents to activities, customers, opportunities, QuickBooks transactions, or anything you desire (via customization). Method also integrates with SmartVault.com so that documents uploaded in Method appear in the SmartVault Toolbar in QuickBooks.
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