Method:CRM
A customer relationship management software that integrates with QuickBooks.
Product Overview
Method:CRM is a customer relationship management software that integrates with QuickBooks. It includes the ability to create custom fields and objects to store unique business data, and a scripting environment for automating tasks. The platform offers task management, billing, and invoicing capabilities. Sales teams can benefit from its sales forecasting and pipeline visualization tools, enhancing sales strategies and customer engagement.Pros
- Integrates with QuickBooks
- Sales forecasting and pipeline visualization tools
- Single sign-on and role-based user permissions
Cons
- Limited functionality for attaching files
- Some difficulties integrating with third-party inventory management platforms
Target Market
Small to medium-sized businesses that use QuickBooks for accounting.About Method:CRM
Method:CRM is a customizable CRM software with simplified contact management, activity tracking, accurate estimating, and two-way integration with QuickBooks. Method builds in solutions for lead management and invoicing. It also connects with a variety of apps including Gmail, Outlook, Mailchimp, and other integrations available via Zapier.
Method:CRM Features
- QuickBooks CRM
- Portals
- Integrations
- Lead management
- Customer management
- Customizable CRM
Method:CRM Pricing
The cost of Method:CRM starts at $25/user/month, billed annually. Monthly pricing is available. There is a 30-day free trial available. There is no free version available.
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