Method CRM Pro

A customer relationship management system designed by Alocet.

About Method CRM Pro

Real-Time QuickBooks Sync Using Method Push

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.

Use CRM for Customer Management

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.

Add Industry Apps That Talk to Each Other!

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 Your Sales Force, Partners and Office

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 so that documents uploaded in Method appear in the SmartVault Toolbar in QuickBooks.

  • Unlimited contacts per customer or vendor. QuickBooks only provides you with a “Contact” and “Alt Contact”, which is just not enough, especially when you do business with companies rather than residences. Method allows you to maintain the names, phone numbers, emails, and job titles of all the people you have contact with in the organization.
  • Track leads outside of QuickBooks. You don’t need to fill your QuickBooks file with potential customers (“leads”). By using the “Is Lead Status Only” field, new customers entered in Method don’t sync to QuickBooks until you are ready.
  • Customer portals allow you to create a self-service “My Account” area on your website. Let your customers ask questions, see past transactions, make payments, and print existing invoices. You can fully customize the portals any way you want.
  • View and create QuickBooks transactions all in one place. Method’s real-time sync with QuickBooks not only lets you see transactions in a web browser - you can also create and modify transactions directly in Method that sync to QuickBooks instantly. QuickBooks does not need to be installed on a Method user’s computer as long as it is on at least one computer in your office.
  • 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.
  • Get sales forecasts at your fingertips. Get a total sales pipeline based on the value of all outstanding opportunities and the probability of them closing.
  • Gain insight with dashboards and analytics. Dashboards and Analytics help you know who your best customers, and best staff are, and who is falling between the cracks.
  • Create successful marketing campaigns. Create marketing campaigns and link invoices, sales receipts, bills and checks to determine their success.
  • Send marketing emails and letters with the List Builder. Use the List Builder to send email campaigns, and export specific groups of leads and customers to Excel for mail merge letters. Track the sent email or letter as a customer activity, and create automatic follow-ups for your sales staff.
  • Shared calendars allow you and your staff to see each other’s tasks and appointments. The drag and drop interface allows you to easily resize appointments, reassign appointments from one staff member to another, or move them to another date.

Product Overview

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