Method Reviews

What is Method?

Method is a fully customizable CRM solution for small businesses that integrates seamlessly with QuickBooks Desktop and Online. With the patented QuickBooks integration, customer information, invoices, payments, and more are instantly synced in both Method and your QuickBooks account, eliminating the need for double data entry. It also automates the lead collection, as well as estimate and invoice creation, saving time and increasing productivity.

Due to the CRM’s adaptable interface, businesses can design a system customized to their unique requirements. With its drag-and-drop features, customization is simple and doesn’t require coding knowledge. Workflows, custom fields, and even online customer portals are all possible. Furthermore, it is also designed to work on any device, including desktop and mobile. Next, it enables remote lead management, workflow automation, and sales activity tracking. Finally, its integrated online customer portals offer outstanding customer care, retaining users and keeping them coming back for more.

The advantages of the CRM include streamlining operations and boosting accuracy and efficiency. A data-driven approach to marketing and sales is made possible by the 360-degree perspective of client data, and the activity tracking tool aids in keeping track of team performance.