Method Integration

Method Integration

1 Review

What is Method Integration?

Quickbooks CRM platform provided by Method:CRM offers the most powerful Quickbooks sync and it's 100% customizable. As the #1 rated CRM by QuickBooks users, Method empowers thousands of small and medium sized Businesses that have outgrown their processes by streamlining their operations and increasing their sales. Method as a Quickbooks CRM gives you the tools you need to manage your contacts, create estimates, sales orders, invoices and more in one platform.

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Method Integration Key Features

QuickBooks CRM

QuickBooks Desktop & Online Integrations

QuickBooks Patented Two-way Sync

Zapier Integration

Gmail Integration

Calendar Integration

Mailchimp Integration

PayPal Integration

Customizable CRM

Lead & Customer Management

What is Method Integration?


Method Integration Product Details

Integration

Two-way Method:CRM & QuickBooks sync. Our patented real-time sync, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. With Method:CRM, your teams can say goodbye to double data entry and focus on what matters - growing your business. Method:CRM integrates with both QuickBooks Online and QuickBooks Desktop, empowering you to run your business from anywhere, on any device. Whether you’re working from home or on the road, you can stay organized and efficient with remote access to QuickBooks thanks to Method:CRM. Make the best QuickBooks CRM even better. Method:CRM offers native integrations with apps like Gmail and Outlook, or you can connect hundreds of other apps via Zapier. With Method:CRM, you can manage all your daily workflows through one simple system - anytime, anywhere.

Customization

100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs. A personalized CRM that meets your business needs and goes beyond traditional CRM capabilities with custom workflows, commission trackers, and online customer portals. Full-service customization is available. A team of expert consultants who can customize Method:CRM so it’s perfect for you are just one click away.

Powerful lead management

Forget about manually entering sales leads and spending hours on admin work. Instead, use Method:CRM so your sales team can focus on finding new prospects, nurturing leads, and closing deals. Don’t clutter your accounting data with potential sales. Add as many leads as you want to Method:CRM and only turn them into customers in QuickBooks when a sale is made. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM.


Method Integration Pricing

Contact Management Plan: Simple lead and customer management to help you close deals and drive repeat business - $25/user/month

CRM Pro Plan: Powerful QuickBooks CRM to help you simplify your sales process and get paid faster - $44/user/month

Enjoy the flexibility of plans that scale with you, with no limit on the number of paid users you can add to your account.


Method Integration Free Trial Information

Try Method:CRM FREE for 30 days! No credit card. No contract.

Method CRM free trial includes a personalized demo, 1 free hour of customization, and unlimited users.


Countries Method Integration Services Available In

QuickBooks Desktop - USA, Canada, Australia, and UK QuickBooks Online - USA, Canada, Australia, UK, India, and Global


Method Integration Support & Customer Service

Method's Customer Success team offers outstanding customer support through phone, online chat, e-mail, and support ticket. You can always find useful hands-on information through our Help Center with video tutorial and knowledge base.

Our Community forum is also available for any questions and discussions with our experts.

You are offered with one hour of consultation on customization of Method CRM after a Free Trial is signed up. Method CRM has a team of expert consultants who can adapt Method to perfectly suit your needs — while you focus on getting work done.

All support is offered in English.


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Method Integration Reviews

5.0

Excellent!

1 Review

Last reviewed on
22 August 2013

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Friday, August 23, 2013

I have been consulting on QuickBooks for about 15 years. The more that I consult with clients on QuickBooks, the more that I am finding that I need to let QuickBooks do the accounting and other systems do the business work flow. Method CRM allows me to bring the whole package to my clients.
When we started introducing Method CRM to our clients, it really opened their eyes to being able to have integrated systems and not having to duplicate their efforts. Method CRM has a flawless two way sync engine that will update the customer information in either system. With this we have been able to tailor the system for the things that their employees needed to see. Being able to customize Method CRM has opened doors for us that were impossible to do just with QuickBooks alone. QuickBooks along with Method CRM is definitely a winning combination.
It is amazing how we can help our clients with all of their business needs.

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