| Price | Contact Management: $25/user/month CRM Pro: $44/user/month CRM Enterprise: $74/user/month |
|---|---|
| Rating | 4.4/5 Based on 287 reviews on G2 |
| Business Function | |
| Industry | |
| Compatibility | (QuickBooks Pro | QuickBooks Premier | QuickBooks Enterprise) | Shuttle | Moneris | Shopify | Gmail | Outlook | MailChimp | Zapier | Xero | QuickBooks Online. |
| Developer | Method Integration Inc. |
Method CRM is a versatile customer relationship management software that offers error-free operations due to its two-way integration with QuickBooks. For instance, you can create an invoice in Method and sync it with QuickBooks, eliminating the need for double entry.
From customer management, email campaigns, and work orders to employee management, Method CRM offers a variety of features.
Method CRM is a mobile application that can be installed on your smartphone. Therefore, you can track leads, sales, employee time, and more from anywhere at any time. It also offers an online customer portal where customers can view invoices, make payments, and approve documents, eliminating the need for constant inquiries and improving customer experience.
Method CRM offers a 14-day free trial so you can experience all its features beforehand. To take advantage of the free trial, you just need to go to their homepage and sign up. No credit card info is required.
Method CRM integrates with your email to get easy access to all your lead information and manage the lead lifecycle efficiently.
Method CRM aids payroll management in QuickBooks with its easy-to-use timesheets, filled and approved in real-time.
Method offers effective integrations with some of the most useful apps, such as Gmail, Google Calendar, Outlook, Paypal, MailChimp, and more.
Method CRM offers clear, easy-to-understand invoice templates that you can customize and optimize invoice payments and approvals.
Create work orders easily from estimates, assign the order to respective workers, and track them on the mobile app in real time.
Customize the dashboard, reports, customer portal, workflows, web-to-lead forms, and more as per your business requirements.
Ace Cloud Hosting deploys a multi-tier security infrastructure to safeguard your clients’ data: Protected at physical, network, admin, and endpoint levels with IAM, data encryption, and more.
Ace Cloud Hosting can scale your IT demands with the growing requirements. You need to pay only for what you use and not a penny more. This reduces your in-house IT overheads and hassles.
Ace Cloud Hosting offers 24x7 dedicated customer support. You can reach out to our cloud experts by phone, chat, or email. We offer better resolution in minimum response time.
Ace Cloud Hosting hosts your QuickBooks Desktop and data on Tier-5 data centers with infrastructure redundancy, fault-tolerant systems, and advanced security features.
Hosting QuickBooks on the cloud allows you to integrate as many applications as you want with QuickBooks, helping you create a comprehensive business solution.
Ace Cloud Hosting guarantees an uptime of 99.99% in our SLA. We ensure uninterrupted operations with business continuity and disaster recovery plans disaster recovery plans, as well as HPC servers for continuous connectivity.
Sign up to your Method account and contact the Method Support team to turn on your account's roaming feature.
Connect with us to install the Method Sync Engine.
Log onto the server and open QuickBooks to the correct QuickBooks company file. The Method sync engine will launch automatically.
Enter your Method email and password and begin a sync to your Method account.
Method CRM offers integrations in:
