Method:CRM offers businesses with a 100 percent customizable Customer Relationship Management solution that they can integrate with all versions of QuickBooks for efficient management of leads and customers.
Pricing:
Contact Management – $28/month
CRM Pro – $49/month
Compatibility:
QuickBooks (Pro, Premier, Enterprise)
Features And Benefits
Lead Management
Method:CRM automates lead collection by integrating with email like Gmail or Outlook. You can also upload spreadsheets and embed a form on the website to capture leads.
Efficient Customization
You can add unlimited fields as per the business needs. You can also customize transaction templates and populate them with items and prices from QuickBooks.
Integration With Apps
You can integrate Method:CRM with useful applications like PayPal, Mailchimp, Google Calendar, and Zapier to collect leads and build strong customer relationships.
Customer Management
Method:CRM has a user-friendly interface to manage customer data like purchase history, upcoming meetings, and interactions effectively.
CRM for QuickBooks
Method:CRM allows two-way sync with all versions of QuickBooks for a seamless flow of accounting data like invoices, payments, and transactions.
Sales Management
Method:CRM lets your customers make online payments through a secure portal and create invoices, and receipts, without the need for accessing QuickBooks.
QuickBooks Hosting with Method - A Complete Cloud Solution
Method:CRM is a cloud-based CRM that can be accessed from anywhere to get customer information and insights. It offers seamless integration with QuickBooks Desktop for automated data synchronization. Hosting QuickBooks on the cloud makes the entire business process online as, now, all your accounting data is also stored in a secure centralized location that can be accessed remotely. In addition, Ace Cloud cloud solutions include features like-
- Advanced Security Measures
- Business Continuity and Disaster Recovery
- Always-on Support
- 45-day Backup
- 10-day Free Trial
- 99.99% Uptime
