Method:CRM

Method:CRM is a comprehensive customer relationship management tool tailored specifically for users of QuickBooks. This platform aims to streamline business operations from lead generation to customer retention by offering a suite of customizable features that enhance productivity.

Key functionalities of Method:CRM include:

• Lead Management: Efficiently track and manage leads through automation, ensuring that no potential customer is overlooked.
  
• Invoicing and Payments: Simplify the invoicing process by creating customized invoices that can be tracked and managed directly within the platform.
  
• Time Tracking: Monitor project hours effectively, providing insights into labor costs and project management.
  
• Job Scheduling: Organize and schedule jobs efficiently, ensuring optimal resource allocation and timely project completions.
  
• Two-way QuickBooks Sync: Maintain data integrity and security with a seamless two-way synchronization between Method:CRM and QuickBooks, allowing for real-time updates of customer and financial data.
  
• Customizable Workflows: Build personalized workflows without any coding, tailored to meet specific business requirements.
  
• User-friendly Interface: Employ a drag-and-drop interface that simplifies the user experience, making it accessible for all team members.
  
• Portals for Customers: Empower customers with online portals that allow them to make payments and approve estimates directly, enhancing customer engagement and satisfaction.
  

The platform is particularly beneficial for manufacturers, wholesalers, distributors, and trades contractors who have outgrown their existing systems. By using Method:CRM, businesses can expect faster cash flow due to improved efficiency in managing customer relationships. Furthermore, prospective users can explore its capabilities through a risk-free trial, which does not require a credit card for sign-up.