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Average Ratings 11 Ratings

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Description

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Description

Now Commerce is a web-based B2B eCommerce portal seamlessly integrated with QuickBooks. It empowers wholesalers, manufacturers, and distributors to efficiently manage orders from their wholesale customers through a single, intuitive dashboard. As orders are received, they are automatically synchronized with QuickBooks, eliminating the burden of manual order entry. Compatible with both QuickBooks Desktop and QuickBooks Online. Now Commerce offers flexible modules that can be used independently or combined to craft a tailored B2B eCommerce solution. B2B CUSTOMER PORTAL - Allow your wholesale customers to conveniently place orders online. SALES REP PORTAL - Let your sales representatives enter orders online for their designated accounts and deliver exceptional customer service from any location. SHIPMENTS MANAGER - Efficiently dispatch shipment requests from QuickBooks to your 3PL provider or in-house shipping software, while also recording confirmations of completed shipments.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Chat Agents Yes 
Eventur Yes 
Freedom Merchants Yes 
Gmail Yes 
Google Calendar Yes 
Google Workspace Yes 
Mailchimp Yes 
Microsoft Outlook Yes 
MindCloud Yes 
PayPal Yes 
QuickBooks Desktop Pro No 
QuickBooks Enterprise No 
QuickBooks Online Advanced Yes 
Simplii Yes 
SmartVault Yes 
Vonage Business Yes 
Xero Yes 
Zapier Yes 
doForms Yes 

Integrations

QuickBooks Online Yes 
Chat Agents No 
Eventur No 
Freedom Merchants No 
Gmail No 
Google Calendar No 
Google Workspace No 
Mailchimp No 
Microsoft Outlook No 
MindCloud No 
PayPal No 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Advanced No 
Simplii No 
SmartVault No 
Vonage Business No 
Xero No 
Zapier No 
doForms No 

Pricing Details

$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Trial Yes 
Free Version No 

Pricing Details

$150-$280/m after free trial
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Method Integration

Founded

2010

Country

Canada

Website

www.method.me/

Vendor Details

Company Name

Now Commerce

Founded

2003

Country

United States

Website

www.nowcommerce.com

Product Features

Construction CRM

Client Tracking No 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Contact Management

Activity Management Yes 
Appointment Management No 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation Yes 
Shared Contacts No 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Nonprofit

Accounting Yes 
Committee Management No 
Donor Management Yes 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

Product Features

B2B eCommerce

Transform your wholesale business by moving your clients from traditional phone and email orders to an efficient online platform. Specifically crafted for wholesalers, manufacturers, and distributors who use QuickBooks, the Now Commerce B2B Customer Portal enables your wholesale clients to conveniently place orders through your customized portal. When orders are made online, they are automatically integrated into QuickBooks, which greatly decreases the workload associated with order entry. Now Commerce works seamlessly with both QuickBooks Desktop and QuickBooks Online. With secure, invitation-only access, your wholesale customers can explore tailored order guides that include exact product numbers, detailed descriptions and images, real-time inventory information, and custom pricing. By utilizing the self-service features, they can quickly check the status of their open orders, obtain delivery or tracking information, and review their previous orders and payments.

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management Yes 
Order Management Yes 
Purchasing No 
Returns Management No 
Sales Forecasting No 
Shipping Management Yes 
Warehouse Management No 

Field Sales

Revolutionize your B2B sales approach with the Now Commerce Sales Rep Portal. This cutting-edge platform equips your sales personnel—whether they operate in-house, in the field, or through representative agencies—to efficiently input orders for their respective accounts using a tailored sales rep interface. The Sales Rep Portal allows your team to easily place orders, access up-to-the-minute inventory information, and provide tailored customer support from any device, at any location. It streamlines the sales process by displaying wholesale pricing, facilitating order tracking, and supporting various pricing structures, all of which help to strengthen client connections. Online orders are seamlessly integrated with QuickBooks, significantly lowering your order entry demands. Now Commerce works flawlessly with both QuickBooks Desktop and QuickBooks Online. Step into the future of B2B sales with the Now Commerce Sales Rep Portal—a sophisticated solution designed to empower your sales team and enhance your business outcomes.

Activity Tracking No 
CRM No 
Channel Management Yes 
Collaboration Tools No 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management No 
Fast Estimates No 
Inventory Management Yes 
Invoices Yes 
Lead / Opportunity Management No 
Online Payments No 
Order Management Yes 
Quoting No 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Food Service Distribution

Convert your wholesale clients and sales personnel from traditional phone and email ordering to a streamlined online platform. This solution is ideal for wholesale coffee roasters, bakeries, specialty food manufacturers, beverage distributors, produce suppliers, and various food and beverage wholesalers. With the B2B Customer Portal, your wholesale clients can easily place orders online. This secure, invitation-only platform allows wholesale customers to explore personalized order guides tailored to their needs, complete with accurate product numbers, detailed descriptions, images, real-time inventory updates, and customized pricing. Additionally, the Sales Rep Portal empowers your sales team—whether they operate in-house or on the field—to efficiently input orders for their assigned accounts via a personalized sales representative interface. Online orders are automatically synced with QuickBooks, significantly decreasing your order entry workload. Now Commerce integrates seamlessly with both QuickBooks Desktop and QuickBooks Online.

Costing No 
Customer Management Yes 
Import / Export Management No 
Inventory Management Yes 
Lot Tracking No 
Order Management Yes 
Picking & Routing No 
Purchasing No 
Quotes / Estimates No 
Traceability No 
Vendor Management No 
Warehouse Management No 

Order Entry

Now Commerce is an ideal solution for wholesalers, manufacturers, and distributors aiming to transition their teams, wholesale clients, and sales representatives from conventional phone and email orders to a more efficient online platform. Our B2B Order Entry Portal enables your staff to submit orders digitally on behalf of any of your wholesale customers. The B2B Customer Portal empowers your wholesale clients to effortlessly place orders online. With secure, invitation-only access, they can view tailored order guides that include precise product numbers, comprehensive descriptions and images, real-time inventory updates, and individualized pricing. The Sales Rep Portal allows both inside and outside sales teams to conveniently input orders for their assigned accounts. As orders are received, they are seamlessly integrated into QuickBooks, reducing your order entry burden. This solution works with both QuickBooks Desktop and QuickBooks Online. It’s easy to implement and can be operational in just a few days, rather than the typical weeks or months.

Back Order Management Yes 
Customer Database Yes 
Inventory Management Yes 
Order Fulfillment Yes 
Order Management Yes 
Real Time Order Entry Yes 
Remote Order Entry Yes 
Shipping Management Yes 
Warehouse Management No 

Order Management

Back Order Management Yes 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management No 
Shipping Management Yes 
Special Order Management Yes 

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