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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

QXpress Scheduling Software is a comprehensive solution for scheduling, job costing, and batch invoicing, specifically tailored for QuickBooks users within the field services sector. This software enables you to arrange both one-time and recurring services for your customers, generate route lists and work orders, track time with start and stop entries, record materials utilized, and seamlessly post the completed work back to QuickBooks as an invoice. By integrating with QuickBooks, QXpress empowers you to effectively manage your operations while relying on QuickBooks for all your accounting needs. Discover the extensive array of features and advantages that QXpress offers. A common thread among all QXpress users is their reliance on QuickBooks, which means that every functionality within QXpress Scheduling Software is crafted to mirror the familiar look, feel, and operation of QuickBooks for you and your team. You can conveniently schedule services to appear automatically on your calendar according to your specified intervals, ensuring that your workflow remains organized and efficient. With QXpress, streamlining your scheduling and invoicing processes has never been easier.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Chat Agents Yes 
EasyParcel No 
Eventur Yes 
Freedom Merchants Yes 
Gmail Yes 
Google Calendar Yes 
Google Workspace Yes 
Mailchimp Yes 
MindCloud Yes 
PayPal Yes 
QuickBooks Online Advanced Yes 
Rambox Yes 
Simplii Yes 
SmartVault Yes 
Vonage Business Yes 
Wufoo Yes 
Xero Yes 
doForms Yes 

Integrations

QuickBooks Online Yes 
Chat Agents No 
EasyParcel Yes 
Eventur No 
Freedom Merchants No 
Gmail No 
Google Calendar No 
Google Workspace No 
Mailchimp No 
MindCloud No 
PayPal No 
QuickBooks Online Advanced No 
Rambox No 
Simplii No 
SmartVault No 
Vonage Business No 
Wufoo No 
Xero 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

No price information available.
Free Trial No 
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 No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

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) No 
In Person Yes 

Vendor Details

Company Name

Method Integration

Founded

2010

Country

Canada

Website

www.method.me/

Vendor Details

Company Name

QXpress

Country

United States

Website

www.qxpress.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

Employee Scheduling

Appointment Management No 
Automated Scheduling Yes 
Calendar Management No 
Employee Database No 
Group Scheduling No 
Messaging Yes 
Mobile Access Yes 
Payroll Management Yes 
Reporting/Analytics Yes 
Resource Management Yes 
Schedule Distribution Yes 
Scheduling Yes 
Shift Scheduling No 
Shift Swapping Yes 
Time Clock Yes 
Time Tracking No 
Vacation / Leave Tracking No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access No 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking No 
Time Clock Yes 
Work Order Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Alternatives

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