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features
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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Chat Agents
EasyParcel
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
MindCloud
PayPal
QuickBooks Online Advanced
Rambox
Simplii
SmartVault
Vonage Business
Wufoo
Xero
Zapier
doForms

Integrations

QuickBooks Online
Chat Agents
EasyParcel
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
MindCloud
PayPal
QuickBooks Online Advanced
Rambox
Simplii
SmartVault
Vonage Business
Wufoo
Xero
Zapier
doForms

Pricing Details

$25.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Product Features

Employee Scheduling

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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