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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
Note: RT QuickBooks is being discontinued effective 16th August 2023. Existing customers will continue to receive active support until 16th February 2024.
The plugin will remain available for purchase, but as an as-is, one-time payment solution, and its use will be at the customer's own discretion. The plugin is compatible with SugarCRM 9 as of its last release.
Sugar CRM users can now enjoy the power of QuickBooks accounting. Sugar integrates QuickBooks logs to track your sync history. This feature allows you to sync a record directly to QuickBooks. Sync QuickBooks customers with Sugar Accounts bidirectionally to keep both forums updated. With just one integration to your Sugar system, you can get a complete view of the customer. You can use QuickBooks to create invoices, inventory, and sales from Sugar. Your integrated logs will allow you to track your sync history. You can resolve conflicts using error messages in your QuickBooks log file. Also, you can track sync status messages. This feature allows you to sync a record to QuickBooks immediately. This elim
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
QuickBooks Online Advanced
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
MindCloud
Integrations
QuickBooks Online
QuickBooks Online Advanced
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
MindCloud
Pricing Details
$25.00/month/user
Free Trial
Free Version
Pricing Details
$99 per month
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
Rolustech
Country
United States
Website
www.rolustech.com/rtquickbooks/
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
Inventory Control
Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management
