Method:CRM 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.

Pricing

Pricing Starts At:
$25.00/month/user
Pricing Information:
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Trial:
Yes

Integrations

View Integrations

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Company Details

Company:
Method Integration
Year Founded:
2010
Headquarters:
Canada
Website:
www.method.me/
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Media

Play Video Save time & get organized 360 Degree view of customers Follow-up reminders Streamline processes Increase sales with better sales processes Customize Method to fit your business
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Product Details

Platforms
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Phone Support
Online

Method:CRM Features and Options

CRM Software

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

Contact Management Software

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

Financial CRM Software

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

Construction CRM Software

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

Nonprofit Software

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

Method:CRM Lists