What is Method CRM?
Method CRM, the leading cloud-based CRM platform for small and medium-sized businesses that use QuickBooks, seamlessly integrates with your QuickBooks data to provide a comprehensive and customizable solution. With its patent-protected two-way sync, Method CRM ensures that your customer information, invoices, payments, and other critical data are always up-to-date, eliminating the need for tedious double data entry
Highlights
- Seamless QuickBooks integration with real-time data synchronization
- 100 customizable and code-free solution to fit the unique needs of your business
- Mobile-optimized access to customer details and key information on any device
- Automated workflows for lead management, estimate and invoice creation, and more
- Built-in online customer portals to enhance client engagement and service