Maintain a proper activity history. Stop using Notes and Todo's in QuickBooks! Method allows you to track every interaction you have, including phone calls, emails, appointments, marketing letters, and services performed. Set reminders and follow-ups and assign tasks to other staff, so that nothing gets forgotten.
Close more sales deals. Your sales team will see which opportunities are ready to close, as well as the probability and value of each deal at a glance. Method also allows your sales team to share details with their co-workers, helping deals close even when they are away from their desk.
Deliver superior customer service. Cases allow you to create and track customer service tickets to help your staff share and solve issues. Customers can create, update or view the status of tickets, as well as view existing solution articles through the customer portal.
Upload and share documents with your entire organization. Assign documents to activities, customers, opportunities, QuickBooks transactions, or anything you desire (via customization). Method also integrates with SmartVault.com so that documents uploaded in Method appear in the SmartVault Toolbar in QuickBooks.