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Method CRM for Intuit Anywhere - Now Released
Back in June we blogged about Intuit announcing a new way of integrating with QuickBooks called Intuit Anywhere (“IA”). Starting today, all new Method CRM for QuickBooks Online users will be using IA to connect to QuickBooks. IA provides QuickBooks users a great new experience of connecting...
How do I move a template that I've already created in QuickBooks for my proposals into Method CRM?
Is it possible to change a customer back to a lead if added as a customer in error? (there aren't transactions or anything tied to it)
Re: ResaleNumber does not sync with Quickbooks (Customer)?
An update - we are still waiting to hear back from Intuit on when/if they are going to allow syncing with Resale Number in QB Online. We have pinged them again to see if they are getting us the answer this week as promised. Paul
Method CRM for QuickBooks Online now available!
It's no secret that we've been working on a QuickBooks Online version of Method CRM for some time now. We announced that we were working on it at Scaling New Heights in May to our Method Solution Providers . We were then highlighted by Alex Barnett from Intuit with an early version using Intuit...
Planning & Analysis of a Campaign
I have been playing around with the CRM portion of Method and have come across the Planning & Analysis tab under Campaigns. The fields, "Expected Revenue", "Budgeted Cost", and "Actual Cost" do not appear to have any effect on my Analysis. Is there some other reporting...
New Method CRM 2.0: Provides a refreshed workflow to CRM for QuickBooks
We’ve been very busy over the last few months. Want to know why? We’ve been working tirelessly on a refreshed version of Method CRM that now focuses on workflow and ease of access to your CRM and QuickBooks information. This was first previewed at Scaling New Heights in May and we received...
Intuit Anywhere announced, Method to sync with QB Online
It was nice to wake up this morning to see Method’s name splashed on ZDNet , and Intuit’s press releases. Today Intuit announced a new way of integrating with QuickBooks, called Intuit Anywhere . For QuickBooks users it’s a great way to connect your favorite web apps all in one place...
New CRM Feature: Web-to-lead forms unveiled at ISP Summit
We're happy to announce that "Method Web Forms" are now in beta. We unveiled this to Method Solution Providers at the Intuit Solution Provider Summit in Los Angeles last week. I had the pleasure of demonstrating and getting early feedback from MSPs such as Herman Baptist and Joe Woodard...
Community Webinar 24: Method CRM - Documents, Dashboard and Opportunity Stages
On Wednesday, April 28 @ 1:00pm , Amanda Mahadeo will be covering some exciting new features and updates released for Method CRM. Some of the topics that will be discussed are how to add attachments/documents to opportunities/solutions, an overview of the new charts on the Sales Center Dashboard and...
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