Say goodbye to
setup time, double-entry,
and off-the-shelf software.
Say hello to efficiency.
Amazing things happen when your CRM talks
nicely to your QuickBooks.
Tour: Overview
Contact management
- Track phone calls, emails and appointments for contacts and leads.
- Allow customers to view and pay invoices online using portals.
- Manage and share tasks, documents and processes with staff and partners.
- Close more deals and convert them into QuickBooks invoices.
QuickBooks sync
- Syncs with QuickBooks and QuickBooks Online.
- Method uses patent-pending Method Push™ sync technology to mirror your QuickBooks data in real-time.
- Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, and much more.
Customization
- No two businesses are identical. Configure your system to match your business processes.
- Everything in Method is designed using the same drag and drop tools that are available to you as a user.
- Create your own tables, fields, screens, buttons - the sky is the limit.
Gmail, Outlook and more
- Integration with Google Apps allows you to view and add QuickBooks and CRM data directly from within Gmail.
- The Outlook plug-in syncs emails and calendar appointments.
- Connects with SmartVault.com for document management.
- Uses Intuit Merchant Services, Authorize.NET and more for credit card processing.
