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Track phone calls, emails and appointments for contacts and leads. Sync with QuickBooks customers and vendors, Outlook emails, and share your data using web forms and portals on your website.
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Track all communications
Track every interaction you have with your QuickBooks customers and vendors, including phone calls, emails, marketing letters, and services performed.
Maintain a proper activity history
Stop using Notes and Todo's in QuickBooks! Method allows you to categorize and search activities, set reminders and follow-ups, and assign tasks to other staff, all in one place.
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Sync with Outlook
Assign incoming and outgoing emails to QuickBooks customers, leads and vendors - so that they are accessible to your staff in Method. Create a sales opportunity or customer service case from an email. Access a Method Address Book to send emails to your QuickBooks contacts. Sync Outlook calendar appointments with Method appointments.
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Maintain unlimited contacts per customer or vendor
QuickBooks only provides you with a "Contact" and "Alt Contact", which is just not enough, especially when you do business with companies rather than residences. Method allows you to maintain the names, phone numbers, emails, and job titles of all the people you have contact with.
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Track leads outside of QuickBooks
You don't need to fill your QuickBooks file with potential customers ("leads"). By using the "Is Lead Status Only" field, new customers entered in Method don't sync to QuickBooks until you are ready.
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Share your activity history
Finally your staff will all be on the same page, thanks to shared access to financial transactions and activity history. When customers call in, your staff will know who they have talked to in the past and what was said. Great for customer service. Great for staff productivity.
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Schedule follow-up reminders
Don't let sales and customer service opportunities fall between the cracks! Assign appointments and follow-up activities to staff and external partners. In turn, they can assign or reassign activities to other staff and partners. The follow-ups will appear in each user's dashboard until they are completed.
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Set user permissions
Setup and assign roles to each of your users, determining their access to each area of Method.
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Share your calendars
Shared calendars allow you and your staff to see each other's tasks and appointments. The drag and drop interface allows you to easily resize appointments, assign appointments from one staff member to another, or move them to another date.
Sync Outlook appointments
Sync your Method calendar with your Outlook calendar. Yes, this allows you to add Method appointments directly from Outlook or your mobile Outlook!
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Setup customer portals
Portals allow you to create a self-service "My Account" area on your website. Let your customers ask questions, see past transactions, make payments, and print existing invoices. You can fully customize portals any way you want.
Create Web Forms for your website
Web forms allow your potential customers to request product and service information from your website and instantly create a lead, sales opportunity and a follow-up reminder for you in Method.
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