Method Integration - Tour: Manage your Whole Business


Get organized! Manage and share internal tasks and processes with everyone at your company, regardless of their job role.

Enhance communication in your office Get your entire company logging activities and sharing information, not just your sales team. More than just CRM! Manage more than just customers, manage internal tasks and projects. Get and stay organized! Keep all your important business data and procedures in one place. Write, maintain and share 'Solution' articles for an internal knowledge base.

	Upload, share and manage documents Upload documents and attachments into Method so that they can be shared with your entire organization. Assign documents to activities, customers, opportunities, QuickBooks transactions, or anything you desire (via customization).

Generate and deliver QuickBooks reports Schedule QuickBooks reports to be uploaded to Method and delivered to your staff when they sign in.

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