Method CRM - Sales Force Automation QuickBooks Software - CRM for QuickBooks
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Description
Method CRM Edition for QuickBooks contains all the features of Method Starter Edition, plus Customer Relationship Management (CRM) capabilities. Method CRM contains a Sales Center for ensuring no sales opportunity falls through the cracks, a Call Center to track and resolve customer service cases, and a Customer Portal so that your customers can view their account online.
Pricing
All accounts are based on a monthly subscription, and a price per user. Discounts may be available on more than 10 users. Overage fees are applicable on databases greater than 250 MB, and download bandwidth greater than 1 GB / month. Pricing may be subject to change.
New Users: Don't have a Method account? First month: $5 first user, $0 per additional user
Regular monthly subscription: $45 first user, $20 per additional user |  |
Existing Users: Already have a Method account?
Upgrade / downgrade to: $45 first user, $20 per additional user, monthly subscription
Note: upgrade / downgrade by signing into Method, and going to Customize > My Account. Do not sign-up here. Accountants & Bookkeeping services
If you maintain the QuickBooks company file for your clients and want to provide them with limited access to specific QuickBooks data, send them an invitation.
Features
- All Method Starter Edition features.
- Includes Customer Center, Vendor Center, Employee Center, plus Sales Center, and Call Center.
- Synchronizes in real time with QuickBooks from any web browser.
- Ability to view, add and edit almost all QuickBooks lists, such as customers, employees, vendors, classes, items, etc.
- Ability to view, add and edit almost all QuickBooks transactions, such as invoices, estimates, sales orders, bills, purchase orders, etc.
- Allows customers to log into their account with the enhanced CRM Customer Portal.
- Ability to add new fields to existing tables.
- Ability to create and customize screens based on existing tables.
- Create Campaigns, Opportunities, scheduled Activities, customer service Cases and Solutions.
- Use List Builder to create phone and email campaigns.
- Note: does not have the ability to create new tables, or import shared screens.
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