Method CRM - Sales Force Automation QuickBooks Software - CRM for QuickBooks

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.

• New Users: Don't have a Method account?

  First month: $0 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.