Method:CRM
Free App
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About Method:CRM
KNOW EACH CUSTOMER WITH CONTACT MANAGER - To keep your customers happy, you need to know a lot more than what their last QuickBooks invoice can tell you. With Method:CRM, you'll know each customer's history, plus what they need and when they need it so nothing gets missed.
STOP ENTERING DATA TWICE WITH QUICKBOOKS SYNC - You'll save so much time when your data is all in one place. We sync with QuickBooks better than anyone, and have the patent to prove it. Plus, our industry-leading sync engine is approved by the world-class team at Intuit.
TRACK LEADS AND OPPORTUNITIES OUTSIDE OF QUICKBOOKS - Track potential customers outside of QuickBooks. Your accountant will love you! Leads can be entered into Method:CRM by your staff, or via a web-to-lead form on your website where potential customers request product and service information. You can also track opportunities to manage your pipeline and assign follow-up activities to your team. Then, when you convert the lead into a customer, they’ll sync instantly into QuickBooks.
A CRM MADE FOR YOU IN MINUTES, 100% CODE FREE - We know one size does not fit all, especially for small business. That’s why Method:CRM is fully customizable with drag-and-drop tools… 100% code-free. You can have a system that’s just right for the way you get your work done.
STOP ENTERING DATA TWICE WITH QUICKBOOKS SYNC - You'll save so much time when your data is all in one place. We sync with QuickBooks better than anyone, and have the patent to prove it. Plus, our industry-leading sync engine is approved by the world-class team at Intuit.
TRACK LEADS AND OPPORTUNITIES OUTSIDE OF QUICKBOOKS - Track potential customers outside of QuickBooks. Your accountant will love you! Leads can be entered into Method:CRM by your staff, or via a web-to-lead form on your website where potential customers request product and service information. You can also track opportunities to manage your pipeline and assign follow-up activities to your team. Then, when you convert the lead into a customer, they’ll sync instantly into QuickBooks.
A CRM MADE FOR YOU IN MINUTES, 100% CODE FREE - We know one size does not fit all, especially for small business. That’s why Method:CRM is fully customizable with drag-and-drop tools… 100% code-free. You can have a system that’s just right for the way you get your work done.
All Application Badges
Free
downl.
downl.
Android
4.0+
4.0+
Bug
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buster
Android app
App History & Updates
What's Changed
Fixed an issue that was causing the iOS and Android apps to crash when selecting a link in some cases
Fixed an issue that was causing the iOS and Android apps to crash when selecting a link in some cases
Version update Method:CRM was updated to version 1.4
More downloads Method:CRM reached 1 000 - 5 000 downloads
What are users saying about Method:CRM
D
by D####:
by D####:
Really finding value in this app. Would love to have a way to categorize phone calls and text messages as activities from my phone with a button similar to the Gmail button. Next interview app should have Canadian business structure options to select: eg. Sole proprietor, partnership, corporation
R
by R####:
by R####:
If you like Method, you'll like the app!
by D####:
Severe failure and customer support was unorganized and unhelpful. You are better off to enter all of your invoices into QuickBooks manually. This app actually made more work for me instead of the other way around. When I tried getting them to fix the issues they said it had something to do with QuickBooks and sluffed off the fact that it was the screens they customized for me. Total waste of time and money.