By Method Integration
This app is only available on the App Store for iOS devices.
The Top-Rated CRM For Small Businesses Who Use QuickBooks. When you have all your customer follow-ups and info in one place, it's easy to keep each customer happy. Track emails, phone calls, appointments and more to make sure each customer gets what they need, when they need it.
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.
What's New in Version 1.6.0
Fixed an issue that affected some users from signing in with their Google account.