What is Method CRM?

Method is the highest-rated Quickbooks CRM. The platform allows you to tie financial data to all your business processes. You get a 360-degree view of quotes, balances, payments, refunds, receipts, and other relevant customer information. Sales and finance departments can work hand-in-hand to improve client communication and speed up the sales cycle. The system is also fully customizable, and you can create a tailor-made subscription. With Method:CRM, you pay for what you need versus a one-size-fits-all plan.

Customization Method: CRM is a fully customizable platform. You can go it alone or hire a customization expert to build a precise CRM solution for your business. During your free trial, you get one hour of free expert customization consulting. After that, you can choose a pay-as-you-go subscription for expert customization, which costs US$ 145/hour for up to 9 hours.

For projects that take 10+ hours, rates are reduced to US$ 120-140/hour. The customization services include: Free service: Receive assistance customizing fields, tables, web forms, templates, migration projects, and basic customization training. Paid customization expertise: This includes all of the above plus reports, automated workflows, customer portals, app creation, and advanced customization training. Lead Management Many businesses begin by managing both their customer and financial data out of QuickBooks. But as you scale, this arrangement often becomes unmanageable.

Integration with Method ensures you don`t clutter your financial data with prospective sales. Instead, all your lead information lives in Method until you win the sale. Once a deal closes, the lead data automatically populates the relevant spreadsheet in Quickbooks. Method also facilitates closing those deals faster by providing 24/7 self-service portals. Leads can approve an estimate online, then have all their data sync to QuickBooks.

Aside from syncing with Quickbooks, Method helps you capture and add leads to your contacts with just a few clicks. You can import client data from your email, spreadsheets, or webforms with ease. Email Integration Method:CRM provides native integrations with Gmail and Outlook. From your inbox, you can view customer profiles in the sidebar. This includes information such as contact details, purchase history, expected revenue, and more. You can add leads from the same window, send quotes, accept payments, or assign follow-up tasks. Email campaigns are also available, and you get unlimited contacts. Payment Portals Payment portals make it convenient for customers to pay and easier for you to collect.

All of your payment processing can occur within Method:CRM; you don`t need to log in to QuickBooks separately. For example, when you enter payment info into Method, it automatically syncs to Quickbooks. You don`t have to enter data twice. Customer portals create a 24/7 channel for payment processing. Method integrates with several popular payment gateways such as QuickBooks Payments, Paypal PayFlow, BrainTree, Authorize.NET, Stripe, and Shuttle. Customers get a secure and convenient way to pay, which means less time chasing payments. All payment information syncs to QuickBooks automatically, reducing errors and creating an accurate financial picture of your business. You can also set up an automated workflow to send out auto-receipts and thank you emails.

Reporting With Method, you won`t have to search for financial data in multiple spreadsheets. You can quickly generate reports using your preferred format, from pie charts to bar graphs and more. You`re also in control of the complexity.

Use the Report Designer to create custom financial reports that are as granular as you need them to be. The nested design lets you expand or contract the report to keep things simple or include more detail. Time Tracking Method can track time by employee, customer, or project, eliminating the need for punch cards, spreadsheets, and paperwork. Hours are then automatically synced to Quickbooks. You can also set up workflows that automate payroll and invoicing, reducing time spent on manual entry.