Key benefits
Future-proof your company with software that adapts with your business as it evolves. Create workflows that work the way you do. Method CRM’s no-code platform makes it easy to develop a solution or app perfect for your business.
Streamline your sales process, customize your invoices, quotes, and sales orders. With a lead list that everyone shares, your staff always has up-to-date customer information. Use activities to track emails and phone calls.
Contact and Transaction info - All in One Place Method’s two-way, real-time QuickBooks sync consolidates customer history and accounting data, giving everyone a 360-degree view of every customer. Keep QuickBooks clean and error-free!
How it works with QuickBooks
Method’s patented sync technology has everything you need to win more sales and serve customers all in one place.
Method’s sync provides more than just a view of your QuickBooks data — your team can edit and add QuickBooks data including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and more from within Method.
Details
30-day Free Trial • Unlimited Users & Contacts • Best-in-class support
Your customer information is kept in a single centralized list, making contact information easily accessible to all team members, so follow-ups happen faster, and customers remain loyal.
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