Method CRM

Method CRM is a Customer Relationship Management system that fully integrates with many QuickBooks Accounting Systems. Method offers users many great features that can help to both organise and extend the life of your QuickBooks Desktop systems.

Please feel free to contact us if you have any questions or would like to have a quick demo.

What can Method CRM offer you:

          Contact Manager

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  • Track phone calls, emails, and appointments for contacts and leads.
  • Send estimates to contacts and leads, and receive payments.
  • Manage and share tasks and processes with staff and partners.
  • Close more deals and convert them into QuickBooks invoices.

    QuickBooks Sync

  • Syncs with QuickBooks and QuickBooks Online.
  • Method’s patented bi-directional sync technology mirrors your QuickBooks data in real-time. You’ll save time by only entering data ONCE.
  • Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, and much more.

    Works with Gmail, Outlook, MailChimp, and more!

  • Integration with Gmail and Outlook means you can view and add QuickBooks and CRM data directly from within Gmail or Outlook.
  • The Outlook plug-in syncs emails PLUS your calendar appointments.
  • Export your Method and QuickBooks contacts directly to MailChimp for email marketing.

    Fully Customisable

  • No two businesses are identical. Configure your CRM to match your business processes.
  • Everything in Method is designed using the same drag-and-drop tools that are available to you as a user.
  • From uploading your logo and colours to creating your own tables, fields, screens, buttons and more – the possibilities are endless when you have a fully customizable CRM.

 To claim your free 30 day Method CRM trial please click here.

Or alternatively call us on +44 (0)844 445 7204