Method CRM

Method CRM

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Method CRM: The #1 QuickBooks-Integrated CRM for Growing Businesses

Stop double-entry and close deals faster. Empower your team with real-time accounting sync, automated workflows, and the tools to manage your entire business from anywhere.

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Publisher

Alocet Incorporated

Category

Business

Downloads

0

User Rating

5.0/5

Total Ratings

0

Locales

1

Your Workflow in Action

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Mobile screen of Method CRM showing real-time QuickBooks sync and integration settings

Mobile screen of Method CRM showing real-time QuickBooks sync and integration settings

Method CRM mobile app interface displaying a list of business contacts and customer leads with their phone numbers and emails

Method CRM mobile app interface displaying a list of business contacts and customer leads with their phone numbers and emails

Method CRM mobile app displaying complete customer history and contact details

Method CRM mobile app displaying complete customer history and contact details

Method CRM mobile app interface for creating sales invoices on the go

Method CRM mobile app interface for creating sales invoices on the go

Mobile dashboard in Method CRM displaying custom sales reports with activity bar charts and a sales leaderboard.

Mobile dashboard in Method CRM displaying custom sales reports with activity bar charts and a sales leaderboard.

The Only CRM Built for QuickBooks Users

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Instant QuickBooks Integration

Sync invoices, payments, and customer data in real-time. Gain a 360-degree view of your business without ever needing to open QuickBooks.

🚀

Accelerate Your Sales Cycle

Capture leads, assign reps, and send professional estimates directly from the field to ensure no high-value opportunity slips through the cracks.

💰

Automated Cash Flow

Get paid faster with automated payment reminders and secure online portals that make it effortless for your clients to settle their invoices.

About the app

Everything you need to know about Method CRM.

Description

Method:CRM is the #1 CRM for growing businesses that use QuickBooks. Use this app to close deals faster, maximize your productivity, and keep your customers happy — no matter where your day takes you. Here are the key benefits of the Method iOS app. #1 Give every lead the attention needed to close the sale. • Instantly assign a sales rep to each new lead to kickstart your nurture efforts. • Stop deals from slipping through the cracks with seamless opportunity management. • Convert leads to QuickBooks customers with the click of a button. #2 Bring revenue in faster with a streamlined sales process. • Empower your sales reps to create sales and purchase transactions without QuickBooks access. • Get paid sooner with easy online payment options for your customers. • Sync data between Method:CRM and QuickBooks in real-time for seamless accounting. #3 Drive more repeat business with excellent customer service. • Gain a 360-degree of every customer from their purchase history to recent interactions with your team. • Schedule automatic reminders to follow up with your customers and leads. • Send individual or mass emails directly from Method:CRM. #4 Finally, a CRM that meets your every need. • Customize your Method:CRM account, so it’s perfect for your business. • Create workflow automation that mirrors your exact processes and saves you time. • Get data-driven insights from custom fields and personalized reports.

Latest Version

2.1.56

Size

21.1 MB

First Released

Oct 14, 2016

Ready to Scale Your Business with Seamless QuickBooks Sync?

Join thousands of growth-minded professionals who close deals faster and eliminate double-entry. Download Method:CRM on your iOS device today and take control of your sales cycle.

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