Method CRM - Intuit Software
Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management, email marketing, lead management, document storage, forecasting, sales pipeline management, segmentation and workflow management.
About Method CRM Software
Method CRM is a customer relationship management software that can be used on the web and is designed to assist businesses in managing sales data, viewing the history of customers, constructing email campaigns, and following up with clients. The following are some of the most important features: contact management, email marketing, lead management, document storage, forecasting, sales pipeline management, segmentation, and workflow management.
Groups utilizing Method CRM have the ability to add information about clients or sales, as well as to generate estimates, payments, invoices, and receipts within the system, and to accept customers' safe online payments. Method CRM provides a two-way interface with QuickBooks, which enables businesses to schedule recurring or one-time reminders to check in with customers, send lists of customers to Mailchimp, and generate reports to gather insights that can help drive more sales. In addition, customers have the ability to automate the process of lead collection by embedding forms into websites in order to collect new leads. Users can also view and edit estimates by using the mobile app, and leads can accept estimates by using self-service portals.
Method CRM provides staff with the ability to record details of each client interaction, keep track of every discussion at each point of the buying cycle, sync contact lists with Mailchimp, and send email campaigns to clients. Support is provided by live chat, documentation, the phone, and an inquiry form, and pricing is offered on a monthly or annual subscription basis.
Method CRM Features Available
Method CRM provides fundamental customer relationship management capabilities, such as management of contacts and leads, reports, and sales pipelines. Because of its two-way connectivity with QuickBooks, which enables you to synchronize information regarding invoices, estimates, and payments with your CRM, it is one of the most useful services that it offers. In addition to this, it provides a completely customisable web gateway via which your clients may access the functions necessary to pay invoices at any time, day or night.
Method CRM Manages Contacts and Potential Customers
- Contact management
- Lead management
- Customer management
- Vendor management
- Communication history
- Email Sidebar
- Activity reminders
- Customer support cases
Method CRM gives you an all-encompassing perspective of your customer's information, including their previous dealings with your company, forthcoming appointments, and purchase history. Method CRM allows you to manage your leads, and if they are turned into customers, the data from those leads can be immediately synced to QuickBooks. You may access your customer relationship management system (CRM) directly from Gmail or Outlook by installing the Email Sidebar.
Method CRM Provides Financial Management
- Estimates
- Sales orders
- Invoices
- Sales receipts
- Payment processing
- Purchase orders
- Bills
- QuickBooks integration
Leverage Method CRM’s native integration with QuickBooks to generate estimates and sales orders, turn estimates into sales orders or invoices, and send invoices via email in a few clicks. After that, you will be able to process payments through either the self-service web portal or the payment gateway of your choosing. You have the option to schedule this data to sync with QuickBooks at the same time as your invoices do, or you can choose to have it automatically sync with QuickBooks.
Method CRM Built in Sales Pipeline
- Web forms that generate leads
- Sales opportunities
- Personalized opportunities at various phases
- Pipeline reports
You may collect leads around the clock if you embed web-to-lead forms on your website. Utilize this software to keep track of every facet of your potential sales, including job needs and predicted revenue. You also have the ability to personalize opportunity stages by using custom fields. Users of the Pro and Enterprise editions are the only ones who have access to these tools for managing the sales pipeline.
Method CRM Portals for Self-Service Operations
Your clients will have the ability to view, print, and pay their bills with well-known payment gateways such as Stripe and Authorize.net when they make use of the self-service online portals that you provide. These transactions are updated in QuickBooks at the moment they are completed. Through the use of this portal, your employees will no longer need to perform manual administrative tasks, and your clients will have access to your company around the clock. You have the option of personalizing these portals to contain paperwork, warranty registrations, and order items, as well as to represent your company's branding.
Method CRM Mobile App Available
Method CRM mobile app enables your sales representatives to close deals, add leads, issue quotes, and assign follow-up activities when they are away from the office. In addition to this, you can use it to keep your staff informed of the progress being made, manage payments, and update CRM data. In addition, you may use mobile devices to send emails, build process automations, examine insights and reports, and establish workflow automations. The mobile application of this platform, much like the web and desktop versions, is able to maintain a real-time synchronization with QuickBooks.
Method CRM Has Reporting and Analytics
Method CRM allows you to generate transaction-based reports and prebuilt reports on leads, customers, activities, opportunities, and cases. You are able to build reports based on transactions as well as reports that are prebuilt on leads, customers, activities, prospects, and cases using Method CRM. A fast report provides you with a PDF version of the data that can be seen on your computer, printed off, or emailed to other people. This data is pulled directly from the table that the report is linked with. The ability to group reports and set filters is included in more advanced report formats. You also have the option of generating bespoke reports with a number of different filters.
Method CRM's Third-party Integrations
Whether you use Gmail or Outlook, Method CRM's built-in connectivity with either service means you never have to leave your inbox to access your CRM data. This service integrates with MailChimp, allowing you to quickly and efficiently send personalized emails to your clientele. It also connects to widely used payment processors like Intuit QuickBooks Payments, so you can take credit card payments without ever leaving your CRM.
Method CRM Reviews and Feedback
The majority of Method CRM customers, according to recent internet evaluations, are pleased with how it makes tracking leads, sales prospects, invoicing, and estimates easier. They like how simple it is to understand, use, and personalize. They enjoy how well-organized the onboarding process is, how thorough the manuals and videos are, and how free customization services are provided. Others laud its excellent QuickBooks integration.
Users that want a customer relationship management platform that integrates well with QuickBooks are the target audience for Method CRM. It provides capabilities for financial administration, invoicing, and payment processing in addition to functions for managing contacts and leads. Because it is an online gateway, clients may read, print, and pay their bills whenever it is most convenient for them to do so.
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