Method CRM - Intuit Software

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

1. Contact management
2. Lead management
3. Customer management
4. Vendor management
5. Communication history
6. Email Sidebar
7. Activity reminders
8. 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

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

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.

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'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.

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