Method CRM

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.