Method CRM is a QuickBooks Customer Relationship Management software that is customisable. It helps admins save time by having simplified contact management, activity tracking, and accurate estimating. The software makes sure that all management systems are properly synchronised, while its two-way integration with QuickBooks gives businesses the edge they need. Method CRM has customisable built-in solutions to manage leads and invoicing. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier lets users focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, the real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases
Method CRM Reviews