Method:CRM

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Method:CRM

Quickbooks CRM with integrated data

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Method Integration
Other OS

Windows

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iOS

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Android

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Mgmt Review
  • paid

A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.

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App Pricing Page

Contact Management <ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul> 25.00 Month
CRM Pro <ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul> 44.00 Month
CRM Enterprise <ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul> 74.00 Month
This app has yearly payment discounts available.

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Customer Questions

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  • Contact Management
    <ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul>
    25.00
    Month
  • CRM Pro
    <ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul>
    44.00
    Month
  • CRM Enterprise
    <ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul>
    74.00
    Month
Immerss
  • Enterprise
    <ul> <li>Live with Customer</li> <li>Co-Shopping Experience</li> <li>In-App Messaging</li> <li>Virtual Appointments</li> </ul>
    Custom
    Other
EnableX.io
  • Enterprise
    <ul> <li>Future-Proof Infrastructure</li> <li>Analytics and Management Tool</li> <li>Secure And Compliant</li> <li>Comprehensive Developer Resources</li> </ul>
    Custom
    Other
QuestionPro
  • Essential
    <ul> <li>Unlimited surveys‪</li> <li>Unlimited questions‪</li> <li>1 user</li> <li>300 responses / survey</li> <li>24/7 email and LiveChat support</li> <li>30 question types‪</li> </ul>
    Month
  • Advanced
    <ul> <li>QuestionPro mobile app</li> <li>Net promoter score</li> <li>Multilingual surveys</li> <li>Custom variables</li> <li>Upload file question</li> <li>Crosstab analysis</li> </ul>
    129
    Month
  • Team Edition
    <ul> <li>Dedicated customer success manager</li> <li>User roles and permissions</li> <li>Custom scripting</li> <li>Text tagging</li> <li>Correlation analysis</li> <li>Project management migration & integration</li> </ul>
    Custom
    Other

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