Method:CRM

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Method:CRM

Quickbooks CRM with integrated data

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Method Integration
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Android

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Mgmt Review
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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
Bookafy
  • Free
    <ul> <li>Mini-Website<li> <li>Booking Page<li> <li>Enhanced Booking Logic<li> <li>Unlimited Appointments<li> </ul>
    0.00
    Other
  • Pro
    <ul> <li>Two-way calendar sync<li> <li>SMS Text reminders<li> <li>Payments<li> <li>Skill-based routing<li> </ul>
    9.00
    Month
  • Pro+
    <ul> <li>Advanced booking software/CRM integration<li> <li>Enhanced booking logic<li> <li>Multiple reminders<li> <li>Own appointment review links<li> </ul>
    13.00
    Month
  • Enterprise
    <ul> <li>Enterprise SSO<li> <li>Custom Integrations<li> <li>Whitelabel Branding<li> <li>Use Your Domain<li> </ul>
    Custom
    Other
Cognito Forms
  • Individual
    <ul> <li>Data Collection: File Uploads, Multi-Page Forms, Rating Scales, Repeating Sections</li> <li>Logic & Automation: Calculations, Conditional Logic, Notifications, Quantity Limits</li> <li>Data Management: Exporting</li> <li>Online Payment: Stripe Payments</li> </ul>
    0.00
    Other
  • Pro
    <ul> <li>Pricing per user</li> <li>Inbound API calls: 2000/day</li> <li>Data Collection: Electronic Signatures, Save & Resume, Table Field</li> <li>Data Management: Entry Sharing, Form Folders, Importing, Saved Entry Views</li> </ul>
    15.00
    Month
  • Team
    <ul> <li>Inbound API calls: 10,000/day</li> <li>Logic & Automation: Lookup Field, Verified Email Domains</li> <li>Security & Compliance: Data Encryption</li> <li>Online Payment: Card on File, PayPal Payments, Square Payments</li> </ul>
    35.00
    Month
  • Enterprise
    <ul> <li>Inbound API calls: 50,000/day</li> <li>Security & Compliance: Folder Permissions, HIPAA Compliance, Require Two-Factor Authentication</li> </ul>
    99.00
    Month
VIENNA Advantage
  • Enterprise
    <ul> <li>Inbuilt workflow management</li> <li>Inbuilt document management</li> <li>Inbuilt business intelligence</li> <li>Made for organization of all sizes</li> </ul>
    Custom
    Other

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