Method:CRM

The #1 rated CRM for QuickBooks Desktop and Online users
(67 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

FAQs FAQs
Forum Forum
Knowledge Base Knowledge Base
Online Support Online Support
Phone Support Phone Support
Video Tutorials Video Tutorials

Pricing

Pricing

Starting From

Starting From

$25.00/month
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Accounting Integration Accounting Integration
Activity Dashboard Activity Dashboard
Activity Tracking Activity Tracking
Ad hoc Reporting Ad hoc Reporting
Alerts / Escalation Alerts / Escalation
Appointment Management Appointment Management
Automated Sales Automated Sales
Automatic Notifications Automatic Notifications
Billing & Invoicing Billing & Invoicing
CRM Integration CRM Integration
Calendar Management Calendar Management
Calendar Sync with Google Calendar Sync with Google
Call Tracking Call Tracking
Categorization Categorization
Client Management Client Management
Commission Calculations Commission Calculations
Configurable Workflow Configurable Workflow
Contact Database Contact Database
Contact History Contact History
Contact Management Contact Management
Contract Management Contract Management
Custom Charts Custom Charts
Custom Fields Custom Fields
Customer Accounts Customer Accounts
Customer Activity Reporting Customer Activity Reporting
Customer Database Customer Database
Customer History Customer History
Customizable Branding Customizable Branding
Customizable Reporting Customizable Reporting
Customizable Templates Customizable Templates
Data Capture and Transfer Data Capture and Transfer
Data Filtering Data Filtering
Data Import Data Import
Data Import/Export Data Import/Export
Data Synchronization Data Synchronization
Data Visualization Data Visualization
Document Storage Document Storage
Document Templates Document Templates
Drag & Drop Interface Drag & Drop Interface
Duplicate Detection Duplicate Detection
Electronic Payments Electronic Payments
Email Alerts Email Alerts
Email Integration Email Integration
Email Marketing Management Email Marketing Management
Email Notifications Email Notifications
Email Templates Email Templates
Email Tracking Email Tracking
Estimating Estimating
Event Triggered Actions Event Triggered Actions
Filtered Views Filtered Views
Follow-up Scheduling Follow-up Scheduling
Forecasting Forecasting
History Tracking History Tracking
Inventory Management Inventory Management
Inventory Tracking Inventory Tracking
Invoice Processing Invoice Processing
Labeling Labeling
Lead Assignment Lead Assignment
Lead Capture Lead Capture
Lead Distribution Lead Distribution
Lead Generation Lead Generation
Lead Management Lead Management
Lead Nurturing Lead Nurturing
Meeting Management Meeting Management
Microsoft Outlook Integration Microsoft Outlook Integration
Mobile Alerts Mobile Alerts
Mobile Integration Mobile Integration
Multi-Currency Multi-Currency
Opportunity Management Opportunity Management
Order Management Order Management
Order Processing Order Processing
Performance Reports Performance Reports
Permission Management Permission Management
Pipeline Management Pipeline Management
Pipeline Reports Pipeline Reports
Quote Management Quote Management
Real Time Data Real Time Data
Real Time Reporting Real Time Reporting
Receiving Receiving
Records Management Records Management
Recurring Tasks Recurring Tasks
Reminders Reminders
Reporting & Statistics Reporting & Statistics
Role Management Role Management
Role-Based Permissions Role-Based Permissions
Rules-Based Workflow Rules-Based Workflow
SSL Security SSL Security
Sales Analytics Sales Analytics
Sales Forecasting Sales Forecasting
Sales Orders Sales Orders
Sales Reporting Sales Reporting
Sales Tracking Sales Tracking
Search Functionality Search Functionality
Secure Data Storage Secure Data Storage
Secure Login Secure Login
Single Sign On Single Sign On
Status Tracking Status Tracking
Summary Reports Summary Reports
Supplier Management Supplier Management
Tagging Tagging
Task Management Task Management
Task Planning Task Planning
Task Scheduling Task Scheduling
Task Tracking Task Tracking
Template Management Template Management
Third Party Integration Third Party Integration
To-Do List To-Do List
Vendor Management Vendor Management
Visual Analytics Visual Analytics
Web Forms Web Forms
Workflow Management Workflow Management

Integrations

Integrations

Google Workspace Google Workspace
Mailchimp Mailchimp
Microsoft Outlook Microsoft Outlook
PayPal PayPal
QuickBooks Online QuickBooks Online
QuickBooks Online Advanced QuickBooks Online Advanced
SmartVault SmartVault
Vonage Business Vonage Business
doForms doForms

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