Method:CRM

Method:CRM

Method Integration
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About

Dancing Numbers simplifies QuickBooks data management by enabling businesses, accountants, and bookkeepers to import, export, delete, modify, and migrate data in bulk. It reduces manual data entry and repetitive accounting tasks by allowing users to process data from supported formats such as Excel, CSV, and IIF. Users can efficiently manage customers, vendors, invoices, bills, payments, estimates, sales receipts, purchase orders, journal entries, inventory items, bank transactions, and other QuickBooks lists and transactions. With bulk processing and data mapping capabilities, Dancing Numbers helps streamline complex QuickBooks data operations, migration, and cleanup. Dancing Numbers supports QuickBooks Desktop and QuickBooks Online, making it suitable for businesses, accountants, bookkeepers, and accounting professionals who need efficient, reliable, and scalable QuickBooks data management.

About

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

SMBs searching for an accounting automation software

Audience

Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$10.00/- Per Month
$10.00/- Per Month
$25.00/- Per Month
$40.00/- Per Month
$49.99/- Per Month
$799.99/- Per Year
$999.99/- Per Year
Free Version Not Supported
Free Trial Supported

Pricing

$25.00/month/user
Mix and match Methodโ€™s pricing options to create a plan thatโ€™s perfect for every member of your team.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Dancing Numbers helps you in easily importing, exporting and working with larger sets of QuickBooks data without investing hours on manual data entry. The software itself is handy, precise and has so far benefited my client files massively. The large data tasks, once you know the process are relatively quick and straightforward to do. The support team is quite helpful if you face issues.

Cons

  • At first, it may require a slight learning curve when working with errors or unfamiliar data formats. You may need a few tries to identify what is creating an issue, but once you have gone through it a few times the software becomes incredibly intuitive.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Dancing Numbers
Founded: 2020
United States
www.dancingnumbers.com

Company Information

Method Integration
Founded: 2010
Canada
www.method.me/

Alternatives

Alternatives

ProperConvert

ProperConvert

ProperSoft
SalesRepFielder

SalesRepFielder

Dire Syzygy

Categories

Financial Services Supported

Categories

Appliance Repair Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Financial CRM Supported
Nonprofit Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Construction CRM Features

Client Tracking Not Supported
Contract Management Not Supported
Forecasting Not Supported
Project Management Not Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Not Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Not Supported
Group Management Not Supported
Interaction Tracking Not Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Not Supported
Segmentation Supported
Shared Contacts Not Supported
Social Media Integration Not Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Nonprofit Features

Accounting Supported
Committee Management Not Supported
Donor Management Supported
Dues Management Not Supported
Event Management Not Supported
Fundraising Management Not Supported
Member Database Not Supported
Membership Management Not Supported
Social Media Management Not Supported
Volunteer Management Not Supported

Integrations

QuickBooks Online Supported
Chat Agents Not Supported
Eventur Not Supported
Freedom Merchants Not Supported
Gmail Not Supported
Google Calendar Not Supported
Mailchimp Not Supported
Microsoft Outlook Not Supported
MindCloud Not Supported
PayPal Not Supported
QuickBooks Online Advanced Not Supported
Rambox Not Supported
Simplii Not Supported
SmartVault Not Supported
Vonage Business Not Supported
Wufoo Not Supported
Xero Not Supported
Zapier Not Supported
doForms Not Supported

Integrations

QuickBooks Online Supported
Chat Agents Supported
Eventur Supported
Freedom Merchants Supported
Gmail Supported
Google Calendar Supported
Mailchimp Supported
Microsoft Outlook Supported
MindCloud Supported
PayPal Supported
QuickBooks Online Advanced Supported
Rambox Supported
Simplii Supported
SmartVault Supported
Vonage Business Supported
Wufoo Supported
Xero Supported
Zapier Supported
doForms Supported
Claim Dancing Numbers and update features and information
Claim Dancing Numbers and update features and information
Claim Method:CRM and update features and information
Claim Method:CRM and update features and information