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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

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
Free Trial

Pricing

$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

QuickBooks Online
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
QuickBooks Online Advanced
Rambox
Simplii
SmartVault
Vonage Business
Wufoo
Xero
Zapier
doForms

Integrations

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