Method:CRM

Method:CRM

Method Integration
+
+

Related Products

  • Fishbowl
    1,143 Ratings
    Visit Website
  • Sutton
    39 Ratings
    Visit Website
  • MindCloud
    83 Ratings
    Visit Website
  • EBizCharge
    208 Ratings
    Visit Website
  • Monk
    8 Ratings
    Visit Website
  • Flowlens
    40 Ratings
    Visit Website
  • Time To Pet
    315 Ratings
  • Mortgage Automator
    198 Ratings
    Visit Website
  • Datagate Telecom Billing
    12 Ratings
  • MRPeasy
    257 Ratings
    Visit Website

About

A hassle-free ordering system that empowers your sales reps and customers through a streamlined QuickBooks portal. Especially developed for small and mid-sized QuickBooks-based enterprises. Easily reduce costs and improve your company’s performance - Create a beautiful portal for your brand with Flowsmith. Flowsmith creates a beautiful and responsive Portal for your company through which customers and reps can place orders, check inventory online, and more. Your Portal will synchronize with QuickBooks Desktop in any version. Flowsmith’s intuitiveness and easy implementation is topped with a specially crafted Quickbooks connector. This means that all orders, inventory, invoices and relevant customer information is automatically synced between your flowsmith ordering website and your Quickbooks file.

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

Companies looking for an order entering and inventory management platform

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

$250 per month
Free Version Not Supported
Free Trial Supported

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 Not Supported
Free Trial Supported

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

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

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Flowsmith
Founded: 2020
United States
flowsmith.us

Company Information

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

Alternatives

Alternatives

NumberCruncher

NumberCruncher

NumberCruncher.com

Categories

Order Management Supported

Categories

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

Order Management Features

Back Order Management Supported
Catalog Management Supported
Inventory Management Supported
Order Entry Supported
Order Fulfillment Not Supported
Order Tracking Not Supported
Recurring Orders Not Supported
Returns Management Not Supported
Shipping Management Not Supported
Special Order Management 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
QuickBooks Online Advanced Supported
Chat Agents Not Supported
Eventur Not Supported
Freedom Merchants Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Workspace Not Supported
Mailchimp Not Supported
Microsoft Outlook Not Supported
PayPal 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
QuickBooks Online Advanced Supported
Chat Agents Supported
Eventur Supported
Freedom Merchants Supported
Gmail Supported
Google Calendar Supported
Google Workspace Supported
Mailchimp Supported
Microsoft Outlook Supported
PayPal Supported
Rambox Supported
Simplii Supported
SmartVault Supported
Vonage Business Supported
Wufoo Supported
Xero Supported
Zapier Supported
doForms Supported
Claim Flowsmith and update features and information
Claim Flowsmith and update features and information
Claim Method:CRM and update features and information
Claim Method:CRM and update features and information