Method:CRM

Method:CRM

Method Integration
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
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

$250 per month
Free Version
Free Trial

Pricing

$25.00/month/user
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

Order Management Features

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

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

Integrations

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