Method:CRM

Method:CRM

Method Integration
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About

GoToMyAccounts provides a convenient interface for your customers to view account history, pay invoices, and manage saved payment methods. Your customers can pay single or multiple invoices and even make partial payments on one or more invoices. Customer payments received in the portal will be recorded and applied in QuickBooks automatically. Setup your billing automation to send customers notifications when new invoices are created or on a schedule of your choice. Populate your notification emails with secure direct payment links that will auto-login the user and present a payment screen. Your customers can pay single or multiple invoices and even make partial payments on one or more invoices. Customer payments received in the portal will be recorded and applied in QuickBooks automatically. Setup your billing automation to send customers notifications when new invoices are created or on a schedule of your choice.

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 of all sizes searching for a solution to improve their operations

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

No information available.
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 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

GoToMyAccounts
Founded: 2010
United States
gotomyaccounts.com

Company Information

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

Alternatives

Alternatives

NPSONE Smart Invoicing

NPSONE Smart Invoicing

Nationwide Payment Systems

Categories

Categories

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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

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

Integrations

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