Method:CRM

Method:CRM

Method Integration
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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.

About

Now Commerce is a web-based B2B eCommerce portal with built-in QuickBooks integration. It allows wholesalers, manufacturers, and distributors to manage orders from their wholesale accounts and other B2B customers from a single web-based dashboard. As orders come in, they're added to QuickBooks automatically, eliminating you manual order entry workload. Now Commerce is compatible with both QuickBooks Desktop and QuickBooks Online. Modules can be used standalone or combined to create a custom B2B eCommerce solution for your business. The B2B CUSTOMER PORTAL enables your wholesale accounts and other B2B customers to enter orders online through your branded portal. The SALES REP PORTAL lets your sales reps enter orders online for their assigned accounts and provide customer service from anywhere. The SHIPMENTS MANAGER sends shipment requests from QuickBooks to your 3PL provider or in-house shipping software and records confirmations of completed shipments.

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

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

Audience

For wholesale and distribution businesses looking for an online portal to receive and manage orders from their wholesale customers.

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

$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

Pricing

$150-$280/m after free trial
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 5.0 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.6 / 5
support 4.9 / 5

Pros & Cons from Real Users

Pros

  • After extensive research to find the best software compatible with QuickBooks, I found that Now Commerce offers the most robust functionality and features. One of the standout aspects is the ability to create customized order forms for our clients, which has been incredibly helpful in streamlining our processes. The software is user-friendly, making it easy to navigate and manage daily operations without complications. Additionally, the customer service is exceptional. Every time I reach out for assistance, they either answer immediately or return my call very quickly. Their team consistently resolves any issues while I’m still on the phone, ensuring that I can get back to work without delay.
  • Easy to use way to interface QuickBooks Desktop to our 3PL. Staff is responsive to all customer service needs.
  • The customer service agents are extremely helpful and dedicated in helping with all your company needs. The program also integrates into the accounting software which allows your company to be more efficient and eliminates the extra data entry time with invoices. The design of the product is simple and easy to use on all devices.
  • Perfectly integrated with QB's. Saves us an enormous amount of time processing customer's orders. Our customers can access almost real time inventory.
  • Customer support is the best. Very knowledgeable and quick to resolve issues. Never have had any down time or technical problems.

Cons

  • None. My only regret is that I didn't find Now Commerce sooner.
  • As of last time I checked (2024), they did not have a QuickBooks Online solution.
  • No cons, once set up the system runs itself. Possibly a dedicated app that can be used on a iOS device for a one click icon
  • The cons actually originate with QB's (not NowCommerce). The web connector on QB's does not update quick enough. It would be beneficial for it to update quicker so that my customers have better real time connection to my inventory.
  • Nothing comes to mind. I have never had a negative experience.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Now Commerce
Founded: 2003
United States
www.nowcommerce.com

Alternatives

Alternatives

Built2Buy

Built2Buy

Dotcomjungle, Inc.

Categories

Categories

Elevate your wholesale operations by transitioning your customers from phone and email orders to a seamless online experience. Designed specifically for wholesalers, manufacturers, and distributors utilizing QuickBooks, the Now Commerce B2B Customer Portal empowers your wholesale accounts to effortlessly place orders online through your branded portal. Orders placed online are seamlessly integrated into QuickBooks, significantly reducing your order entry workload. Now Commerce is fully compatible with both QuickBooks Desktop and QuickBooks Online. With secure, invitation-only access, your wholesale customers can navigate personalized, customer-specific order guides featuring precise product numbers, comprehensive descriptions and images, real-time inventory insights, and tailored pricing. Through self-service, they can easily verify the status of open orders, access delivery or tracking details, and review past orders and payments.

Transform your B2B sales strategy with the Now Commerce Sales Rep Portal. This innovative tool empowers your sales team—whether inside, outside, or rep agencies—to seamlessly enter orders for their designated accounts through your customized sales rep portal. With the Sales Rep Portal, your team can effortlessly input orders, access real-time inventory data, and deliver personalized customer service from any device, anywhere. The portal enhances the sales process by showcasing wholesale prices, enabling order tracking, and accommodating multiple pricing tiers, thereby strengthening client relationships. Orders placed online are automatically integrated into QuickBooks, reducing your order entry workload. Now Commerce is fully compatible with both QuickBooks Desktop and QuickBooks Online. Embrace a new era of B2B sales with the Now Commerce Sales Rep Portal—a state-of-the-art solution crafted to empower your sales team and boost your business performance.

Transition your wholesale customers and sales team from phone and email orders to a seamless online experience. It's perfect for wholesale coffee roasters, bakeries, specialty food producers, beverage distributors, produce distributors, and other food and beverage wholesalers. With the B2B Customer Portal, your wholesale accounts can effortlessly place orders online. With secure, invitation-only access, your wholesale customers can navigate personalized, customer-specific order guides featuring precise product numbers, comprehensive descriptions and images, real-time inventory insights, and tailored pricing. With the Sales Rep Portal, your sales team—whether inside or outside seamlessly enter orders for their designated accounts through your customized sales rep portal. Orders placed online are seamlessly integrated into QuickBooks, reducing your order entry workload. Now Commerce is fully compatible with QuickBooks Desktop and QuickBooks Online.

Now Commerce is perfect for wholesaler, manufacturers, and distributors that are looking to switch their staff, wholesale customers, and sales team away from traditional phone and email orders to a streamlined online experience. With a B2B Order Entry Portal, your team can enter orders online for any of your wholesale customers. Our B2B Customer Portal allows your wholesale accounts to place orders effortlessly online. With secure, invitation-only access, your customers can see personalized order guides featuring accurate product numbers, detailed descriptions and images, real-time inventory updates, and customized pricing. With the Sales Rep Portal, your sales team, inside or outside, easily enter orders for their designated accounts. As orders come in, they're automatically added to QuickBooks, eliminating your order entry workload. Compatible with QuickBooks Desktop and QuickBooks Online. It's simple to set up and can be launched in days, not weeks or months.

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

Distribution Features

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

Field Sales Features

Activity Tracking
Channel Management
Collaboration Tools
Controlled Access
CRM
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Food Service Distribution Features

Costing
Customer Management
Import / Export Management
Inventory Management
Lot Tracking
Order Management
Picking & Routing
Purchasing
Quotes / Estimates
Traceability
Vendor Management
Warehouse Management

Order Entry Features

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

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

Integrations

QuickBooks Online
Chat Agents
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
Rambox
SmartVault
Vonage Business
Wufoo
Xero
Zapier
doForms

Integrations

QuickBooks Online
Chat Agents
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
Rambox
SmartVault
Vonage Business
Wufoo
Xero
Zapier
doForms
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Claim Method:CRM and update features and information
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