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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

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 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

$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

Pricing

$150-$280/m after free trial
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:

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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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

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

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

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

Categories

B2B eCommerce Supported

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.

Distribution Supported
Field Sales Supported

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.

Order Entry Supported

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.

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

Distribution Features

Barcoding / RFID Not Supported
Import / Export Management Not Supported
Inventory Management Supported
Order Management Supported
Purchasing Not Supported
Returns Management Not Supported
Sales Forecasting Not Supported
Shipping Management Supported
Warehouse Management Not Supported

Field Sales Features

Activity Tracking Not Supported
Channel Management Supported
Collaboration Tools Not Supported
Controlled Access Supported
CRM Not Supported
Dashboard Management Supported
Expense Management Not Supported
Fast Estimates Not Supported
Inventory Management Supported
Invoices Supported
Lead / Opportunity Management Not Supported
Online Payments Not Supported
Order Management Supported
Quoting Not Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Supported
Time Tracker Not Supported
Visit Scheduling Not Supported
Workflow Management Not Supported

Food Service Distribution Features

Costing Not Supported
Customer Management Supported
Import / Export Management Not Supported
Inventory Management Supported
Lot Tracking Not Supported
Order Management Supported
Picking & Routing Not Supported
Purchasing Not Supported
Quotes / Estimates Not Supported
Traceability Not Supported
Vendor Management Not Supported
Warehouse Management Not Supported

Order Entry Features

Back Order Management Supported
Customer Database Supported
Inventory Management Supported
Order Fulfillment Supported
Order Management Supported
Real Time Order Entry Supported
Remote Order Entry Supported
Shipping Management Supported
Warehouse Management Not Supported

Order Management Features

Back Order Management Supported
Catalog Management Supported
Inventory Management Supported
Order Entry Supported
Order Fulfillment Supported
Order Tracking Supported
Recurring Orders Supported
Returns Management Not Supported
Shipping Management Supported
Special Order Management Supported

Integrations

QuickBooks Online Supported
Chat Agents Supported
Eventur Supported
Freedom Merchants Supported
Gmail Supported
Google Calendar Supported
Microsoft Outlook Supported
MindCloud Supported
PayPal Supported
QuickBooks Desktop Premier Not Supported
QuickBooks Desktop Pro Not Supported
QuickBooks Enterprise Not Supported
QuickBooks Online Advanced Supported
Rambox Supported
Simplii Supported
Vonage Business Supported
Wufoo Supported
Zapier Supported
doForms Supported

Integrations

QuickBooks Online Supported
Chat Agents Not Supported
Eventur Not Supported
Freedom Merchants Not Supported
Gmail Not Supported
Google Calendar Not Supported
Microsoft Outlook Not Supported
MindCloud Not Supported
PayPal Not Supported
QuickBooks Desktop Premier Supported
QuickBooks Desktop Pro Supported
QuickBooks Enterprise Supported
QuickBooks Online Advanced Not Supported
Rambox Not Supported
Simplii Not Supported
Vonage Business Not Supported
Wufoo Not Supported
Zapier Not Supported
doForms Not Supported
Claim Method:CRM and update features and information
Claim Method:CRM and update features and information
Claim Now Commerce and update features and information
Claim Now Commerce and update features and information