Method:CRMMethod Integration
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OneDigiFlowOneBizStore Technologies
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Related Products
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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.
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About
A simple CRM software to follow up with your potential customers through enquiry/sales life cycle, create and share quotations on the go, manage projects, tasks & job works with ease and send invoices in a breeze. In short, become productive and focus more time in growing your business. Our infrastructure is available 24/7 and you just need to enter your user name and password to get started. The dashboard with the help of our extensive algorithms and humongous lines of code learns from you adapts to you and gives it back to you. It displays important information about the quotes, estimates, invoices, etc., so that you, as a business can make meaningful decisions with just a glance. Get a 360-degree view of all your deals on a clean, visual mobile UI. Every activity that your sales rep performs on each deal can be logged, tracked and followed upon. Setup product/service SKU, quickly create estimates and share it with your customers for instant approval.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries
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Audience
Businesses looking for a CRM software solution to manage their customers and projects
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$25.00/month/user
Free Version
Free Trial
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Pricing
$65.93 per year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMethod Integration
Founded: 2010
Canada
www.method.me/
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Company InformationOneBizStore Technologies
India
onedigiflow.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
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Integrations
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
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