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

Set your business up for success with an all-in-one Windows-based solution to manage your jobs and customers, track your team’s time and parts, and keep track of your business results. Say goodbye to sticky notes. Our software provides input, tracking, messaging, and associated processing for every incoming call as it transitions from a call into a scheduled job. Manage your customers, keep track of current jobs, view job statuses and customer history. With a custom map of your specific service territory, you can see the relative geographic locations, and times, for each job, with every technician's route geographically displayed and color-coded. View your schedule on a planner view, similar to a calendar, to get an easy a glance view of your technician's days. Manage your desired inventory, and your current stocked parts, see unique items in your inventory, and special order parts for certain jobs.

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 Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Enterprises requiring a solution to optimize and modernize their service business operations

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 per month
Free Version Not Supported
Free Trial Not 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:

Review this Software

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 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

Rossware
United States
www.rossware.com

Alternatives

Alternatives

Categories

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

Categories

Appliance Repair 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

Integrations

Eventur Supported
Freedom Merchants Supported
Gmail Supported
Google Calendar Supported
Google Workspace Supported
Mailchimp Supported
Microsoft Outlook Supported
MindCloud Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Rambox Supported
ServiceBench Not Supported
Simplii Supported
SmartVault Supported
Vonage Business Supported
Wufoo Supported
Xero Supported
Zapier Supported
doForms Supported

Integrations

Eventur Not Supported
Freedom Merchants Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Workspace Not Supported
Mailchimp Not Supported
Microsoft Outlook Not Supported
MindCloud Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Rambox Not Supported
ServiceBench Supported
Simplii Not Supported
SmartVault Not Supported
Vonage Business Not Supported
Wufoo Not Supported
Xero 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 Rossware and update features and information
Claim Rossware and update features and information