Method:CRMMethod Integration
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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
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.
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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
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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
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Audience
Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries
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Audience
Enterprises requiring a solution to optimize and modernize their service business operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
$150 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationMethod Integration
Founded: 2010
Canada
www.method.me/
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Company InformationRossware
United States
www.rossware.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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