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

WORKetc is an all-in-one cloud computing platform that powers fast-growing businesses across various countries. With integrated CRM, project management, billing, help desk, reporting and collaboration, WORKetc is the single cloud computing platform. This means just one software solution for your entire business. One place for your team to collaborate. One place to sell, deliver and support customers. And with WORKetc's cloud based web, iOS, and Android access, you can manage your business at work, at home or on the road. So say goodbye to painful integrations and multiple costly web apps. Say hello to big-time productivity and efficiency when you grow your business on WORKetc. Every activity and interaction with a contact is captured. Browse the timeline or search and filter records. View a detailed activity history of every action each employee takes. Create productivity reports. Train your team on just one system instead of many. Eliminate double entry and integrations.

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

Companies of all sizes

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

$78.00
Price includes 2 users; max of 2 users
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 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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

WORKetc
Founded: 2009
Australia
www.worketc.com

Alternatives

Alternatives

BlueCamroo

BlueCamroo

BlueCamroo Inc.
Network Glue

Network Glue

IT Glue
Cruz RMM

Cruz RMM

Dorado Software
netTerrain DCIM

netTerrain DCIM

Graphical Networks

Categories

Categories

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

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

Work Management Features

Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Integrations

Google Calendar
Google Workspace
Microsoft Outlook
QuickBooks Online
Xero
Box
Chat Agents
Dropbox
Eventur
Evernote
Gmail
Google Drive
MindCloud
PayPal
QuickBooks Online Advanced
Rambox
Simplii
SmartVault
Wufoo

Integrations

Google Calendar
Google Workspace
Microsoft Outlook
QuickBooks Online
Xero
Box
Chat Agents
Dropbox
Eventur
Evernote
Gmail
Google Drive
MindCloud
PayPal
QuickBooks Online Advanced
Rambox
Simplii
SmartVault
Wufoo
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Claim Method:CRM and update features and information
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