Method:CRMMethod Integration
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationMethod Integration
Founded: 2010
Canada
www.method.me/
|
Company InformationWORKetc
Founded: 2009
Australia
www.worketc.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
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
|
Integrations
Google Calendar
Google Workspace
Microsoft Outlook
QuickBooks Online
Xero
Box
Chat Agents
Dropbox
Eventur
Evernote
|
|||||
|
|
|