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
Job scheduling, dispatching, field management, quotes, invoices, and payments are made simple for you. Create professional, digital quotes in minutes, turning leads into customers with just a few clicks. Effortlessly schedule jobs with shwego’s job calendar, keeping your business organized and your customers satisfied. Streamline your dispatching process, and get the right person to the right job, every time, with zero confusion. Generate invoices instantly and get paid faster, no more chasing down payments or remembering to bill customers. Manage customers and contacts effortlessly with all your important information in one place. The shwego job scheduling software is designed with simplicity in mind. Service contractors can easily assign jobs using a drag-and-drop calendar, ensuring that all tasks are scheduled efficiently. The software also allows you to visualize jobs on a map, making it easy to assign work based on technician availability and proximity.
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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
Service contractors in need of a solution to streamline their quoting, scheduling, and dispatching operations
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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 |
Screenshots and Videos |
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Pricing
$25.00/month/user
Free Version
Free Trial
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Pricing
$249 per month
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 Informationshwego
Founded: 2020
United States
shwego.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
Mailchimp
Microsoft Outlook
MindCloud
PayPal
QuickBooks Online
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Integrations
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Mailchimp
Microsoft Outlook
MindCloud
PayPal
QuickBooks Online
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