Method CRM

Method CRM

Customizable CRM for QuickBooks Desktop and QuickBooks Online.

Method CRM gives you the freedom to manage your company, your way. The utilization of a good CRM system can provide your sales team’s productivity a huge boost. It can streamline your sales processed, enabling your sales team to build strong customer relationships and become more efficient.

Contact Management

  • Track phone calls, emails and appointments for contacts and leads.
  • Allow customers to view and pay invoices online using portals.
  • Manage and share tasks, documents and processes with staff and partners.
  • Close more deals and convert them into QuickBooks invoices.

QuickBooks sync

  • Syncs with QuickBooks Desktop and QuickBooks Online.
  • Method uses patent-pending Method Push™ sync technology to mirror your QuickBooks data in real-time.
  • Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, and much more.

Customization

  • No two businesses are identical. Configure your system to match your business processes.
  • Everything in Method is designed using the same drag and drop tools that are available to you as a user.
  • Create your own tables, fields, screens, buttons – the sky is the limit.

Gmail, Outlook and more

  • Integration with Google Apps allows you to view and add QuickBooks and CRM data directly from within Gmail.
  • The Outlook plug-in syncs emails and calendar appointments.
  • Connects with SmartVault.com for document management.
  • Uses Intuit Merchant Services, Authorize.NET and more for credit card processing.

Say hello to efficiency. Amazing things happen when your CRM talks nicely to your QuickBooks.

RPPC Inc. knows how complicated CRM systems can be. We have expert consultants who can assist in setting up the program to your company’s specifications and help in the day to day operations. Contact us today to talk to a consultant about how Method CRM can benefit your business.

Comments are closed.