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Method:CRM

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Method:CRM

Quickbooks CRM with integrated data

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Method Integration
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Mgmt Review
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A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.

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App Pricing Page

Contact Management <ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul> 25.00 Month
CRM Pro <ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul> 44.00 Month
CRM Enterprise <ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul> 74.00 Month
This app has yearly payment discounts available.

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Customer Questions

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  • Contact Management
    <ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul>
    25.00
    Month
  • CRM Pro
    <ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul>
    44.00
    Month
  • CRM Enterprise
    <ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul>
    74.00
    Month
LiveAgent
  • Free
    <ul> <li>7 days ticket history</li> <li>1 chat button</li> <li>1 phone number</li> <li>1 email address</li> </ul>
    0.00
    Other
  • Ticket
    <ul> <li>Unlimited ticket history</li> <li>Unlimited email addresses</li> <li>Advanced reporting</li> <li>Customer portal + forum</li> </ul>
    15.00
    Month
  • Ticket+Chat
    <ul> <li>Unlimited chat buttons</li> <li>Feedback management</li> <li>Real time visitors monitor</li> <li>Proactive chat invitations</li> </ul>
    29.00
    Month
  • All-inclusive
    <ul> <li>Call center support</li> <li>Call routing and transfers</li> <li>Hardware IP phone</li> <li>Unlimited call recordings</li> </ul>
    49.00
    Month
AeroLeads
  • Take Off
    <ul> <li>Total Credits - 2,000</li> <li>Users - 1</li> <li>Support - email</li> <li>Find Email, Full Name, Company Name, Phone Number, URL and Title of Prospect</li> </ul>
    49.00
    Month
  • Climb
    <ul> <li>Total Credits - 8,000</li> <li>Users - 5</li> <li>Support - chat + email</li> <li>Transfer to Salesforce, Zoho CRM, Mailchimp, HubSpot, FreshSales, Zapier etc</li> </ul>
    149.00
    Month
  • Cruise
    <ul> <li>Total Credits - 30,000</li> <li>Users - Unlimited</li> <li>Support - chat + email + phone</li> </ul>
    499.00
    Month
  • Enterprise
    <ul> <li>Total Credits - As per your requirement</li> </ul>
    custom
    Other
Capsule
  • Professional
    <ul> <li>50,000 Contacts</li> <li>10GB Storage per User</li> <li>Activity Reporting</li> <li>Key integrations including Microsoft 365, Google, Xero, MailChimp, Zapier & many more</li> </ul>
    18.00
    Month
  • Teams
    <ul> <li>100,000 Contacts</li> <li>20GB Storage per User</li> <li>Multiple Sales Pipelines</li> <li>Advanced Sales Reporting</li> </ul>
    36.00
    Month
  • Enterprise
    <ul> <li>200,000 Contacts</li> <li>40GB Storage per User</li> <li>Implementation Support</li> <li>Import Assistance</li> </ul>
    54.00
    Month

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