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Method:CRM

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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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Method:CRM

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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

Intercom

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Support

<ul> <li>Human support: Live chat for support, Team inboxes</li> <li>Self-serve support: Help articles, Conversational bots</li> <li>Proactive support: Targeted messaging, Product Tours</li> </ul>

Custom

Other
Engage

<ul> <li>Engagement and adoption: Outbound email and in-product messaging, Push messages & notifications</li> <li>Optimize performance: A/B testing & control groups, Message versioning</li> <li>Personalize targeting: Custom events and customer segments, Salesforce & Marketo integrations</li> </ul>

Custom

Other
Convert

<ul> <li>Website conversion: Conversational chatbots, Live chat for sales</li> <li>Manage leads: Multiple team inboxes, Automatic meeting booking</li> <li>Prospect data: Salesforce & Marketo integrations, Reverse IP lookup and data enrichment</li> </ul>

Custom

Other

Intercom

Get Intercom

Support

<ul> <li>Human support: Live chat for support, Team inboxes</li> <li>Self-serve support: Help articles, Conversational bots</li> <li>Proactive support: Targeted messaging, Product Tours</li> </ul>

Custom

Other
Engage

<ul> <li>Engagement and adoption: Outbound email and in-product messaging, Push messages & notifications</li> <li>Optimize performance: A/B testing & control groups, Message versioning</li> <li>Personalize targeting: Custom events and customer segments, Salesforce & Marketo integrations</li> </ul>

Custom

Other
Convert

<ul> <li>Website conversion: Conversational chatbots, Live chat for sales</li> <li>Manage leads: Multiple team inboxes, Automatic meeting booking</li> <li>Prospect data: Salesforce & Marketo integrations, Reverse IP lookup and data enrichment</li> </ul>

Custom

Other

Vtiger CRM

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ONE PILOT

<ul> <li>CONTACT MANAGEMENT: One View, Idle Alerts</li> <li>CONTACT ENGAGEMENT: Emails & Phone Integration, Document Engagement</li> <li>INTERNAL COLLABORATION: Meeting Aide in Vtiger Buzz, Actions Page</li> <li>MARKETING: Lists and Segments, Profile Scoring</li> </ul>

0.00

Month
ONE PROFESSIONAL

<ul> <li>SALESFORCE AUTOMATION: Multiple Pipelines, Profile & Engagement Scoring</li> <li>DESK MANAGEMENT: Social Ticketing, Round Robin Ticket Assignment</li> <li>CONVERSATIONS: Internal Team Collaboration, Live Web Chat</li> <li>DASHBOARDS: Sales Insights, Support Insights</li> </ul>

Custom

Other
ONE ENTERPRISE

<ul> <li>INTERNAL TICKETING: Internal Ticketing system for employees, Internal ticket Insights</li> <li>DESK MANAGEMENT: Work order management</li> </ul>

Custom

Other

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