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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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In-Depth Reviewer Comments

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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
Zigpoll
  • Lite
    <ul> <li>Email capture support</li> <li>Participant logging</li> <li>Custom style any poll</li> <li>Unlimited polls</li> </ul>
    0.00
    Other
  • Basic
    <ul> <li>Installation Support</li> <li>1,000 responses / month</li> <li>2 team members</li> </ul>
    10.00
    Month
  • Standard
    <ul> <li>Copywriting support</li> <li>24 hour customer support</li> <li>Unlimited responses</li> <li>4 team members</li> </ul>
    25.00
    Month
  • Plus
    <ul> <li>Hide Zigpoll Branding</li> <li>8 team members</li> </ul>
    50.00
    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
Adzooma
  • Essentials
    <ul> <li>Monitor and track your Google, Facebook, and Microsoft Ads all in one place</li> <li>Optimizations that help you improve your campaign for better results</li> <li>Automated rules that streamline tasks and cut hours of manual work</li> <li>Campaign Performance Reports to track your spend</li> </ul>
    0.00
    Other
  • Plus
    <ul> <li>Listings & Reviews Management for your business</li> <li>Dedicated Account Management </li> <li>Advanced SEO insights showing you how your website is performing</li> <li>81 additional automation templates to save you time and money</li> </ul>
    99.00
    Month
  • Enterprise
    <ul> <li>Features according to customer’s requirements</li> </ul>
    Custom
    Other

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