Method:CRM

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Method:CRM

Quickbooks CRM with integrated data

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Method Integration
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Windows

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iOS

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Android

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Mgmt Review
  • paid

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
HoneyBook
  • Unlimited Monthly
    <ul> <li>Access to all features</li> <li>No limit on transactions</li> <li>Unlimited concierge support</li> <li>Add unlimited team members</li> </ul>
    39.00
    Month
Stamped
  • Free
    <ul> <li>Up to 50 orders monthly</li> <li>In-email and SMS Review Requests</li> <li>Customize your review fields</li> <li>Easily share reviews on social</li> </ul>
    Month
  • Basic
    <ul> <li>Up to 200 orders monthly</li> <li>Receive a One Time Offer of $19 Free SMS credits</li> <li>Photo Reviews</li> <li>Includes all features of Free plan</li> </ul>
    23
    Month
  • Premium
    <ul> <li>Up to 500 orders monthly</li> <li>Receive a One Time Offer of $39 Free SMS credits</li> <li>Create optimized ad banners with both pre-designed and custom templates</li> <li>Includes all features of Basic plan</li> </ul>
    59
    Month
  • Business
    <ul> <li>Up to 1,500 orders monthly</li> <li>Request email, SMS and Facebook Messenger reviews</li> <li>Receive a One Time Offer of $99 Free SMS credits</li> <li>Includes all features of Premium plan</li> </ul>
    149
    Month
  • Professional
    <ul> <li>Up to 3,500 orders monthly</li> <li>Receive a One Time Free credit of $150 SMS</li> <li>Leverage NPS in Google with Google Seller Rating</li> <li>Includes all features of Business plan</li> </ul>
    299
    Month
  • Enterprise
    <ul> <li>Starting at 3,500 orders</li> <li>API Access</li> <li>Dedicated Onboarding and Customer Success Manager</li> <li>Ongoing Customization Support</li> </ul>
    Custom
    Other
AiTrillion
  • Free Trial
    <ul> <li>Email Marketing</li> <li>Loyalty Rewards</li> <li>Product Reviews</li> <li>Web Push and more</li> </ul>
    0.00
    Month
  • Startup
    <ul> <li>Upto 5,000 contacts</li> <li>75,000 Emails available per month</li> <li>Email Support Available</li> <li>Chat Support Available</li> </ul>
    49.00
    Month
  • Growth
    <ul> <li>Upto 10,000 contacts</li> <li>150,000 Emails available per month</li> <li>Free Onboarding</li> <li>Free Data Migration from other apps</li> </ul>
    99.00
    Month
  • Premium
    <ul> <li>From 1500 to 1,00,000 contacts</li> <li>15x Emails available per month</li> <li>Phone Support Available</li> </ul>
    Custom
    Month
  • Enterprise
    <ul> <li>More Than 100,000 Customers</li> <li>Dedicated Support Via Phone, Email & LiveChat</li> <li>Smart Features Setup</li> <li>Advanced Email & Web Push Workflow Setups</li> </ul>
    Custom
    Other

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