From the first touch to the first purchase, Method:CRM gives you a complete view of your customers so you can keep them coming back for more.
Strengthen your relationship with customers
Finally, customer management software makes it easy to achieve excellent customer satisfaction.
A 360-degree view of every customer: See past interactions, upcoming meetings, purchase history, and more in one convenient location.
Get customer insights on the go: Put CRM and QuickBooks data at your fingertips with the Method CRM mobile app. Better yet, this app makes it easy to follow up with your customers at any time and from anywhere.
Customer management from your inbox: Get an overview of a customer’s relationship with your business without leaving your Gmail or Outlook inbox.
Increase your rate of repeat business
Maximize your customer retention and keep your business top of mind with the #1 customer management tool for QuickBooks users.
Stay in touch with automated follow-ups: Schedule one-time or recurring reminders to check-in, then send messages directly from Method.
Email marketing: Build email campaigns in your customer management software or send lists of Method customers to Mailchimp.
Custom reports: Create reports to show your top customers or products, then act on those insights to drive more sales.
Simplify your sales process
The less time you spend on customer management, the more time you can spend on growing your business.
Sales transactions: Create estimates, invoices, payments, and receipts in Method, all without needing access to QuickBooks.
No more double data entry: Add customers or enter sales in Method:CRM, then watch as the data appears in QuickBooks instantly.
Improve your customer service with portals: Your customers can make fast and secure online payments that sync to QuickBooks in real-time with Method:CRM.