Method:CRM is a QuickBooks integrated, web-based software application that enhances QuickBooks. It not only synchronises in real-time with QuickBooks but it also adds a completely customisable software framework. In practical terms it allows you to model your business software on your business! It eliminates the need for additional systems such as a CRM or a mass email system by extending the functionality of your accounting system. Some data on clients for example is shared making Method CRM a one of a kind QuickBooks Plugin.
The software also includes some third-party apps from the Method App Library such as Google Apps integration or customer portals that will help enhance your QuickBooks experience.
See each of the Method CRM Modules for more information about how it is your business can benefit from integrating Method CRM into your business.
The system allows you to chose between using the QuickBooks interface or a build your own interface for making changes to your QuickBooks data.
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Cloudswave Score for Method:CRM
Rating based on 6 Critic Reviews
Authenticated Reviewer, on TrustRadius
MethodCRM Use Cases and Deployment ScopeMethod CRM is ideal for companies that need to integrate their customer-facing employees with their back office and who have a challenge not met by other QuickBooks add-ons. Method is the most customizable CRM software and has the best interface with QuickBooks. With Method you can automate business processes and track unlimited amounts of information.
Pros : Method allows you to enter data in QuickBooks from a web-based or mobile platform, with highly specific user permissions, which means your field employees have access to only the data they need without being in your QuickBooks fileMethod allows unlimited additional data fields, screen customizations, and extremely sophisticated automation of business processes, all of which allows you to design your own featuresWith its API and SQL scripting, Method can pull data from outside sources and combine
Cons : Even though Method has a suite of CRM and accounting features built in, because it is so completely customizable, businesses can get sucked in to extensive and expensive implementation projects. Method is best used when there is a unique challenge to solve, or when automation will produce cost-savings sufficient to outweigh the investment in customization.Method is browser-based on mobile devices, it doesn't run without an internet connection.Method's look and feel is database-centric unless sc
As a QuickBooks ProAdvisor, I have been using Method CRM for several years and recommending it for my clients that want to be able to get to their QuickBooks data easily and customize it to how they want to use it. It is not just a powerful CRM, but a great way to add any additional trackable data. I have also used it as a platform base to create some amazing custom reports.
Pros : The engine that syncs the data between Method CRM and QuickBooks and the web site uptime are very reliable. My clients rarely contact me for support issues.
Cons : Most people don't know how much customization you can do with this app. So, it is strongly recommended to invest in hiring someone knowledgeable to do the design and customization of your data and screens.
Expect Method CRM to deliver a borderline excellent experience, exceeding average performance and going well beyond the basics.
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