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Average Ratings 45 Ratings
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Description
Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users.
Integrations
Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system.
Management of the leader
Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place.
Customization
100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.
Description
QuickBooks Online is the most widely used accounting software in the entire world.
QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more.
You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones.
Click the link to get a 30-day free trial, and 50% off for your first three months.
QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Freedom Merchants
Yes
Google Calendar
Yes
Mailchimp
Yes
MindCloud
Yes
PayPal
Yes
QuickBooks Online Advanced
Yes
Simplii
Yes
SmartVault
Yes
Vonage Business
Yes
Wufoo
Yes
Integrations
Freedom Merchants
Yes
Google Calendar
Yes
Mailchimp
Yes
MindCloud
Yes
PayPal
Yes
QuickBooks Online Advanced
Yes
Simplii
Yes
SmartVault
Yes
Vonage Business
Yes
Wufoo
Yes
Pricing Details
$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Trial
Yes
Free Version
No
Pricing Details
$9/month (normally $15/month)
Get a free 30 day trial now, and get 50% off 3 months by clicking the link above.
Plans:
Simple Start: $15 per month
Essentials: $30 per month
Plus: $45 per month
Advanced: $100 per month
Plans:
Simple Start: $15 per month
Essentials: $30 per month
Plus: $45 per month
Advanced: $100 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Method Integration
Founded
2010
Country
Canada
Website
www.method.me/
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
quickbooks.intuit.com
Product Features
Construction CRM
Client Tracking
No
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Contact Management
Activity Management
Yes
Appointment Management
No
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
No
Group Management
No
Interaction Tracking
No
Lead Management
Yes
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
Yes
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
Yes
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Nonprofit
Accounting
Yes
Committee Management
No
Donor Management
Yes
Dues Management
No
Event Management
No
Fundraising Management
No
Member Database
No
Membership Management
No
Social Media Management
No
Volunteer Management
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
Yes
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
Yes
Check Writing
Yes
Duplicate Payment Alert
Yes
Fraud Detection
Yes
General Ledger Entry
Yes
Vendor Management
Yes
Accounts Receivable
ACH Payment Processing
Yes
Billing & Invoicing
Yes
Check Processing
Yes
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
Yes
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
Auto Dealer Accounting
Buy-Here-Pay-Here
Yes
Collections Management
Yes
Expense Management
Yes
Financing Management
Yes
Inventory Management
Yes
Lease-Here-Pay-Here
Yes
Parts Management
Yes
Payroll Management
Yes
Recurring Billing
Yes
Sales Management
Yes
Sales Tax Management
Yes
Service Department
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
Yes
Collections
Yes
Expense Tracking
Yes
Fixed Asset Management
Yes
General Ledger
Yes
Payroll
Yes
Revenue Recognition
Yes
Spend Management
Yes
Tax Management
Yes
Church Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Asset Management
Yes
Bank Reconciliation
Yes
Budgeting & Forecasting
Yes
Donation Management
Yes
Fund Accounting
Yes
General Ledger
Yes
Payroll Management
Yes
Construction Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Billing & Invoicing
Yes
Budgeting & Forecasting
Yes
Cash Management
Yes
Construction Breakdowns
Yes
General Ledger
Yes
Job Costing
Yes
Overrun Projections
Yes
Payroll Management
Yes
Purchase Order Management
Yes
Quotes / Estimates
Yes
Mileage Tracking
Business / Personal Travel
Yes
Cost Analysis
Yes
Employee Reimbursement
Yes
Expense Reports
Yes
GPS Tracking
No
Manager Workflow
No
Mileage Logging
No
Reporting
Yes
Payroll
401(k) Tracking
Yes
Attendance Management
Yes
Benefits Management
Yes
Check Printing
Yes
Compensation Management
Yes
Deductions Management
Yes
Direct Deposit
Yes
Multi-Country
Yes
Multi-State
Yes
Reporting/Analytics
Yes
Self Service Portal
Yes
Tax Compliance
Yes
Vacation / Leave Tracking
Yes
W-2 and 1099 Preparation
Yes
Wage Garnishment
Yes
Real Estate Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Commission Management
Yes
Contract Management
Yes
General Ledger
Yes
Mobile Access
Yes
Payroll
Yes
Property Development Management
Yes
Reporting / Analytics
Yes
Work Order Management
Yes
Recurring Billing
Customer Portal
No
Deferred Billing
No
Discount Management
No
Dunning Management
Yes
Invoice History
Yes
Multi-Currency
Yes
Multi-Period Recurring Billing
Yes
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
Yes
Sales Tax
Address Validation
No
Audit Trail
No
Consumer Use Tax
No
Exemption Management
Yes
Tax Calculator
Yes
Tax Filing
No
Taxability Verification
No
Transaction Tracking
Yes
Value Added Tax (VAT)
Yes
School Accounting
Accounts Payable
Yes
Attendance Management
No
Billing & Invoicing
Yes
Budgeting & Forecasting
Yes
Class Loading
Yes
Fixed Asset Management
Yes
For Private Schools
Yes
Fund Accounting
Yes
General Ledger
Yes
K-12
Yes
Payroll Management
Yes
Purchasing
Yes
