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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
Always remember the individuals you encounter. Effortlessly expand and nurture your network with the help of AI technology, as your network truly reflects your value. Your complete network is seamlessly integrated into your personalized CRM, with all contacts enhanced by both professional and personal insights. This CRM is tailored just for you, allowing you to handle your connections effectively and avoid information silos. With a single click, you can synchronize all of your tools, enabling smooth management of your network through an exceptional feature set. Stay in touch with friends and acquaintances effortlessly, and always remember the context of new encounters, serving as your reliable source of information. Retain every detail about those within your network, and utilize table's AI chat assistant to access your entire CRM. This innovation transforms productivity, offering the most intuitive way to engage with your CRM via text. Keep track of everyone you've met during your journey by searching within your CRM, and clear your mind while table takes care of reminding you when it's time to reconnect. By leveraging this system, your networking experience becomes more organized and fulfilling than ever before.
API Access
Has API
API Access
Has API
Integrations
Gmail
Google Calendar
Apple Calendar
Apple Mail
Chat Agents
Eventur
Freedom Merchants
Google Workspace
LinkedIn
Microsoft Outlook
Integrations
Gmail
Google Calendar
Apple Calendar
Apple Mail
Chat Agents
Eventur
Freedom Merchants
Google Workspace
LinkedIn
Microsoft Outlook
Pricing Details
$25.00/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Method Integration
Founded
2010
Country
Canada
Website
www.method.me/
Vendor Details
Company Name
table AI
Country
United States
Website
www.usetable.ai/
Product Features
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management