Method Customer Relationship Management software is technical for users and it requires appropriate knowledge to use it but has good sync with QuickBooks as well as customer communication of the software allows access to anyone in the organization to the documents important touchpoints.
Method is cloud-based CRM software designed to help small and medium sized businesses automate their salesprocesses and increase efficiency. It provides two-way integration with QuickBooks to close deals faster and eliminate duplicate entry. The customization capabilities allows user to automate daily workflows to save time and achieve better efficiency. The CRM is capable of providing better tracking facilities, simplified contact management and much more
Method Pricing Plans:
Method pricing plans offer mix and match options that allow users to create their own pricing plans according to business needs. Method pricing is well defined and is highly competitive. SME’s and start-ups prefer this CRM as Method pricing plans suit businesses of any size.
Contact Management Method pricing: $25 per user per month, billed annually
- This method pricing plan gives the user access to simple lead and customer management modules to close deals faster and drive the growth of repeat customers.
CRM Pro Method pricing: $44 per user per month, billed annually
- This method pricing plan provides a powerful QuickBooks CRM to the users and clients who want to simplify their sales processes and automate marketing. This plan allows clients to receive payments at a faster pace as it automates the sales process.
The demo helps user to get an idea about how to centralize the lead follow-up. The demo also displays how to close deals faster by analysing the most promising leads with high probability of winning. The demo also shows how to automate workflows, eliminate duplicate entries and how the customer service works for the client.
- Contact Management- With the help of this CRM software, users know each customer's history. It helps users assist their customers. The software conducts management activity and automatic notifications from various contacts.
- Calendar Management- This CRM Software tracks the customers and employee performance and share calendars, and make day-to-day business activities more efficient to meet customers' needs.
- Mail Integration- This CRM Software views or adds the data directly from Gmail and Outlook and sync calendar events as well as export contacts to MailChimp for campaigns (email) or connects with SmartVault.com to manage documents and store.
- Custom transaction templates: Customizing tempelates is a challenge for user. This CRM helps user to show industry specific data such as product weights and product license numbers.
This CRM also provides work from home features such as lead management on the go and mobile access to the CRM software. Users can sit at home and work as it is cloud based CRM.
The sales process and sales automation tool allows user to have 360-degree view to see past interactions, upcoming meetings, purchase history, and more from one single location. It also provides mobile app with CRM and QuickBooks data at fingertips. The user can also have integrations with the existing email software such as outlook.