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 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
CRM Pro Method pricing: $44 per user per month, billed annually
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.
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.
Buyer, Construction, Enterprise