No - We did in the set up phase, but not now in maintenance. We just use it as needed. To buy into the maintenance plan was not cost effective as we did not think we would utilize it enough. The set up was done so well that I am able to manage it pretty well on my own.
Method:CRM is a CRM for QuickBooks Desktop and QuickBooks Online users.
Integrations Method:CRM's real-time sync with QuickBooks automatically updates customer information, invoices, and payments between Method and QuickBooks. Method:CRM also offers native integrations with apps like Gmail, Outlook, and Mailchimp, or users can connect hundreds of other apps via Zapier. With Method:CRM, users can manage daily workflows with one system and eliminate double data entry.
Customization Customizable and code-free, Method:CRM's drag-and-drop tools allows users to create a custom CRM that mirrors business processes and evolves with a company's growing needs. With Method, users can personalize the CRM to business needs and create a solution beyond a traditional CRM with custom workflows, commission trackers, and online customer portals.
Lead management Instead of manually entering sales leads and spending hours on admin work, Method:CRM lets sales teams focus on finding new prospects, nurturing leads, and closing deals. Streamline sales process by managing estimates, invoices, and opportunities in one place with Method:CRM.
Designed specifically for businesses using QuickBooks for their accounting, Method:CRM enables you to build relationships on every side of the business, streamline processes, close more deals, and generally spend less time on admin and more time growing the business.
Method’s two-way, real-time QuickBooks sync consolidates customer history and accounting data, giving everyone on the team a 360-degree view of every customer.
Method’s sync provides more than just a view of your QuickBooks data — your team is able to edit and add QuickBooks data including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and more all from within Method.
