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Introducing Method CRM for Intuit QuickBooks
Greetings to all business owners and managers out there! Whether you are running a small, medium, or large enterprise, you would surely agree that keeping track of your customers’ information and transactions can be a daunting task. The good news is that there is an excellent solution that can help you streamline your business operations – Method CRM for Intuit QuickBooks.
In this article, we will explain what Method CRM is, how it works, and why it is a game-changer for businesses that use Intuit QuickBooks. We will also provide a detailed guide on how to use Method CRM for Intuit QuickBooks and answer some frequently asked questions.
What is Method CRM?
Method CRM is a customizable customer relationship management software designed to help businesses manage their contacts, leads, sales, and operations more efficiently. It is an all-in-one solution that can integrate with various accounting and e-commerce systems, including Intuit QuickBooks, Shopify, and PayPal.
Method CRM allows businesses to automate their workflows, track their performance metrics, and access their customer data anywhere and at any time. It also provides users with a user-friendly interface and a drag-and-drop functionality that makes it easy to customize their workflows and reports.
Key features of Method CRM
| Feature | Description |
| Mobile app | Access your customer data and workflows anywhere and at any time using your mobile device. |
| Customizable fields | Add or remove fields to your workflows and forms based on your business needs. |
| Automation | Automate your workflows, such as sending follow-up emails or creating tasks, based on predefined triggers. |
| Reporting | Generate customized reports to track your performance metrics, such as sales, leads, and contacts. |
| Integrations | Integrate with various accounting and e-commerce systems, including Intuit QuickBooks, Shopify, and PayPal. |
Why use Method CRM for Intuit QuickBooks?
Intuit QuickBooks is a powerful accounting software that is widely used by many businesses. It allows users to manage their finances, track their expenses, and generate customized reports. However, QuickBooks lacks a robust CRM functionality that can help businesses manage their customer relationships effectively.
That’s where Method CRM comes in. Method CRM seamlessly integrates with QuickBooks, enabling users to manage their contacts, leads, and sales in one place. It also allows users to automate their workflows, such as sending invoices or creating sales orders, based on QuickBooks transactions.
Using Method CRM for QuickBooks can help businesses save time, reduce errors, and improve their customer relationships. It also provides users with a centralized database that can be accessed by their team members, regardless of their location or device.
Benefits of using Method CRM for Intuit QuickBooks
- Streamline your business operations by integrating your CRM and accounting software.
- Automate your workflows, such as sending invoices or creating sales orders, based on QuickBooks transactions.
- Access your customer data and workflows anywhere and at any time using your mobile device.
- Customize your workflows and reports based on your business needs.
- Improve your customer relationships by providing personalized experiences.
How to use Method CRM for Intuit QuickBooks
Using Method CRM for Intuit QuickBooks is easy and straightforward. Here’s a step-by-step guide on how to set up Method CRM for Intuit QuickBooks:
Step 1: Sign up for Method CRM and Intuit QuickBooks
If you haven’t signed up for Method CRM and Intuit QuickBooks, you need to create an account first. Go to their respective websites and follow the instructions on how to sign up.
Step 2: Connect Method CRM with Intuit QuickBooks
Once you have signed up, you need to connect Method CRM with Intuit QuickBooks. Here are the steps:
- Log in to your Method CRM account.
- Click the three horizontal lines at the top left corner and select “Settings”.
- Select “Connect to QuickBooks”.
- Follow the instructions to authorize the connection between Method CRM and QuickBooks.
Step 3: Customize your workflows and forms
After you have connected Method CRM with Intuit QuickBooks, you can customize your workflows and forms based on your business needs. Here’s how:
- Click the three horizontal lines at the top left corner and select “CRM”.
- Select “Customize” to add, remove, or modify fields on your workflows or forms.
- Drag and drop the fields to the desired location.
- Click “Save” when you are done.
Step 4: Automate your workflows
You can automate your workflows, such as sending invoices or creating sales orders, based on QuickBooks transactions. Here’s how:
- Click the three horizontal lines at the top left corner and select “CRM”.
- Select “Automation” to create a new automation or modify an existing one.
- Select the workflow and the trigger for the automation.
- Add the actions that you want to perform in response to the trigger.
- Click “Save” when you are done.
Step 5: Generate customized reports
You can generate customized reports to track your performance metrics, such as sales, leads, and contacts. Here’s how:
- Click the three horizontal lines at the top left corner and select “CRM”.
- Select “Reports” to generate a new report or modify an existing one.
- Select the data source and the fields that you want to include in the report.
- Customize the filters and the grouping options.
- Click “Save” to generate the report.
FAQs
What are the pricing plans for Method CRM?
Method CRM offers three pricing plans: a free plan, a basic plan that costs $25 per user per month, and a pro plan that costs $49 per user per month. The basic plan includes basic CRM features, while the pro plan includes advanced features such as custom development, automation, and integrations.
What integrations are available for Method CRM?
Method CRM integrates with various accounting and e-commerce systems, including Intuit QuickBooks, Shopify, PayPal, and Stripe. It also integrates with G Suite, Zapier, and Mailchimp.
Can I customize my workflows and forms in Method CRM?
Yes, you can customize your workflows and forms in Method CRM. It provides a drag-and-drop functionality that makes it easy to add, remove, or modify fields on your workflows and forms.
Can I access Method CRM using my mobile device?
Yes, Method CRM provides a mobile app that allows you to access your customer data and workflows anywhere and at any time using your mobile device.
Can I automate my workflows in Method CRM?
Yes, you can automate your workflows in Method CRM. It allows you to automate your workflows, such as sending follow-up emails or creating tasks, based on predefined triggers.
Can I generate customized reports in Method CRM?
Yes, you can generate customized reports in Method CRM. It provides a reporting functionality that allows you to generate reports based on your performance metrics.
Is there a free trial for Method CRM?
Yes, Method CRM offers a 30-day free trial for its pro plan. You can sign up for the free trial on their website.
How secure is Method CRM?
Method CRM uses bank-level security and encryption to protect your data. It also undergoes regular third-party security audits to ensure that it meets the highest security standards.
Can I get support if I encounter any issues with Method CRM?
Yes, Method CRM provides support via email, phone, and chat. It also has a comprehensive knowledge base that contains tutorials, guides, and FAQs.
What are the system requirements for using Method CRM?
Method CRM is a cloud-based software that can be accessed using any device with an internet connection and a web browser. It is compatible with Windows, Mac OSX, iOS, and Android.
Can I cancel my Method CRM subscription at any time?
Yes, you can cancel your Method CRM subscription at any time. However, you need to follow the instructions on their website on how to cancel your subscription.
What payment methods are available for Method CRM?
Method CRM accepts payment via credit card or bank transfer. It also accepts payment using PayPal and Stripe.
Can I upgrade or downgrade my Method CRM plan?
Yes, you can upgrade or downgrade your Method CRM plan at any time. You need to contact their support team to request the upgrade or downgrade.
Conclusion
Thank you for reading our article about Method CRM for Intuit QuickBooks. In summary, Method CRM is a powerful and customizable CRM software that can help businesses manage their customer relationships more efficiently. It seamlessly integrates with Intuit QuickBooks, enabling users to streamline their business operations and improve their customer relationships. Using Method CRM can help businesses save time, reduce errors, and provide personalized experiences to their customers.
If you are interested in using Method CRM for your business, we encourage you to sign up for their free trial and experience its benefits firsthand. Don’t hesitate to contact their support team if you have any questions or issues.
Thank you and happy business managing!
Closing Disclaimer
This article is for informational purposes only. The information provided in this article is accurate to the best of our knowledge as of the date of publishing. The author and the publisher do not assume any liability for errors, omissions, or inaccuracies in this article. The reader is solely responsible for any decisions or actions taken based on the information provided in this article. The author and the publisher do not endorse any specific product or service mentioned in this article.
