Top 6 CRM Software Solutions That Integrate with QuickBooks Desktop
All of your customers are partners in your mission. – Shep Hyken The most critical aspect of a business is its “customers,” and a strong relationship with customers is what...
Method CRM Details
| Price | Contact Management: $25/user/month CRM Pro: $44/user/month CRM Enterprise: $74/user/month |
|---|---|
| Rating | 4.4/5 Based on 287 reviews on G2 |
| Business Function | |
| Industry | |
| Compatibility | (QuickBooks Pro | QuickBooks Premier | QuickBooks Enterprise) | Shuttle | Moneris | Shopify | Gmail | Outlook | MailChimp | Zapier | Xero | QuickBooks Online. |
| Developer | Method Integration Inc. |
What is Method CRM?
Method CRM is a versatile customer relationship management software that offers error-free operations due to its two-way integration with QuickBooks. For instance, you can create an invoice in Method and sync it with QuickBooks, eliminating the need for double entry.
From customer management, email campaigns, and work orders to employee management, Method CRM offers a variety of features.
Method CRM is a mobile application that can be installed on your smartphone. Therefore, you can track leads, sales, employee time, and more from anywhere at any time. It also offers an online customer portal where customers can view invoices, make payments, and approve documents, eliminating the need for constant inquiries and improving customer experience.
Method CRM offers a 14-day free trial so you can experience all its features beforehand. To take advantage of the free trial, you just need to go to their homepage and sign up. No credit card info is required.
Key Features of Method CRM
Lead Management
Method CRM integrates with your email to get easy access to all your lead information and manage the lead lifecycle efficiently.
Time Tracking
Method CRM aids payroll management in QuickBooks with its easy-to-use timesheets, filled and approved in real-time.
Multi-app Integrations
Method offers effective integrations with some of the most useful apps, such as Gmail, Google Calendar, Outlook, Paypal, MailChimp, and more.
Effective Invoicing
Method CRM offers clear, easy-to-understand invoice templates that you can customize and optimize invoice payments and approvals.
Work Order Management
Create work orders easily from estimates, assign the order to respective workers, and track them on the mobile app in real time.
Customization
Customize the dashboard, reports, customer portal, workflows, web-to-lead forms, and more as per your business requirements.
Benefits of Integrating Method CRM with Hosted QuickBooks
Method CRM is a cloud-based solution that enables businesses to track their operations from any location. QuickBooks Desktop hosting gives you a complete cloud solution where all your data is synced on the cloud in real time. This enhances business agility and flexibility. Here is what you get with QuickBooks and Method CRM on Ace Cloud Hosting platform.
Enterprise-grade Security
Ace Cloud Hosting deploys a multi-tier security infrastructure to safeguard your clients’ data: Protected at physical, network, admin, and endpoint levels with IAM, data encryption, and more.
On-demand Scalability
Ace Cloud Hosting can scale your IT demands with the growing requirements. You need to pay only for what you use and not a penny more. This reduces your in-house IT overheads and hassles.
Round-the-clock Support
Ace Cloud Hosting offers 24x7x365 dedicated customer support. You can reach out to our cloud experts by phone, chat, or email. We offer better resolution in minimum response time.
State-of-the-art Infrastructure
Ace Cloud Hosting hosts your QuickBooks Desktop and data on Tier-5 data centers with infrastructure redundancy, fault-tolerant systems, and advanced security features.
Unlimited Integrations
Hosting QuickBooks on the cloud allows you to integrate as many applications as you want with QuickBooks, helping you create a comprehensive business solution.
99.99% Guaranteed Uptime
Ace Cloud Hosting guarantees an uptime of 99.99% in our SLA. We ensure uninterrupted operations with business continuity and disaster recovery plans disaster recovery plans, as well as HPC servers for continuous connectivity.
Integrating QuickBooks with Method CRM on Ace Cloud Hosting
Method CRM and QuickBooks Cloud work well together. Here are some steps to integrate Method CRM with QuickBooks.
Step1
Sign up to your Method account and contact the Method Support team to turn on your account's roaming feature.
Step2
Connect with us to install the Method Sync Engine.
Step3
Log onto the server and open QuickBooks to the correct QuickBooks company file. The Method sync engine will launch automatically.
Step4
Enter your Method email and password and begin a sync to your Method account.
Frequently Asked Questions
Once the Method CRM is connected to the apps of your choice, all the data from various apps sync with each other, and their functions can be used in tandem. Hence, you get a complete business solution rather than a bunch of apps working in silos.
Yes, you need a QuickBooks license to use Method CRM. It is designed specifically to work with QuickBooks and not as a stand-alone software.
No, all your data is imported automatically from QuickBooks to Method and vice versa. Once you sign up to Method CRM and integrate QuickBooks, both solutions will be synced.
Method CRM offers integrations in:
- Mail - Gmail, Outlook
- Marketing - Campaign Manager, AWeber, ActiveCampaign
- E-commerce - WooCommerce, Shopify, Magento, BigCommerce
- Payments - Paypal, Shuttle, Braintree, Stripe, Authorize.net
To integrate Method CRM with cloud-hosted QuickBooks, you need to turn on roaming in your Method CRM app. We will take care of everything else.
Reviews
I like the easy access to different things such as contacts, estimates, and sales orders. I am able to search for customers or files in a matter of seconds.
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I've used this CRM for 3 years on a lead gen project. After initial customizations with a developer, it has worked smoothly with no major issues since.
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Method: CRM logs email interactions via an add-on, saving time on new contacts. It also helps us track lead sources more accurately.
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