Method CRM

Expand your QuickBooks software with flawless integration from Method. Method provides the freedom to manage your company the way you want. Find out how you can unleash the multitude of possibilities provided through Method CRM by reading more about it below.

What is Method CRM?

Method is a customizable Customer Relationship Management system for QuickBooks users. Easily integrated with QuickBooks with just the click of a button, Method CRM can assist your company in keeping track of customer interactions, sales opportunities, documents, and more. You also have the ability to set up self-service portals for customers and vendors, which allow them to view their account information from your website. Method makes it so easy to configure the system to coincide with your business needs. With two affordable subscriptions to choose from, we can help you decide which one is best for your company.

Reasons Why We Recommend Method CRM

Bi-directional synchronization with QuickBooks
Customizable for endless possibilities
Highly rated by users for its adaptability and ease of use
Insightful dashboards and analytics for your business
Thorough tracking of all customer activity
Creates self-service portals on your website for customers to access their account information and make payments
Add-on apps for even more versatility

WE ARE HERE TO HELP

Still unsure if Method CRM is what your company is looking for? Account Ability can help you decide. Our certified consultant can provide expert knowledge to aid you in your decision to utilize Method CRM and all it has to offer. We are also available to set up and customize Method CRM for your business use. If you or your staff need training or support in using Method CRM, we can do so on-site or via remote access.

METHOD CERTIFICATIONS

As a Method Certified Account Manager and Method Certified Consultant, Susan Cook can provide assistance every step of the way.

ACCOUNT MANAGER
As an Account Manager, Susan will handle your integration with Method CRM from the very beginning. As your dedicated Method Certified Account Manager, Susan will be your direct contact for support and consultations, as well as your go-to expert for training and customization. Monthly subscription rates will depend on your chosen level of Method CRM service.

CONSULTANT
As a Consultant, she can provide help to new and established users of the Method CRM program. Each consultation, customization, or training session is offered at an hourly rate.