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Method:CRM

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Method:CRM

Quickbooks CRM with integrated data

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Method Integration
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Mgmt Review
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A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.

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App Pricing Page

Contact Management <ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul> 25.00 Month
CRM Pro <ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul> 44.00 Month
CRM Enterprise <ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul> 74.00 Month
This app has yearly payment discounts available.

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Customer Questions

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  • Contact Management
    <ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul>
    25.00
    Month
  • CRM Pro
    <ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul>
    44.00
    Month
  • CRM Enterprise
    <ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul>
    74.00
    Month
Map My Customers
  • Personal
    <ul> <li>All standard features of Map My Customers, including routing, activity tracking and reports</li> <li>Support agents available during business hours via chat and email</li> <li>One-way CRM Integration available to import customer data from one of our supported CRMs</li> </ul>
    60.00
    Month
  • Team
    <ul> <li>Team-wide reporting and dashboards on activities, performance and deal progress</li> <li>User permissions on activities, performance and deal progress</li> <li>Guided onboarding to jump-start your team to ensure faster results</li> <li>Two-way and custom CRM integration to seamlessly move data between systems</li> </ul>
    105.00
    Month
Intercom
  • Support
    <ul> <li>Human support: Live chat for support, Team inboxes</li> <li>Self-serve support: Help articles, Conversational bots</li> <li>Proactive support: Targeted messaging, Product Tours</li> </ul>
    Custom
    Other
  • Engage
    <ul> <li>Engagement and adoption: Outbound email and in-product messaging, Push messages & notifications</li> <li>Optimize performance: A/B testing & control groups, Message versioning</li> <li>Personalize targeting: Custom events and customer segments, Salesforce & Marketo integrations</li> </ul>
    Custom
    Other
  • Convert
    <ul> <li>Website conversion: Conversational chatbots, Live chat for sales</li> <li>Manage leads: Multiple team inboxes, Automatic meeting booking</li> <li>Prospect data: Salesforce & Marketo integrations, Reverse IP lookup and data enrichment</li> </ul>
    Custom
    Other
Freshchat
  • Free
    <ul> <li>Up to 100 agents</li> <li>100 Campaign Contacts</li> <li>Chatbots</li> <li>Chatbot Analytics</li> </ul>
    0.00
    Month
  • Growth
    <ul> <li>Price per agent per month</li> <li>500 Campaign Contacts </li> <li>Assignment Rules </li> <li>Priority Inbox</li> </ul>
    18.00
    Month
  • Pro
    <ul> <li>Auto-resolve</li> <li>IntelliAssign</li> <li>Business Hours (by Groups)</li> <li>Live Translate</li> </ul>
    47.00
    Month
  • Enterprise
    <ul> <li>Allowed IPs</li> <li>Allowed Domains</li> <li>User Authentication(JWT)</li> <li>400K MUV/agent</li> </ul>
    83.00
    Month

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