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Method is a CRM that integrates with QuickBooks. It allows for customer portals, forms and payments that can be embedded in your company website. It can also be used to organize, follow customer's needs and conversations, assign follow-ups, and efficiently track day-to-day tasks. Only enter data once with QuickBooks synchronized. Method CRM uses "Method Sync Engine," approved by Intuit for security and efficient data syncing. Method has a drag-and-drop customization feature making the workflow that much eaiser. You can also connect with calendars in Outlook and Gmail or bing in your contacts.

 

Connect with any of our team members and get more information about Method CRM and how it can help your business.