Method:CRM
| Category | Price | Seller | Device |
|---|---|---|---|
| Business | Free | Alocet Incorporated | iPhone, iPad, iPod |
The iOS app is free for all users of the Method:CRM web app. Don’t have an account yet? Head to www.method.me and sign up for a free 30-day trial.
MANAGE LEADS OUTSIDE OF QUICKBOOKS
• Add unlimited contacts, record interactions, and assign tasks to teammates
• Create sales opportunities to track potential business
• Convert leads to QuickBooks customers with the click of a button
SIMPLIFY YOUR SALES PROCESS
• Sync data between Method:CRM and QuickBooks in real time
• Create sales and purchase transactions without needing access to QuickBooks
• Process payments instantly within the app
PROVIDE GREAT CUSTOMER SERVICE
• See past interactions, purchase history, and more, all in one place
• Schedule one-time or recurring reminders to follow up
• Send individual or mass emails directly from Method:CRM
A CRM MADE FOR YOU
• Customize your Method:CRM account so it’s perfect for your business
• Access your custom data, workflows and reports in the iOS app
