Method:CRM: Ideal Customer Relationship Management for QuickBooks users

Customer relationship management (CRM) software helps businesses manage relationships with customers and prospects using sales pipelines and other organizational tools.

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Peak Advisers proudly uses Method:CRM in our own business. We are also a partner with Method:CRM. Reason number one that we like this product is simple: It is built for QuickBooks.

The Method customer relationship management system and QuickBooks work with each other like a marriage made in heaven. Method:CRM’s deep integration with QuickBooks will do wonders for your business.

Your business runs more efficiently when all your systems are in sync. Method’s two-way integration with QuickBooks is the best in the industry — and Method had the patent to prove it.

Contact us and we’ll help you make Method:CRM work for you. Call (303) 801-4772 now to get started.

Whether you need simplified contact management, better activity tracking, more accurate estimating, or something else entirely, Method:CRM has a solution for you. The information below is from Method’s website, where you can learn much more information.

Solutions for every workflow

No matter what work you’re doing, Method is designed to make it easier. Take advantage of built-in solutions for lead management, invoicing and more — or customize them to meet your unique needs. 

Connect to apps you love

Spend less time entering data and more time growing your business. Method connects directly to apps like Gmail, Outlook and Mailchimp, with hundreds of other integrations available via Zapier.

Turn more leads into paying customers

Method:CRM has everything you need for effective lead management, from first point of contact to first purchase.

Keep customers coming back

With all your customer details in one place, it’s easy to deliver great end-to-end experiences.