Method:CRM 2.1.27

Method Integration ❘ Freeware ❘
iOS
out of 17 votes

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Method:CRM is a versatile tool designed for businesses utilizing QuickBooks, aiming to enhance efficiency and customer satisfaction on the go.

Key Benefits of Method iOS App:

<ol>
 <li>
 Enhanced Lead Management:
 <ul>
 <li>Efficiently assign sales representatives to new leads, initiating prompt nurturing actions.</li>
 <li>Prevent potential deals from being overlooked through seamless opportunity management.</li>
 <li>Effortlessly convert leads into QuickBooks customers with a single click.</li>
 </ul>
 </li>
 <li>
 Streamlined Sales Process:
 <ul>
 <li>Empower sales representatives to generate sales and purchase transactions independently of QuickBooks access.</li>
 <li>Facilitate prompt payments with convenient online payment options for clients.</li>
 <li>Real-time data synchronization between Method:CRM and QuickBooks ensures seamless accounting processes.</li>
 </ul>
 </li>
 <li>
 Customer Service Excellence:
 <ul>
 <li>Comprehensive customer profiles provide insights from purchase histories to recent interactions with your team.</li>
 <li>Schedule automatic follow-up reminders for customers and leads, fostering repeat business.</li>
 <li>Directly send individual or mass emails from within Method:CRM for efficient communication.</li>
 </ul>
 </li>
 <li>
 Tailored CRM Solutions:
 <ul>
 <li>Customize your Method:CRM account to align perfectly with your business requirements.</li>
 <li>Implement workflow automation reflecting your specific processes, saving valuable time.</li>
 <li>Gain valuable insights from custom fields and personalized reports for data-driven decision-making.</li>
 </ul>
 </li>
</ol>

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