Method:CRM 4+

Method Integration

Designed for iPad

    • 2.0 • 12 Ratings
    • Free

Screenshots

Description

Method:CRM is the #1 CRM for growing businesses that use QuickBooks. Use this app to close deals faster, maximize your productivity, and keep your customers happy — no matter where your day takes you.


Here are the key benefits of the Method iOS app.


#1 Give every lead the attention needed to close the sale.
• Instantly assign a sales rep to each new lead to kickstart your nurture efforts.
• Stop deals from slipping through the cracks with seamless opportunity management.
• Convert leads to QuickBooks customers with the click of a button.


#2 Bring revenue in faster with a streamlined sales process.
• Empower your sales reps to create sales and purchase transactions without QuickBooks access.
• Get paid sooner with easy online payment options for your customers.
• Sync data between Method:CRM and QuickBooks in real-time for seamless accounting.

#3 Drive more repeat business with excellent customer service.
• Gain a 360-degree of every customer from their purchase history to recent interactions with your team.
• Schedule automatic reminders to follow up with your customers and leads.
• Send individual or mass emails directly from Method:CRM.

#4 Finally, a CRM that meets your every need.
• Customize your Method:CRM account, so it’s perfect for your business.
• Create workflow automation that mirrors your exact processes and saves you time.
• Get data-driven insights from custom fields and personalized reports.

What’s New

Version 2.1.3

- Bug fixes and UI improvements

Ratings and Reviews

2.0 out of 5
12 Ratings

12 Ratings

Hahndds ,

Won’t load

Not sure how you can really review something that when you enter the correct account info it won’t load. Works fine on desktop but unable to access from iPhone which is where you work most from these days.

Developer Response ,

Hi, thank you for your feedback! We definitely would like to find out more about the experience you mentioned. Please kindly reach out to the Method Support team (https://www.method.me/contact-us/) and so we can fix your login issue.

Megawampum2 ,

Method deleted my data

I am a CPA and QuickBooks ProAdvisor and until very recently I was an Advanced Method Consultant - that is until Method deleted our company’s data...not once but twice - forcing us to rebuild our data. After that I could not in good conscience recommend Method to any of our clients. Method’s CEO, tried to buy my silence by asking me to sign a non disclosure agreement in exchange for a cash payment, which I refused. People need to know that their data is not safe with this company and that our situation is not an isolated incident.

And to be clear, this was not due to non-payment. Also my data was irretrievably deleted.

Developer Response ,

Hi there – I’m sorry to hear this. When a subscription gets canceled due to non-payment, or any other reason, you may be able to request a restore. Here’s a full article on our help center: https://www.method.me/help/34636-method-faq/304564#how-does-an-account-get-cancelled. Please contact us directly to see how we can help out, and get your account back up and running.

parent 2332 ,

No Face ID options

No Face ID options

This becomes a pain when passwords need to be long and random for security

App Privacy

The developer, Method Integration, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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