Screenshots

Description

Method:CRM is the top-rated CRM for small businesses that use QuickBooks. Our native iOS app empowers you to close deals quickly, run your business efficiently, and keep each customer happy, no matter where your day takes you.

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

What’s New

Version 2.0.1

Fixed an issue where opening the app causes a crash on iOS 13 and higher

Ratings and Reviews

2.4 out of 5
7 Ratings

7 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.

M@ds98 ,

Can’t login

I put in my log in credentials, which I have verified are correct, and the dashboard pops up for a second before I am brought back to the log in screen. Still have not been able to get in and check the app out.

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.

App Privacy

The developer, Method Integration, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer's privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Information

Seller
Alocet Incorporated
Size
85 MB
Category
Business
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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