Method:CRM 4+

Name: Method:CRM
Author: Method Integration

Method Integration

Diseñada para iPad

- Gratis

Descripción

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.

3 jul 2024

Versión 2.1.47

What's New:
Enhanced push notification delivery and reliability.
General performance improvements and bug fixes.

Method Integration, que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.