Method Integration CRM Edition

Method is the most customizable CRM for QuickBooks. Without any coding, customize sales and call centers, third party portals and all screens with this web-based QuickBooks-integrated platform.

Subscription-based Pricing:
$45/month for the first user, each additional user costs $20/month
 

Developer: Alocet Incorporated

  • Silver Developer Applications have been tested and proven to work with QuickBooks.
Beyond boxed software. Beyond webware. Hold on tight. Get ready for anyware.™

What is Method? It’s a web-based platform for QuickBooks applications, allowing you to create any app for any business need, accessed by anyone, anywhere. Method gives you the freedom to create your own online business management system with real-time synchronization to every QuickBooks list and transaction (i.e. if you update a customer address in Method, it will automatically update in real-time in QuickBooks, and vice versa). Method is an industry-specific, QuickBooks-integrated, web-based application that can be completely customized from head-to-toe.

Method is for any business that feels constricted using box software or limited online applications. Method is completely customizable so you can create the application you’ve been dreaming of. With the Method CRM Edition, you can add fields and actions to fully customize your sales center and call center, employee center, customer center, vendor center and third party portals. If you don’t like a field on one of the screens- delete it. If you want to add a field - go right ahead and add it.

Method Integration CRM Edition also breaks the barrier when it comes to sharing data across remote locations. As long as there is an internet connection, you can login to your Method and QuickBooks data from absolutely anywhere!

How to get started:

Step 1: Sign up for Method Integration CRM Edition online at https://www.methodintegration.com/web/signup.aspx or call 1-888-9-ALOCET.

Step 2: Connect with QuickBooks

One click, and minutes later your QuickBooks data is on the web, secured with 256-bit SSL encryption.

Changes made in Method or QuickBooks are synchronized with each other in real-time!

Step 3: Start Customizing!

Turn Method into your own personalized business management system. Create and modify your own fields, actions, reports, and customer portals. The best part is YOU can do this yourself, since there is no coding, no scripting, and no programming! Instead, all customization is done using intuitive drag & drop wizards. Don’t want to do the customizing yourself? No problem. There is a team of Method Solution Providers standing by to assist you.

Method CRM Edition

Price: $45.00 per month for the first user / $20.00 for each additional user

Features:

• Fully customizable Sales Center and Call Center.

• Create marketing campaigns to track leads.

• Track sales opportunities and pipelines.

• Track and schedule activities with customers and vendors.

• Create customer service cases and solutions.

• Use the List Builder for email and marketing campaigns.

• Fully customizable Customer Center, Vendor Center and Employee Center.

• Third Party Portals for your customers and vendors to sign in and see their account online, in real-time.

• Ability to perform various QuickBooks tasks online while still keeping your desktop version of QuickBooks.

• Real time syncing with QuickBooks!

• Ability to add as many fields as you want to existing tables.

Note that you cannot create new tables and screens with this edition. For this ability, you will need to upgrade to Method Full Blown Edition.

Customization Services (If you want a Method Consultant to customize your database for you.)

The main advantage of Method over other solutions is that it can be customized from head-to-toe. This customization can be done by you, by a Method Consultant or by a Solutions Provider. Whether the customization needs are as simple as adding new fields and actions to existing screens, or creating a brand new application from scratch, your Method Consultant will be available to help you create and implement the perfect solution for your company.

There are different customization packages available ranging from $245 to $4595. Please contact a Method Consultant at method@methodintegration.com or visit http://www.methodintegration.com/web/assisted-services-customization.aspx for more information.