Method CRM for QuickBooks Desktop

The most customizable CRM built specifically for QuickBooks.

Subscription-based Pricing:
CRM: $25 monthly per user, CRM Pro: $40 monthly per user
 

Developer: Alocet Incorporated

Free Trial

Tech Check

Technical Check
All Gold and Silver Developers have passed the Technical Review administered by an independent third party to ensure it meets our requirements for integrating with Intuit products. For in-depth information on the Technical Review, please visit: http://www.qpqa.com/Intuit/intuit-index.html

Tech Check completed for this solution.

Compatible QuickBooks Products

Canada
Enterprise
Premier
Pro
United Kingdom

System Requirements

CPU required: 2 GHz or higher
Minimum memory required: 512 MB
Minimum hard disk space required: 100 MB
Operating system version: All (web app)
Minimum screen resolution: 1024 x 768 or greater
Minimum internet connection speed: High speed broadband/DSL
Web browser versions: Internet Explorer 7.0+, Firefox 3.0+,Google Chrome

Sharing Data With QuickBooks

Method CRM uses patent-pending, bi-directional real-time sync with QuickBooks. In Method, you can access virtually all QuickBooks lists online, as well as view, add and edit all transactions. You can also specify "wait for sync approval" to ensure new entries made by staff only synchronize to QuickBooks upon approval, and keep leads out of QuickBooks.

Technical Support

Technical support is free and included with your monthly subscription. However, it is important to clarify that technical support is restricted to solving technical issues such as error messages, installation problems, inability to sign into Method, data-loss, and concerns over possible system malfunction.

Non-technical incidents, such as training, customization, and general questions on how to use Method must be directed to your Method Consultant.

For self-service options, including Training Tutorials, Method Forums, Method blog and how-to articles, visit http://www.methodintegration.com/self-service-documentation.aspx.

Note: Depending on the options you choose when you sign up for a monthly subscription, an initial setup service may be included. Initial setup services are web-based meetings where your Method Consultant gives you an orientation around Method, basic training and a recommendation document.

Tech Support Pricing
Technical support is included for no additional fee. Consultant assistance beyond setup is considered customization and/or training and applicable fees will be incurred.

Tech Support Telephone
(888)-925-6238

Tech Support URL
http://www.methodintegration.com/contactus.aspx