Method:CRM is a QuickBooks-integrated, web-based platform with industry-specific applications that can be completely customized to match a user's business processes. Some of Method:CRM's features include: tracking conversations with customers, assigning follow-ups, tracking next steps, as well as, sharing calendars. Method is a top rated CRM for QuickBooks with over 250 5-star reviews on Intuit Apps.com.
Primary Use Cases
Customer relationship management.
Many companies have “fuzzy thinking” about Customer Relationship Management (CRM) software, believing it can be the “customer data system of record” when that’s not the case. Peter Reinhardt, CEO and co-founder of marketing technology vendor Segment, shared those th...Read more
Salesforce created the customer relationship management (CRM) software market as we know it today, and with the rise of Salesforce CRM for B2B sales teams, CRM became a sales tool that tracks opportunities through various sales stages. Continue reading...
Companies pour a lot of resources into customer experience, customer acquisition and customer retention efforts. Yet there are times when a particular customer is no longer worth the investment. Continue reading...