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#1 CRM for QuickBooks

Method:CRM is a system for managing your interactions and next steps with leads, customers, vendors and staff.

What is CRM?

A Customer Relationship Management (CRM) system helps you stay organized while you grow your business. Method:CRM makes it easy to track conversations with customers, so your staff will actually do it. You can assign follow-ups, track next steps, share calendars and lots more. When you’re organized, you and your team can stay on top of what every customer needs.

PNATC is Method:CRM certified and an authorized reseller.  We can also help your transfer data from QuickBooks or several other software suites to Method:CRM.  Contact us today to learn more.

FEATURES

Syncs with QuickBooks Desktop and Online
Method’s patented, industry-leading sync technology instantly updates QuickBooks as you add or edit information. You don’t even need to have QuickBooks installed on a Method user’s computer. Method’s real-time sync allows you to view, add and edit virtually all lists and transactions in QuickBooks using standard or custom Method screens.
Customization to Fit Your Workflow
Method allows you to personalize your invoice, work orders and other transactions with your company logo and colors. Method also allows you to customize the screens using a drag and drop approach. With the ability to add additional fields and database tables, you are able to track data that isn’t a pre-built field.
Integration
Method integrates with Outlook and Gmail, allowing you to add new contacts, activities, follow-ups, cases, and opportunities from an incoming email. Method is able to sync Outlook calendar appointments with Method appointments, meaning less double entry work, and Method’s Gmail Gadget displays contact information without leaving your inbox.
Supported Versions of QuickBooks

  • QuickBooks Desktop USA supports Pro, Premier, Enterprise 2004 and higher
  • QuickBooks Desktop UK, Canada supports Pro, Premier, Enterprise 2008 and higher.
  • QuickBooks Desktop Australia supports Pro, Premier 2008/2009 and higher.
  • QuickBooks Online supports USA, Canada and Australia.UK and other international versions of QuickBooks Online not yet supported

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