Customer Relationship Management

Method Integration can provide your small to medium business with:

  • Full cloud access to your Quickbooks data & customer information, securely available from ANY device, ANY time, ANYWHERE!
  • CRM - Customer Relationship Management, a complete system to help you stay on track and up to date with your customers
  • Work Order Management - Do you have a business that requires scheduling?  We can help with a Method Integration Field Services module
  • FULLY customizable - Method is 100% customizable. If there is a feature you need, we can add it.  Layouts, Tables, Screen settings, ALL customizable
  • Real Time Accounting Integration - Method is the ONLY fully integrated solution that works.  The sync engine is a two directional real time sync with Quickbooks
  • Users can work in Quickbooks, and Method at the exact same time, the sync engine just keeps track of everything in the background
  • Track leads, opportunities, generate sales forcasts, and much more
  • Track support cases, dispatch & keep a scheduling calendar, and turn those appointments into billable invoices with just a few clicks

Let's get in touch!  We would like to meet with you.

You probably have more questions? 

(we hope so)  So let's get in touch & discuss this further.

 

Schedule a meeting with our team