Synchronise QuickBooks with Method CRM™

Method CRM™ is a QuickBooks integrated, web-based software application that enhances QuickBooks. It not only synchronises in real-time with QuickBooks but it also adds a completely customisable software framework.
Synchronise <b>QuickBooks</b> with Method CRM™

Access your data anywhere and at any time

With Method CRM™ each user is able to access their area of the system from anywhere there is an internet connection.
Access your data <b>anywhere</b> and at <b>any time</b>

Integrate Method CRM™ with Outlook or Google Apps

Integrate the system with your current accounts by using Google Apps, this allows you to view and add QuickBooks and CRM data directly from within Gmail. The Outlook plugin syncs emails and calendar appointments. Connects with Smartvault.com for document management.
Integrate Method CRM™ with <b>Outlook</b> or <b>Google Apps</b>

Give access to your field staff using a mobile device

Since all applications are created by using the same tools, they are fully customisable, and can be treated as a starting point.
Give access to your <b>field staff</b> using a <b>mobile device</b>

 

Set up and Sync

Our team can set up an instance of Method CRM™ in a jiffy. There is a trial version that allows you to give it a go for 30 days - it takes minutes to complete.

 

Templates

Method CRM™ can use your own templates for invoicing purposes. We can help you set them up and link them using the Method tool and get you up and running.

 

Dashboards

We all know how important having real-time information on your business is. With Method CRM™ you configure the dashboard and it will always show the actual data.

 

Update Accounts

Because Method synchronises with QuickBooks, your accounts are permanently up to date. No need for double entry, or additional staff to keep things up to date.

 

Email Contacts Directly

Send invoices, statements, and work orders directly from within Method CRM™. No need to print, scan, and send. The PDF can be attached to an email and sent directly.

 

Time Management

You can now see what jobs and tasks are on-going, outstanding, or complete, all from one place. Configure workflow and manage your staff more effectively.

Question? Concerns?

Why not give us a call?  

0330 223 2303 

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