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.
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.
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.
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.
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.