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>

01

Setup and Sync

The first step is to subscribe to Method CRM, we can then help in setting up the necessary users and installing the sync engine. Our experts will get you up and running in no time. Using your current QuickBooks company file - all data will appear in Method immediately. It can then be used to add new data and view by using your Method screens.

02

Customisation

Small tweaks to the current Method screens can be taken care of or larger customisation projects can be planned and deployed. On either desktop or mobile screens our development team can ensure your system works for you and looks and feels like it is part of the business.

03

Training

We have a number of alternatives for training, either using a more traditional method of documentation or by using our existing webinars, the training is tailored to each customers specific needs. Each member of staff will have only the necessary access and will need training only on their areas of work. 

04

Support

In some cases our customers have asked us to continue managing the system for them. This includes operational work, for example during staff holidays or for submitting VAT returns, invoicing and when the work load gets too large. We have a group of trained staff that can help either on a temporary or permanent basis.

Question? Concerns?

Why not give us a call?  

0330 223 2303 

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