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.
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.
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.
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.