QuickBooks is Awesome!

When you know how to use it - Let me show you how...

MethodCRM -see the video - What is MethodCRM? - try it free for 30 days!

The MethodCRM Application fully integrates with QuickBooks® to make your Customer Relations Management a breeze. You can manage leads, communications, and activities through the Method CRM Application. Sync with QuickBooks customers and vendors, Outlook emails, and share your data using web forms and portals on your website.


Kathy Hahn recommends Method:CRM, Try Method free for 30 days

You can assign tasks to other users and set user permissions along  with approvals from management.  Staff can be utilizing contact data without having to be logged in to QuickBooks.  Assign appointments and follow-up activities to staff and external partners. In turn, they can assign or reassign activities to other staff and partners. The follow-ups will appear in each user’s dashboard until they are completed.  Staff will be able to share access to financial transactions and activity history. When customers call in, your staff will know who they have talked to in the past and what was said. Great for customer service. Great for staff productivity.

Shared calendars allow you and your staff to see each others tasks and appointments. The drag and drop interface allows you to easily re-size appointments, assign appointments from one staff member to another, or move them to another date. Sync your Method calendar with your Outlook calendar.  This allows you to add Method appointments directly from Outlook or your mobile Outlook!

Portals provide a place on your website where your contacts can ask questions, see past transactions, make payments, print existing invoices, and portals can be customized any way you want.  Web forms allow your potential customers to request product and service information from your website and instantly create a lead, sales opportunity and a follow-up reminder for you in Method.

Method uses its patent-pending sync technology to mirror your QuickBooks data onto the web with real-time sync from Method to QuickBooks. As you add customers, modify invoices, or delete time tracking entries, Method PUSH™ technology instantly updates QuickBooks. Your web browser doesn’t even need to be on the same computer as QuickBooks.

View, add and edit many QuickBooks transactions, including estimates, invoices, credit memos, payments, statement charges, sales orders, sales receipts, time tracking, bills, bill payments, vendor credits, purchase orders, checks, and item receipts

You can now manage leads, communications, and activities through new apps. You can even set up customer portals to view information you specify. Sync with QuickBooks customers and vendors with Outlook emails and appointments, and share your data using web forms and portals on your website. Real-time sync from Method to QuickBooks.

Shared access with your staff for assigning tasks and follow-up activities will remain in their screen until completed or reassigned. Finally your staff will all be on the same page, thanks to shared access to financial transactions and activity history. When customers call in, your staff will know who they have talked to in the past and what was said. Great for customer service. Great for staff productivity. When you add customers, modify invoices, or delete time tracking entries, Method PUSH™ technology instantly updates QuickBooks. Your web browser doesn’t even need to be on the same computer as QuickBooks.

See also: Applications for Method Field Services and Method Professional Services:

As an Advanced QuickBooks ProAdvisor and an Advanced Method Consultant, I can assist you with setting up your Method Account and help you determine if customization might be an option for your Method platform. Together we can go over your current QuickBooks utilization compared with how you may want to provide for future growth by including your integration with CRM and how MethodCRM could enhance various aspects of your business. For more information regarding your QuickBooks and integration with CRM, contact Kathy directly, Kathy (at) QBandBeyond (dot) com.Method Certified Account ManagerMethod Certified Advanced Consultant

 

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