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Description

As a leading provider of third-party hosted QuickBooks solutions, we have earned the trust of CPAs, accountants, and small to mid-sized business owners throughout North America, Europe, Asia, and Australia. Our deep understanding of hosting requirements allows us to deliver exceptional security, convenience, authenticity, affordability, mobility, and accessibility. Our cloud-based services are not only fast but also secure and dependable. We support all QuickBooks versions, including the US, Canadian, and UK editions of QuickBooks Pro, Premier, and Enterprise, ensuring we accommodate even the latest version, QuickBooks 2021, along with all software updates at no additional cost. With QuickBooks Pro Hosting, managing your business becomes seamless and free from significant IT challenges. Our services include comprehensive backups, spam protection, and virus protection, ensuring your data remains safe and sound. We provide clear and straightforward pricing options tailored to fit the unique needs of your business. Additionally, our dedicated customer support team is always available to assist you with any inquiries or challenges you may face.

Description

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
ATX
Drake Tax
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Intuit ProSeries Tax
Lacerte
Mailchimp
Microsoft Outlook
MindCloud
PayPal
QuickBooks Enterprise
QuickBooks Online Advanced
SmartVault
Xero
doForms

Integrations

QuickBooks Online
ATX
Drake Tax
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Intuit ProSeries Tax
Lacerte
Mailchimp
Microsoft Outlook
MindCloud
PayPal
QuickBooks Enterprise
QuickBooks Online Advanced
SmartVault
Xero
doForms

Pricing Details

$29 per user per month
Free Trial
Free Version

Pricing Details

$25.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cloudwalks Hosting

Founded

2011

Country

United States

Website

www.cloudwalks.com

Vendor Details

Company Name

Method Integration

Founded

2010

Country

Canada

Website

www.method.me/

Product Features

Product Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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