Quickbooks How To: Keep Your Customer Follow-Ups and History in One Place using Method:CRM

You want the best for your business, meaning your main priorities are positive financial health and the satisfaction of your customers.

We've found a great tool that integrates these two very important priorities for your business into a single interface. Method:CRM is a top rated system that allows you to coordinate activities related to your employees, vendors, customers, and prospective clients. Here area few key features and benefits:

Features

  • Offers complete and code-free customization, including a drag-and-drop tool to create your own tables, fields, and more

  • Tracks all of your communication needs, from emails to phone calls to future appointments and leads

  • Unifies invoices and sales orders as the finest sync engine in the industry

  • Works well with applications such as Gmail, Outlook, MailChimp, and other custom integrations

  • Features customer portals where clients can manage their accounts and invoices, and request information or products

  • Offers add-ons to make your experience even easier, such as Workflow Management and Expense Reports

Benefits

  • Save valuable time by utilizing your consolidated data all in one place

  • Simplify your workflows and procedures

  • Get paid faster as customers enjoy the ease of paying invoices through their portals

  • Guarantee the details are always taken care of for each client with accurate history profiles

Learn more today at https://www.method.me/.


“Mike

Mike Foss received his M.B.A. from Cleveland State University and B.S from Slippery Rock University. Mike is a member of Institute of Management Accountants. He has a history of having a positive impact on growth, profitability, cash flow and working capital management with his fundamental practice of Minimize Risk/Maximize Wealth. Mike checks his email daily and welcomes any questions, comments, or inquiries to mike@fossbusinesssolutions.com