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QuickBooks CRM - Method CRM - CRM for QuickBooks

Sales Force Automation using QuickBooks

Description

Method CRM for QuickBooks Desktop gives you remote access to your QuickBooks lists and transactions, Activities to track each and every customer interaction, Opportunities to ensure no sales deal falls through the cracks, Cases to ensure that customer service issues are tracked and resolved, and Campaigns to help you evaluate the success of your marketing efforts. Also included are Web-To-Lead forms, Outlook Integration and Customer self-service portals.

Features

• Synchronizes in real time with QuickBooks Pro, Premier and Enterprise from any web browser.
• Ability to view, add and edit almost all QuickBooks lists, such as customers, employees, vendors, classes, items, etc.
• Ability to view, add and edit almost all QuickBooks transactions, such as invoices, estimates, sales orders, bills, purchase orders, etc.
• Create Campaigns, Opportunities, scheduled Activities, customer service Cases and Solutions.
• Web-To-Lead form to capture leads from your website.
• Customer Portal - Your customers can update their own contact info, view QuickBooks transactions, and pay invoices.
• Customer Support - Your customers can create and respond to support cases.
• Use List Builder to create phone and email campaigns.
• For the ability to add tables and build your own apps. Check out MethodCRM Pro.

Pricing

All accounts are based on a monthly subscription, and a price per user.

First month: $0 first user, $0 per additional user
Regular monthly subscription: $25 first user, $25 per additional user