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What is Method:CRM?

Method:CRM ranks as the top-rated CRM solution amongst users of both QuickBooks Desktop and QuickBooks Online. Integrations With its patented real-time synchronization technology, Method:CRM seamlessly updates customer data, invoices, and payments between its platform and QuickBooks. It boasts native integrations with popular services such as Gmail, Outlook, Mailchimp, and Zapier, allowing users to link hundreds of applications via Zapier as well. This means that your entire daily operation can be efficiently managed through a single system. Management of the leader Rather than wasting time on administrative tasks and data entry, let Method:CRM empower your sales team to concentrate on acquiring new clients, nurturing leads, and closing deals. By consolidating opportunities, invoices, estimates, and other essential information in one accessible location, Method:CRM simplifies your sales workflow. Customization Completely customizable with no coding needed, Method:CRM features intuitive drag-and-drop tools that enable users to design a personalized CRM. This flexibility allows it to align closely with your specific business processes and evolve alongside your organization's needs as they change. By adapting to your requirements, Method:CRM ensures that your CRM will always serve your business effectively.

What is Flowsmith?

A newly developed ordering system aims to significantly improve the experience for both sales representatives and customers through a streamlined portal integrated with QuickBooks. Specifically designed for small to medium-sized enterprises utilizing QuickBooks, this system enables effortless cost reduction while simultaneously enhancing overall productivity. With Flowsmith, you can create an attractive portal that showcases your brand, allowing customers and sales representatives to conveniently place orders and keep track of inventory online. This adaptable portal is compatible with any version of QuickBooks Desktop, delivering a unified experience. Flowsmith is particularly notable for its intuitive interface and easy installation process, backed by a custom QuickBooks connector. As a result, all orders, inventory data, invoices, and essential customer information are automatically synchronized between the Flowsmith ordering platform and your QuickBooks account, guaranteeing precision and effectiveness in your business operations. This seamless integration not only streamlines processes but also allows for better management of your enterprise, contributing to overall success. By adopting this innovative system, businesses can expect a noticeable improvement in their operational efficiency and customer satisfaction rates.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
Rambox
Simplii
SmartVault
Vonage Business
Xero
Zapier
doForms

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
Rambox
Simplii
SmartVault
Vonage Business
Xero
Zapier
doForms

API Availability

Has API

API Availability

Has API

Pricing Information

$25.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$250 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Method Integration

Date Founded

2010

Company Location

Canada

Company Website

www.method.me/

Company Facts

Organization Name

Flowsmith

Date Founded

2020

Company Location

United States

Company Website

flowsmith.us

Categories and 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

Categories and Features

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

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