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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 FusionSync?

FusionSync is an innovative online platform aimed at simplifying the data transfer process between QuickBooks Online and Salesforce. By automating the input of crucial information such as customer details, invoices, estimates, payments, and product data, it removes the burden of manual data entry for users. This solution allows both Sales and Finance teams to instantly access vital information without having to rely on intermediaries for data sharing. Salesforce and QuickBooks Online (QBO) users appreciate FusionSync for its capacity to boost operational efficiency and refine workflows. With this tool, your Sales team can close deals in Salesforce confidently, free from the worry of duplicate entries, while the accounting team benefits from real-time insights into financial data. Moreover, any changes in QuickBooks are promptly reflected in Salesforce, providing a seamless two-way synchronization that keeps all team members well-informed and in sync. Ultimately, this fosters enhanced collaboration and better decision-making across various departments, paving the way for a more integrated business environment. Additionally, the ease of use and time-saving features contribute to a more productive workplace overall.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

QuickBooks Online
Salesforce

API Availability

API Availability

Pricing Information

$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Trial Offered?

Pricing Information

$10/month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Online Training

Company Facts

Organization Name

Method Integration

Date Founded

2010

Company Location

Canada

Company Website

www.method.me/

Company Facts

Organization Name

Dancing Digits LLC

Date Founded

2025

Company Location

United States

Company Website

www.dancingnumbers.com/fusionsync/

Categories and Features

Appliance Repair

Not specified

Construction CRM

Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Lead Management
Sales Pipeline Management
Segmentation

CRM

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

Financial CRM

Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Nonprofit

Accounting
Donor Management

Categories and Features

Integration

Not specified

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