List of Method:CRM Integrations

This is a list of platforms and tools that integrate with Method:CRM. This list is updated as of April 2025.

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    Xero Reviews & Ratings

    Xero

    Xero

    Unlock effortless financial management with unparalleled savings today!
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    Company Website
    Enjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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    MindCloud Reviews & Ratings

    MindCloud

    Seamlessly automate your business processes and boost productivity.
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    Company Website
    MindCloud serves as a contemporary iPaaS and offers a comprehensive service solution tailored for small to medium-sized enterprises, allowing you to manage projects without the need for dedicated technical personnel. With an extensive library of over 50 pre-built connectors, we can also incorporate any new software platform equipped with an API or supports automated data imports and exports. In addition, we facilitate EDI and FTP integrations to enhance connectivity. Notable connectors include Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, eBay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets, and a wide array of others. MindCloud empowers you to automate all your business processes effectively, thereby eradicating the need for redundant data entry. By integrating your business operations, you can streamline your workflow and improve your overall productivity, making your life easier in the process.
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    Rambox Reviews & Ratings

    Rambox

    Rambox

    Streamline your digital workspace, boost productivity effortlessly.
    Rambox serves as a comprehensive digital workspace organizer that significantly enhances productivity for professionals who frequently engage with web applications. By consolidating all your applications, it allows for seamless organization and quick access to your most utilized tools, keeping everything conveniently located. With over 80,000 users spanning 5,000 diverse companies globally, Rambox is the go-to solution for those seeking to streamline their work environment. You can choose from a selection of more than 700 applications to incorporate into your workspaces, enabling multiple sessions of popular apps like WhatsApp, Gmail, and Slack, all while remaining signed in. The platform includes a vast array of pre-configured applications that can be added to your workspace in an instant, such as: - Gmail - Google Apps - WhatsApp - Facebook - iCloud - And many others Should your desired app not appear on the list, you can easily add any custom application in just a few straightforward steps. Rambox also provides synchronization of app configurations and the ability to disable notifications across all devices via a user-friendly dashboard, automatically putting inactive apps into hibernation to conserve memory. Additionally, users have the option to apply custom CSS and JS code to enhance the design and functionality of each application. Among its myriad features are dark mode, do not disturb mode, spell checking, ad blocking, password management, notification management, and keyboard shortcuts, all designed to create a more efficient and personalized user experience. With its extensive capabilities, Rambox is an indispensable tool for anyone looking to optimize their digital workspace.
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    Mailchimp Reviews & Ratings

    Mailchimp

    Intuit Mailchimp

    Elevate marketing effortlessly with tailored insights and automation.
    Mailchimp, a prominent marketing automation platform, boasts a user base of over 11 million worldwide. The platform offers AI-driven insights and content generation tools that enable businesses to tailor their email and SMS communications specifically for each customer. With an impressive 99% delivery rate and more than 300 integrations, Mailchimp empowers organizations to maintain strong connections with their clientele while fostering repeat business and enhancing brand loyalty—effortlessly fitting within existing workflows. Prominent companies such as TEDTalks, Shutterstock, Boston Market, and Nikon India utilize Mailchimp to elevate their email marketing efforts and drive revenue. Its user-friendly design distinguishes the platform, making it accessible to both tech-savvy users and those less familiar with technology. Since its inception in 2001, Mailchimp has experienced remarkable growth, establishing itself as a leading global marketing automation provider with offices located in cities like Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. The platform is dedicated to offering an exceptional and tailored user experience. Recently, Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), a well-known global financial technology company, marking a new chapter in its evolution and promising even further enhancements to its services. This acquisition is expected to expand Mailchimp's capabilities and reach, providing even more value to its diverse user base.
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    SmartVault Reviews & Ratings

    SmartVault

    SmartVault

    Transform clutter into clarity with seamless digital document management.
    SmartVault simplifies the process of converting your physical documents into a fully digital workflow, allowing you to scan files directly into designated folders to minimize paper clutter. With SmartVault, you gain a centralized cloud storage platform for both internal and client-related documents, ensuring that you can effortlessly locate the files you require at any moment and share them securely with the appropriate individuals. This transition not only enhances organization but also boosts productivity by streamlining access to critical information.
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    Microsoft Outlook Reviews & Ratings

    Microsoft Outlook

    Microsoft

    Streamline your workflow: connect, organize, and achieve effortlessly.
    Effortlessly connect, organize, and achieve your tasks with a comprehensive suite that includes email, calendar, and contacts, all seamlessly unified in one platform. Elevate your productivity as you manage emails, schedules, tasks, and beyond from a singular interface designed for efficiency. The integration with Office allows for easy file sharing directly from OneDrive, while providing access to your contacts and viewing LinkedIn profiles without any complications. Schedule conference rooms and handle meeting RSVPs directly through your calendar, ensuring a more streamlined experience. Collaborate efficiently by sharing calendars, which helps you coordinate plans and effortlessly check your colleagues' availability. You can enjoy reassurance with the strong security protocols that are trusted by many major organizations worldwide. Outlook continuously works to protect your sensitive data while ensuring that your workflow remains unhindered. It intuitively anticipates your needs by automatically incorporating travel plans and bill payments into your calendar, alongside intelligent reminders that keep you organized. Moreover, the efficient search functionality makes retrieving the information you require quick and straightforward, further enhancing the smoothness of your workday. This all-in-one solution not only simplifies your tasks but also empowers you to focus more on your goals.
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    QuickBooks Online Reviews & Ratings

    QuickBooks Online

    Intuit

    Streamline your accounting, save time, and boost profits!
    QuickBooks Online stands out as the leading accounting software globally. This platform streamlines the accounting process, making it the top choice for small businesses, as it allows for effortless tracking of receipts, income, transactions, and more. Users have the convenience of capturing photos of receipts to associate them with expenses, ensuring everything is well-organized. Our customer support team is always ready to assist with any inquiries regarding QuickBooks. To maintain operational efficiency, you can utilize your favorite applications, as QuickBooks Online is designed to work seamlessly on PCs, Macs, tablets, and smartphones. By clicking the link, you can access a 30-day free trial and enjoy a 50% discount for the first three months of service. Beyond basic accounting functions, QuickBooks offers tools to help you monitor your income and expenses effectively, making tax preparation less daunting. On average, customers report saving $3,534 annually, showcasing the software's financial advantages. Should you require further assistance, QuickBooks Live is available to help keep you organized and prepared for tax season. Additionally, QuickBooks Mobile provides the flexibility to manage your business operations from anywhere at any time, ensuring you’re always in control of your financials.
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    Zapier Reviews & Ratings

    Zapier

    Zapier

    Streamline your tasks effortlessly with powerful automation solutions.
    Easily connect your applications and optimize your workflows with minimal effort. Tailored for individuals with hectic lifestyles, Zapier automates the movement of data between your web apps, enabling you to focus on your priorities. With just a few simple clicks, you can link your online tools for smooth data exchange. Information transitions seamlessly between your applications through automated processes termed Zaps. Speed up your projects and elevate productivity, all without needing coding expertise. Discover how Zapier makes automation accessible to everyone. Keep utilizing your favorite tools while enjoying the broad connectivity provided by Zapier, which integrates with more web applications than any other platform and continuously adds new ones every week. Our system is compatible with widely-used applications like Facebook Lead Ads, Slack, QuickBooks, Google Sheets, Google Docs, and many others! The user-friendly editor supports self-service automation, allowing you to create Zaps independently, without the need for a developer. Take advantage of Zapier’s built-in features to develop powerful workflows without depending on extra services. With over 3 million users relying on Zapier to manage their repetitive tasks efficiently, it's clear that the platform is trusted. Additionally, Zapier Agents enable businesses to automate real-world tasks by creating custom AI-driven assistants, which boosts both efficiency and creativity. As a result, Zapier not only streamlines automation but also broadens the scope of collaborative potential for teams, paving the way for innovative solutions.
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    PayPal Reviews & Ratings

    PayPal

    PayPal

    Empower your business with seamless payments and growth solutions.
    Over 9 million merchants rely on PayPal to help them launch, manage, and grow their enterprises. We provide a comprehensive suite of tools, products, financing solutions, and personalized support that enables you to efficiently handle critical functions such as payment processing, website creation, shipping logistics, and marketing strategies. Furthermore, our business loans* allow you to secure the funding necessary for both new ventures and sustained growth. You can accept payments seamlessly, whether online through invoicing and tailored website checkouts or in-person using mobile card readers for on-the-go transactions. Our diverse range of products and services is designed to enhance your daily operations, featuring capabilities for payment tracking and shipping label printing. Additionally, explore our merchant lending options that ensure swift access to vital funds for your business while offering payment plans to your customers, allowing them to pay in installments while you receive your payment upfront. Ultimately, our mission is to bolster your business throughout its journey, enabling you to concentrate on what truly matters: driving growth and enhancing customer satisfaction, so you can achieve your aspirations.
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    Gmail Reviews & Ratings

    Gmail

    Google

    Streamline your communication with enhanced security and efficiency.
    Enhance your efficiency with Gmail, which has been upgraded to be more secure, intuitive, and user-friendly, helping you to manage your inbox with ease and conserve precious time. New features are easily identifiable, allowing you to prioritize your reading and responses seamlessly. You will receive helpful reminders to follow up and reply, ensuring that no crucial communication slips through the cracks. The platform enables you to check attachments, respond to calendar invites, delay messages, and complete various tasks without the need to open each email individually. Equipped with a robust filtering system, Gmail successfully blocks 99.9% of dangerous emails from infiltrating your inbox, and you'll be notified of any potentially suspicious activity. This not only elevates the safety of your email interactions but also significantly streamlines your overall experience, making it more efficient than it has ever been. Overall, Gmail provides an all-in-one solution for managing your communications effortlessly.
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    Google Calendar Reviews & Ratings

    Google Calendar

    Google

    Streamline your life and savor every moment effortlessly.
    Make the most of every day by leveraging the latest features of Google Calendar, which enables you to spend less time organizing and more time enjoying your experiences. This innovative application offers a fresh perspective on your schedule through its Schedule View feature, which brings your calendar to life with visuals like images and maps that enhance understanding of your upcoming events. All the information you need is conveniently accessible, providing various views of your day, week, and month, as well as easy access to invitations and a web calendar to help you manage your time effectively. You can rest assured that your events are safely stored online, keeping your address book intact even if your device is misplaced. Effortlessly switch between different calendar formats by navigating between monthly, weekly, and daily views. Moreover, Gmail events like flight bookings and dinner reservations are automatically added to your calendar, ensuring nothing slips through the cracks. You can also organize your tasks right alongside your scheduled events for improved efficiency. Incorporating video conferencing into your calendar appointments is simple, making it easier to stay connected and work together. With intelligent suggestions for event titles, locations, and guests, creating new events becomes a swift and seamless task, enabling you to enhance your planning experience significantly. There’s never been a better way to keep your life organized while enjoying each moment to its fullest.
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    Google Workspace Reviews & Ratings

    Google Workspace

    Google

    Transform teamwork and productivity with an intuitive platform.
    Google Workspace, an upgraded iteration of G Suite, consolidates all the vital tools necessary for enhancing productivity within a single, intuitive platform. This cohesive workspace streamlines your workflow, enabling you to concentrate more on completing your tasks rather than managing them. With cutting-edge AI and search functionalities, Google Workspace empowers you to prioritize what is most important while it handles the rest. You can collaborate effortlessly from any location and on any device, even offline, thanks to customizable features tailored to meet your team’s unique needs. Similar to G Suite, Google Workspace provides personalized email solutions for businesses alongside a range of collaborative tools such as Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides, and Forms. Discover our variety of plans designed to meet your specific business requirements, and choose the one that best fits your objectives on our pricing page. By adopting Google Workspace, you will witness a significant transformation in how your team collaborates and achieves its goals, ultimately leading to greater success. Embrace this opportunity to elevate your teamwork and productivity to new heights.
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    Wufoo Reviews & Ratings

    Wufoo

    SurveyMonkey

    Effortlessly create customizable forms for all your needs!
    Designing online forms can often be a daunting task, but Wufoo makes it a breeze. Our easy-to-use form designer allows you to effortlessly create contact forms, online surveys, and event invitations to collect vital information, registrations, and payments. The form builder is designed with user-friendliness in mind, providing ample customization options and design flexibility to match your style. You can easily connect to our platform, embed forms directly onto your site, or use our REST API for seamless integration. As responses flood in, we offer notifications via email or text, and you can set up real-time reporting to monitor your submissions effectively. Our award-winning builder features an exceptional interface, straightforward customization capabilities, a wide range of templates, and comprehensive reporting tools. Choose from over 400 ready-to-use templates tailored to your requirements, all easily customizable. Furthermore, you can create captivating visualizations with your own graphs, charts, and metrics while incorporating conditional logic to produce dynamic forms. In just a few minutes, you can start processing online payments with a Wufoo form, streamlining the entire experience. Discover the convenience and adaptability that Wufoo offers for your online form creation needs today, and elevate your data collection to a whole new level.
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    Vonage Business Reviews & Ratings

    Vonage Business

    Vonage

    Transform your business communication with powerful cloud solutions.
    Vonage Business stands out as a leading cloud communication platform designed for businesses of all types and sizes. It meets the extensive communication needs of organizations striving for growth, offering more than 40 key features alongside functionalities for mobility, conferencing, and smooth integration with top cloud applications. With a user community surpassing 500,000 companies, Vonage offers various flexible plans and packages that cater to different organizational requirements. This versatility contributes to its popularity among businesses looking to significantly improve their communication strategies. As a result, many enterprises have chosen Vonage to help streamline their communication processes and foster better collaboration.
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    Simplii Reviews & Ratings

    Simplii

    Simplii

    Seamlessly connect, communicate, and document every interaction.
    Simplii's click-to-call feature enables a smooth shift from browsing the web to making phone calls with just one click. When this feature is in use, any phone number shown in your Chrome browser becomes instantly clickable. Moreover, our Fusion extension guarantees that incoming calls will show up on any active tab in your Chrome browser. With the Screen Pops functionality, you can easily answer or decline calls, send text replies, and manage call transfers or holds directly from your screen. Additionally, you have the option to record notes and contact information within the Screen Pop, which will be automatically saved to your contacts. When you integrate this with a Simplii CRM, all important data such as call history, recordings, SMS conversations, call outcomes, and notes are logged in real-time, ensuring seamless synchronization with your CRM. By simply linking your CRM account to Fusion, you can watch as the logs are updated automatically, significantly improving your workflow and communication effectiveness. This integration not only simplifies your calling experience but also guarantees that every interaction is thoroughly documented, making it easier to refer back to past communications and maintain a detailed record of your engagements. As a result, users can optimize their productivity and enhance their overall customer service experience.
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    QuickBooks Online Advanced Reviews & Ratings

    QuickBooks Online Advanced

    Intuit

    Boost efficiency and insights for your business growth!
    Empower your business with vital tools that boost efficiency and provide crucial insights for expansion, all available through QuickBooks Online Advanced. Gain access to pivotal data with reports that are both customizable and ready to impress, while maintaining synchronized spreadsheets for accurate business information and individualized insights. Minimize the hassle of manual processes by easily importing and sending multiple invoices and expenses at once, and simplify the task of entering and modifying several bills and checks in just a few clicks. Your security is our top priority; we protect your financial information with cutting-edge encryption and strong security measures. Customize your workflow by choosing from a variety of seamless app integrations tailored for QuickBooks Online Advanced, and expand its capabilities by linking with leading applications such as DocuSign, Bill.com, HubSpot, and Salesforce, among many others. By leveraging these features, you can not only enhance your business operations but also foster sustainable growth and success in an increasingly competitive landscape.
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    doForms Reviews & Ratings

    doForms

    doForms

    Swift, secure, and seamless data collection for all.
    Your field data will be accessible more swiftly, enriched, and error-free. The DoForms data collection application is compatible with any device, such as smartphones, tablets, laptops, and desktops, making it universally accessible. It is designed to equip your whole team with the necessary tools anytime and from any location. You have the capability to distribute forms, updates, and essential task-related information to an unlimited number of users. These users can be contacted across various devices with near real-time responsiveness. In mere seconds, you can transform your data into actionable insights. DoForms simplifies the report creation process, allowing you to generate reports with just a few clicks. Additionally, you can automate the entire reporting process through scheduled updates. DoForms offers adaptable mobile data collection solutions tailored for various industries. For the healthcare sector, the DoForms mobile solution, along with our organization-specific system management portal, provides a secure way to gather patient data while offering a robust method to oversee and manage it. To ensure the utmost security, DoForms employs the latest technologies for Data Encryption and Multifactor Authentication, safeguarding your information at every level. This comprehensive approach not only enhances efficiency but also builds trust in your data management processes.
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    Chat Agents Reviews & Ratings

    Chat Agents

    Chat Agents

    Transform website visitors into leads with round-the-clock support.
    Our chat agents deliver prompt responses during critical stages of a customer's buying process. They excel at transforming more visitors into potential leads for your business, especially those who may hesitate to fill out a contact form or make a phone call. By efficiently handling everyday tasks such as processing forms for new client intakes around the clock, chat agents enable you to concentrate on more significant priorities. Furthermore, we assist with appointment scheduling and bookings, ensuring that you capitalize on every opportunity available. We promise to match or beat competitors' rates, providing you with cost-saving options. Our consistent monthly fee includes unlimited chat support at any time, day or night, representing your interests. The traffic to your website reflects your marketing and branding successes, and we assure you of transparency with no hidden fees. Don't let limitations restrain your growth; we offer your website ongoing assistance from real individuals, boosting engagement and enhancing customer satisfaction around the clock. With our committed team by your side, you can dedicate your energies to scaling your business while we manage all communications effectively. This partnership allows you to maintain focus on your core business goals without worrying about customer interactions.
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    Freedom Merchants Reviews & Ratings

    Freedom Merchants

    Freedom Merchants

    Effortless, customized Checkout solutions to elevate your business.
    No web developer? No problem! Lack of a website? That's absolutely fine! Even if you haven't communicated with your web developer in a long time, it remains hassle-free! Our committed team will create a personalized one-page Checkout that caters to your specific requirements, incorporating all vital messaging and information. By simply using a Facebook account, we can link it to our custom-branded, mobile-responsive Checkout Page. Our efficient and interactive invoicing solutions are crafted to save both you and your customers precious time, ensuring that payments are received more promptly. Whether you opt for weekly, monthly, quarterly, or any mix of billing cycles, ensuring a steady revenue stream for your business has never been easier with our service. Boost your non-profit's fundraising capabilities with our cost-effective, tailored donation pages that are optimized for mobile viewing. Regardless of whether you operate a large retail space or just a Facebook page and Instagram account, our mobile-friendly Checkouts are designed to mirror your brand's distinct look and feel, and they can be ready the same day, alongside your merchant account setup, enabling you to concentrate on what really matters. Additionally, our innovative solutions simplify enhancing your online transactions while allowing you to engage more effectively with your audience, creating a seamless experience for everyone involved. Let us help you take your online presence to the next level effortlessly.
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    Eventur Reviews & Ratings

    Eventur

    Eventur

    Transforming events with seamless management and exceptional experiences.
    Eventur is expertly designed to accommodate both small gatherings and large organizational events, making it an ideal choice for a wide range of educational activities, whether they take place in-person, virtually, or online. It is tailored specifically for educators, conference planners, and meeting facilitators, positioning itself as the leading platform for event management. The launch of the Eventur Virtual Hub significantly broadens its offerings, allowing organizations to choose from diverse solutions that guarantee an outstanding experience for all participants and teams. The features within Eventur’s Conference Platform are essential tools for any event, whether they are utilized individually or collectively. With functionalities such as online registration, efficient event check-in, badge creation, and attendance monitoring, plus customizable templates for CE certificates and an easy-to-navigate event app, the platform is both thorough and accessible. Furthermore, Eventur's management software not only showcases cutting-edge technology but also emphasizes attendee happiness and teamwork. It is engineered to outperform rivals, spark enthusiasm among groups, and maximize budget efficiency for any event. As a result, it’s clear why many organizations and educators are choosing to embrace the Eventur Conference experience, viewing it as the top event application on the market. By adopting Eventur, you are investing in a future that promises to be smooth and engaging for all your event requirements, ensuring that every gathering is a memorable success.
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