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equinefeed
Level 1

Does anyone run Method CRM software ?

 
5 Comments 5
Fiat Lux - ASIA
Level 15

Does anyone run Method CRM software ?

As far as I know, due to its pricing and features, it is only well-known for QB Desktop user. You should exploring other CRM apps for QB Online to compare with it.

Rebecca R
QuickBooks Team

Does anyone run Method CRM software ?

Hi there equinefeed,

Thanks for being a part of the QuickBooks Community. QuickBooks Online offers integration with third-party apps and software so that you can add to and customize your small-business accounting software as you see fit. Let me show you how you can find what you're looking for to expand on the tools and features you have at your disposal. 

 

When you're logged into QuickBooks Online, navigate to the Apps tab on the left menu. Use the Search function to search for Method:CRM. You should find the following app in your search results:

 

 

To connect the app, you simply need to select the icon, click the green Get app now button from the upper right corner, then follow the prompts to connect. Method provides support for this app, so if you have questions about how to use it you can find all the information from the link above. 

 

I encourage other members of our community to chime in if they've had any experiencing using this software. Have a great day!

Lyn-Maree
Level 2

Does anyone run Method CRM software ?

Hello Equinefeed

I am looking into this software as I have Quickbook online. Did you go ahead with Method CRM or did you find something else?

Fiat Lux - ASIA
Level 15
Method Team
Level 1

Does anyone run Method CRM software ?

Hi equinefeed,

 

Method:CRM is an independent company from QuickBooks, but rest assured that we’re committed to fulfilling the needs of QuickBooks users everywhere!

 

Method's two-way sync allows information to flow easily between your CRM and your QuickBooks account — whether you use QuickBooks Online or QuickBooks Desktop. That's what makes Method known as the #1 QuickBooks CRM.

 

As Rebecca mentioned, connecting Method to QuickBooks is simple. If you need help or have any other questions, don't hesitate to contact us. Our team is always happy to help.

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