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About Method:CRM

Method:CRM's patented, real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more! Use Method:CRM to gain a 360-degree view of each customer, provide better customer service, and get paid faster with online portals. Method:CRM automates lead management, eliminates double data entry, streamlines purchase order creation, and reduces manual admin work, so you can focus on growing your business. An added bonus is that Method:CRM integrates with your favorite apps, such as Gmail, Outlook, Mailchimp, and Zapier.

About Ivyleads

Ivyleads was built to help you get your sales process organized. Tracking sales opportunities with it is simple and straightforward and will have an instant impact on your business.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Summary

  • Real-time, two-way integration with QuickBooks​

  • Online customer portal for faster payments

  • Drag and drop customization tools

  • Automate lead collections from emails and website

  • Sync customer information and purchase history to QuickBooks and no more double data entry

  • Free 30-day trial with one hour personalized demo

Summary

  • Smart touchpoints: Turns partial information into full contact information. An email address is enough to lookup name, title or phone number that might be available.

  • Reuse suggestion: Prevent you and your team from re-entering an already existing contact.

Pricing

  • Starting from: $25.00/month
  • Credit card required: No
  • Contact Management: $25.00 per user/month
    CRM Pro: $40.00 per user/month
    Billed annually

FAQs

    No FAQs associated with this application.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
2010
Based in:
-
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Method:CRM
  • Freelance
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Ivyleads
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

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