Method:CRM Overview

Method CRM, Method:CRM, SwiftWare Advisory

Real-time Information

As you add new customers, create invoices, or modify sales orders, Method will automatically push updates to QuickBooks.

Easily access data using your mobile device; Send quotes or invoices from the field, or assign a follow up while you are out of the office.

Lead and Customer Management

Track your leads in Method:CRM and avoid cluttering your QuickBooks with potential customers. Method:CRM will manage your leads and won't sync the leads to QuickBooks until they become customers.
Maintain real time customer information and all relevant activities and tasks. Method allows you to track every interaction you have, including phone calls, emails, quotes, meetings, and services performed.

Easily Customizable

Method is completely customizable through 100% code free, drag-and-drop tools. You'll have a system that's right for the way you work.
Easily build custom fields, screens, actions, reports, and charts to suit your small business needs.

Sign up for Method CRM and receive a free 30-day trial. Method will provide new users with a free one hour set up service and a free one hour consulting session (subject to change without notice).

As a Certified Partner, we are able to help you with your Method CRM needs:

  • Understand your unique business requirements and advise you on the most optimal solution
  • Build and implement a custom CRM solution that aligns with your business
  • Migrate your existing data into Method CRM
  • Integrate Method CRM with applicable external software
  • Train you and your staff to understand how the CRM helps in the day-to-day activities

If you would like SwiftWare Advisory to help you set up and customize your Method CRM account, please email [email protected]

Method:CRM, Method CRM, Method Partner, SwiftWare Advisory, Small Business Solutions
Method:CRM, Method CRM, Method Partner, SwiftWare Advisory, Small Business Solutions
Method:CRM, Method CRM, Method Partner, SwiftWare Advisory, Small Business Solutions