Description
Product Features:
- Close more deals and convert them into QuickBooks invoices.
- From Field Services and Workflow Management and Expense Reports, add-ons extend the functionality of the Method:CRM Pro account.
- Manage and share tasks, calendars, schedules and processes with staff and partners Send estimates and invoices that sync to QuickBooks, and receive payments.
- Syncs with QuickBooks Desktop and QuickBooks Online.
- Track phone calls, emails, and appointments for contacts and leads.
- Web Forms allow potential customers to request product and service information from the website and instantly create a lead, sales opportunity and a follow-up reminder for the sales staff.
- Works with Gmail, Outlook, MailChimp, SmartVault.
Product Purpose:
Be organized. Stay on top of what each customer needs so nothing gets missed.
Product Attributes:
Free Trial:
NA
Tech Expert:
Credit Card Required:
NA
Avg Installation Time:
Immediate
Training:
No Training Offered
Free Version:
