LaCrews' Method Knowledge Base
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1 What is MethodCRM
2 What is MethodCRMpro
3 Terminology
4 Learning the MethodCRM app
5 Customize Tab
6 QuickBooks Tab
7 Customizing Method
8 Method Report Designer


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MethodCRM Is
Solution No. 9
 
You and your team have constant conversations with customers and prospects about your company and products. Customer relationship management (CRM) is the specific processes and systems that assist in managing all your customer information, activities, and conversations. With CRM, your sales, marketing, and customer service teams are up-to-date on every customer and deliver informed communication. With this information, you can make better decisions to close more business and keep every customer satisfied.
MethodCRM is an out of the box cloud based CRM that is fully integrated with QuickBooks financial software. This integrated functionality further improves your data management by eliminating the need to maintain separate lists of customers, products, inventory, etc.