METHOD CRM, FIELD SERVICES, CUSTOMIZABLE APPS FOR QUICKBOOKS
NO MORE double entry! Sync your transactions and business processes in real time with QuickBooks. Fully Customizable and share access with customers, staff, and partners. CRM to manage your Sales Force and convert the sales transaction to a QuickBooks transaction at the close of the sale!
Beth Heffernan & Val Shabani presents Method CRM for
QuickBooks Desktop and QuickBooks Online
Comprehensive Method Services:
- METHOD Set-up: Design your software for your business. Set up; Users, Email accounts, Outlook Integration, Web to Lead Forms, and customer portals with payment methods.
- METHOD customization; Customize Screens, Tabs, and Forms. Customize your system to match your business methods. Create new screens, tables, or fields, buttons, reports, charts and graphs.
- METHOD Implementation and Coaching: Teach, Train, and Assist for owners, managers, dispatchers, and administrative staff to use METHOD effectively and efficiently.
- Virtual Assistance and On Site Assistance: On-going training as needed for trouble shooting, additional training or additional setup.
