You want the best for your business, meaning your main priorities are positive financial health and the satisfaction of your customers.
We've found a great tool that integrates these two very important priorities for your business into a single interface. Method:CRM is a top rated system that allows you to coordinate activities related to your employees, vendors, customers, and prospective clients. Here area few key features and benefits:
Features
Offers complete and code-free customization, including a drag-and-drop tool to create your own tables, fields, and more
Tracks all of your communication needs, from emails to phone calls to future appointments and leads
Unifies invoices and sales orders as the finest sync engine in the industry
Works well with applications such as Gmail, Outlook, MailChimp, and other custom integrations
Features customer portals where clients can manage their accounts and invoices, and request information or products
Offers add-ons to make your experience even easier, such as Workflow Management and Expense Reports
Benefits
Save valuable time by utilizing your consolidated data all in one place
Simplify your workflows and procedures
Get paid faster as customers enjoy the ease of paying invoices through their portals
Guarantee the details are always taken care of for each client with accurate history profiles
