Method web-based software for QuickBooks
Overview
Traditional industry-specific solutions are structured for your industry as a whole,
but do not embrace the points of difference that make your company unique. But with
Method, you can break free from what your peers are doing, and run your system,
your way. Hiring a programmer to build a custom program can eventually solve 100%
of your needs, but be prepared for a long, expensive, bumpy ride. With Method, however,
your project time and cost is a fraction of that with a custom developer, yet you
end up a better net result. Web-based, do-it-yourself and CRM applications are becoming
more and more popular. They give you customization ability, but QuickBooks integration
is non-existent. With Method, QuickBooks integration was built in at the ground
floor, enabling you to build business apps that just aren't possible on the other
platforms.
Features and Benefits
The challenges you face are different from someone else's, so created were three
base editions: Method Starter Edition, Method CRM Edition and Method Full Blown
Edition. Specialized, industry-specific, apps will continue to be added by our team
and by 3rd Party Developers until there is an app that meets the fundamental needs
of nearly every major market segment. Scheduled for release in 2009 are: Method
Agriculture, Method Automotive, Method Construction, Method Education, Method Healthcare,
Method Non-Profit, Method Professional Services, Method Property Management, Method
Real Estate, Method Retail, Method Software Business and Method Studios.
Method Starter Edition
- Includes Customer Center, Vendor Center, Employee Center.
- Synchronizes in real time with QuickBooks from any web browser.
- Ability to view, add and edit almost all QuickBooks lists, such as customers, employees,
vendors, classes, items, etc.
- Ability to view, add and edit almost all QuickBooks transactions, such as invoices,
estimates, sales orders, bills, purchase orders, etc.
- Allows customers to log into their account with the Starter Customer Portal.
- Ability to add new fields to existing tables.
- Ability to create and customize screens based on existing tables.
- Note: does not have the ability to create new tables, or import shared screens.
Method CRM
- All Method Starter Edition features.
- Includes Customer Center, Vendor Center, Employee Center, plus Sales Center, and
Call Center.
- Synchronizes in real time with QuickBooks from any web browser.
- Ability to view, add and edit almost all QuickBooks lists, such as customers, employees,
vendors, classes, items, etc.
- Ability to view, add and edit almost all QuickBooks transactions, such as invoices,
estimates, sales orders, bills, purchase orders, etc.
- Allows customers to log into their account with the enhanced CRM Customer Portal.
- Ability to add new fields to existing tables.
- Ability to create and customize screens based on existing tables.
- Create Campaigns, Opportunities, scheduled Activities, customer service Cases and
Solutions.
- Use List Builder to create phone and email campaigns.
- Note: does not have the ability to create new tables, or import shared screens.
Method Full Blown Edition
- All Method Starter Edition and Method CRM Edition features.
- Includes Customer Center, Vendor Center, Employee Center, plus Sales Center, and
Call Center.
- Synchronizes in real time with QuickBooks from any web browser.
- Ability to view, add and edit almost all QuickBooks lists, such as customers, employees,
vendors, classes, items, etc.
- Ability to view, add and edit almost all QuickBooks transactions, such as invoices,
estimates, sales orders, bills, purchase orders, etc.
- Allows customers to log into their account with the enhanced CRM Customer Portal.
- Ability to create new tables, and add new fields to existing tables.
- Ability to create new screens and customize existing screens.
- Create Campaigns, Opportunities, scheduled Activities, customer service Cases and
Solutions.
- Use List Builder to create phone and email campaigns.
- Ability to import screens from other Method Users.
- Ability to import industry-specific apps from the Method Application Library.
Details
For a complete product description, visit methodintegration.com.