Method:CRMMethod Integration
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Related Products
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About
Take notes, book appointments, and follow up with leads automatically. Enter leads automatically via our Mailparser integration. New customers can book appointments online or over the phone. Sync appointments with Google Calendar. Once setup, new appointments will sync automatically. Impress your clients with sleek custom proposals. Cork makes it really easy to create detailed proposals. When you are at an estimate just fill in the blanks and email it to the customer. Customers can sign contracts on the spot or later on via email. Electronic signatures can be collected from a phone, laptop, or tablet. Used in combination with our online payments feature, estimators can eliminate the second trip back out to the house. Keep your business on schedule with our built-in job schedule. Establish a start/ end date and then assign a crew. Your crews can see for themselves where they need to be.
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About
Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users.
Integrations
Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry.
Lead management
Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM.
Customization
100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
CRM solution for painting companies
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Audience
Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$99 per month
Free Version
Free Trial
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Pricing
$25.00/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCorkCRM
Founded: 2013
United States
corkcrm.com
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Company InformationMethod Integration
Founded: 2010
Canada
www.method.me/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Construction CRM Features
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
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Construction CRM Features
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Contact Management Features
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Nonprofit Features
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
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Integrations
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
PayPal
QuickBooks Online
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Integrations
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
PayPal
QuickBooks Online
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