Method Analysis
What is Method?
Complete business process automation for QuickBooks and Xero
Product Features & Capabilities
- Lead management software for capturing and nurturing leads
- Customer management system syncing directly with QuickBooks
- Automated proposal generation for client engagement
- Invoicing tool for quick and efficient billing
- Customer portals for streamlined client interactions.
Use Cases
Automate lead collection from websites; Manage customer data seamlessly with QuickBooks; Generate and send proposals to clients; Create and send invoices instantly; Track customer interactions and follow-ups.
Other Considerations
Over 18,000 users trust Method; Offers a free 14-day trial with no credit card required; Integrates with popular payment gateways for faster transactions.
