Method Analysis
What is Method?
Method provides customizable field service management software that streamlines scheduling, invoicing, and customer interactions for businesses using QuickBooks.
Founded
1999
Industry
B2b Saas
Recent Funding Round
Seed
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.
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.
Sales Tech Stack
- CRM Integrations - Method integrates with popular applications such as Gmail, Outlook, Mailchimp, and Google Calendar, allowing users to manage customer interactions and automate workflows effectively.
- Zapier Integrations - Method CRM connects with numerous applications through Zapier, including Gravity Forms, RingCentral, Microsoft Outlook, Google Sheets, and WooCommerce.
- Lead Management Software - Method offers lead management features that help capture and nurture leads, streamlining the sales process.
