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features
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support

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Description

An efficient ordering system designed to enhance the experience of both your sales representatives and customers via a streamlined QuickBooks portal is now available. Tailored specifically for small to medium-sized businesses that use QuickBooks, this system allows you to effortlessly cut costs while boosting your company's productivity. With Flowsmith, you can establish a visually appealing portal that reflects your brand, enabling customers and sales reps to easily place orders and monitor inventory online. This versatile portal seamlessly integrates with any version of QuickBooks Desktop, providing a cohesive experience. Flowsmith stands out for its user-friendly design and straightforward setup, complemented by a specially designed QuickBooks connector. Consequently, all orders, inventory levels, invoices, and pertinent customer data are automatically synchronized between your Flowsmith ordering platform and your QuickBooks account, ensuring accuracy and efficiency in your operations. This not only saves time but also enhances overall business management.

Description

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
QuickBooks Online Advanced
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
Rambox
Simplii
SmartVault
Vonage Business
Wufoo
Xero
doForms

Integrations

QuickBooks Online
QuickBooks Online Advanced
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
Rambox
Simplii
SmartVault
Vonage Business
Wufoo
Xero
doForms

Pricing Details

$250 per month
Free Trial
Free Version

Pricing Details

$25.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Flowsmith

Founded

2020

Country

United States

Website

flowsmith.us

Vendor Details

Company Name

Method Integration

Founded

2010

Country

Canada

Website

www.method.me/

Product Features

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Product Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

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

CRM

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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Alternatives

Alternatives