This month we will dive into Method CRM and CRM's in general. Why would your clients use one? Looking for CRM opportunities. (Excel sheets abound)... How Method CRM works with QBO and QB. We will discuss new Method apps that are built particularily to manage our businesses. And do a scan of other CRM's that is appropriate for our clients.
Method CRM is a tool that allows you to integrate with QB (as close to realtime as possible), develop and maintain customer relationships, keep track of new opportunities and Customer issues. And then, with Method, you have the the ability to customize Method to accommodate your clients work flow.
We will also have time for QB tips/tricks. Bring one of your favorites to share..
Come join us for an interactive, informative and fun meeting.