Managing client leads and following up efficiently using a Customer Relationship Managment tool is a powerful way to grow your business. We use Method:CRM ourselves, and we like it so much that we became a partner. We would love to talk with you about whether Method can help you reach your sales goals by streamlining follow up and being in tune with your sales pipeline. Nothing syncs with QuickBooks better than Method:CRM. Contact us at info@jordancpaservices.com for more information or click here to sign up for a free trial. 

 

Method:CRM is the #1 CRM for QuickBooks that helps you keep your customers' follow-ups and history all in one place; helping you stay on top of what your customers need and when they need it, so nothing gets missed. Designed to sync seamlessly with QuickBooks, you save time by not entering data twice. Method is fully customizable with drag and drop tools and beautifully mobile, optimized for all devices so you’ll have every customer details, whenever you need it.