Method CRM

What we're really really good at

Method CRM Helps Companys Meet Personal Requirements

Who is Lance?

Hire a consultant who has logged over 1,500 hours of method customization time, uses method on a daily basis for his own business and has logged over 200 hours of method report writing. This level of experience is a rare jewel to find in the QuickBooks third party software community. There are only 2,000 working hours in a year. Method integration has only been around for 3 years. You would have to all but abandon your QuickBooks practice to log that many hours.

Lance Brandow got his start as Joe Woodard senior Method developer. Knowing the advantage Lance’s background in database management may have, Joe handed him almost all of his Method work. Lance and Joe enjoyed working together on method projects for over a year before it became apparent Lance wasn’t meant to be an employee.

Now as an independent contractor, you can get the same level of expertise so many of Woodard’s clients do for a fraction of the price!

Lance + Fishbowl

Method integration is the next best thing for your QuickBooks clients searching for a CRM to meet their company’s personal requirements. It has three integration engines that keep method and QuickBooks constantly in sync. Simply click ‘Save’ after making a change or creating a new record in Method and instantly the data will appear on your QuickBooks screen. The second sync engine works in the opposite direction. Every 20 minutes Method’s sync engine will look for changes in your clients QuickBooks file. When it finds a change, that change will automatically update Method. Finally, once a day a third sync engine will perform a total and complete reconciliation of your clients Method file and their QuickBooks file. If there are any records not matching, this sync will catch them.

The setup is simple. The tutorials are high touch and the customization ability is limitless. One QuickBooks Pro Advisor said, “I can sell this all day to my Salesforce customers and prospects!” It really is that simple. Offering Method Integration along with Brandow Consulting’s services to your CRM prospects is a no-brainer.

Custom Reporting
Report Designer

Method CRM has a custom reporting tool that allows you to extract whatever data you need from Method and display it in a customized format based on your client’s needs. We modify Sales Orders, Purchase Orders, Invoices and Receipts. We create and modify existing business intelligence reports. Contracts and client engagement letters can be produced from Method with information pre-populated including company header and footer images.

Get a free quote on customization today!