Business Concierge – CRM Client Relation Management Software

BSH Accounting [Sales] CRM – Client Relationship Manager

[METHOD:CRM]

BSH Accounting recommends [Method:CRM] for your CRM needs.  Here at BSH Accounting, we do not recommend anything that we are not personally customers of and Method is no different.  Method is what we use to get leads off our website, our follow up systems are set up through Method and we manage our calendar and monthly calls from Method.

Method is the best for its integration with Quickbooks.  You can integrate with Gmail easily and the integration with Quickbooks makes it our top pick for CRM.  Try it out for yourself for 30 days and you will see they have great customer support too.  They will give you a free hour to customize to your business.

QuickBooks isn’t designed to manage potential sales, but Method is. Track every opportunity, create estimates, and convert leads to QuickBooks customers in one click.

Go to this  to get a 30-day FREE trial to give it a try.

If you have any questions you can even try out Method’s Web to Lead form that we have below:

https://bshaccounting.method.ws/apps/Public.aspx#/628471c8-4121-4d85-85d8-5594f814ee31/ODA1MzhEZlRva0ozVEFJbE1EdkFBUS0t

If you have any questions or need help with your Business and Product Needs, then give us a call (310) 654-2047 or text.

See more BSH Accounting Resources.

Add Comment

Your email address will not be published. Required fields are marked *