Method CRM vs BestMate

Method:CRM is the #1 CRM for growing businesses that use QuickBooks. Use this app to close deals faster, maximize your productivity, and keep your customers happy — no matter where your day takes you. Here are the key benefits of the Method iOS app. #1 Give every lead the attention needed to close the sale. • Instantly assign a sales rep to each new lead to kickstart your nurture efforts. • Stop deals from slipping through the cracks with seamless opportunity management. • Convert leads to QuickBooks customers with the click of a button. #2 Bring revenue in faster with a streamlined sales process. • Empower your sales reps to create sales and purchase transactions without QuickBooks access. • Get paid sooner with easy online payment options for your customers. • Sync data between Method:CRM and QuickBooks in real-time for seamless accounting. #3 Drive more repeat business with excellent customer service. • Gain a 360-degree of every customer from their purchase history to recent interactions with your team. • Schedule automatic reminders to follow up with your customers and leads. • Send individual or mass emails directly from Method:CRM. #4 Finally, a CRM that meets your every need. • Customize your Method:CRM account, so it’s perfect for your business. • Create workflow automation that mirrors your exact processes and saves you time. • Get data-driven insights from custom fields and personalized reports.

BestMate is the #1 all-in-one app for managing and growing your entire business. More than 10,000 businesses trust BestMate to increase sales, save time, and streamline their operations on one powerful platform—available on mobile and desktop. Create invoices, send estimates, answer calls with an AI receptionist, collect payments, schedule time, 24/7 portal & website, send & receive text messages, manage team, log expenses and much more – all in one place. Bestmate automates and makes running your small business easy, fast and secure – all on the cloud accessible anywhere, anytime, any platform. INVOICES, ESTIMATES, & WORK ORDERS • Create Invoices, Estimates, and Work Orders / Bookings in less than one minute. • Send emails, messages & automated reminders to customers. • Allow customers to pay invoices online. • Collect payments and track all your invoices in one place. AI RECEPTIONIST • Answer business calls automatically, including after-hours and missed calls. • Collect customer and job details during every conversation. • Schedule appointments directly into your business calendar. • Review call details and follow up with customers from BestMate. SCHEDULING & BOOKING • Manage appointments & bookings with customers on your app. • Track your bookings with calendar view of upcoming appointment • Attach customer details, notes, etc • Reminders and emails sent automatically to customers PAYMENT PROCESSING & TRANSACTIONS • Get paid faster with online payment processing • Accept credit card, debit card, cash and bank ACH processing • Keep track of all your online & cash transactions • Multi-currency functionality CRM - CUSTOMER & SUPPLIER MANAGEMENT • Add customers and suppliers in app • Track past invoices & estimates with one tap to know their history • Add notes & details about customers • Deliver a great customer experience • Get more insights with dashboard and analytics WEBSITE & BOOKING PORTAL • Branded Website: Branded website created automatically for your business to share with customers • Customer portal: Customers can schedule bookings, approve estimates, pay invoices with an online booking portal TEXT MESSAGING • 2-way text messaging: Send & receive texts from customers. Attach invoice & estimate links to texts TEAM MANAGEMENT • Smooth team collaboration: Assign tasks and schedules to team members, share invoice details, and track time and expenses TAXES & REPORTING • In-depth reports for profit & loss, invoices, estimates, schedules, requests, timesheets, expenses • File taxes automatically & manage accounts perfectly • Integrations with accounting software EXPENSES, TIMESHEETS, & INVENTORY MANAGEMENT • Manage expenses and timesheets • Create and keep track of products and services. • Add inventory to each item to organize your business AND MORE FEATURES Automatic Reminders, Integrations, Data Synced to Cloud, On-the-go Mobile & Web App, Transactions, Dashboard, Analytics, and many more! Download Bestmate today and change the way you work. Privacy policy: https://bestmate.us/privacy.html Terms of use: https://bestmate.us/terms-of-services.html BestMate all-in-one mobile app supports your entire team. BestMate is perfect for any businesses: • Service Based (Handyman, HVAC, Landscaping, Plumbing, Painting, Electrical, Commercial and Residential Cleaning, Carpet Cleaning, Pest Control, Applicant Repair, Locksmith, Lawn Care, Junk Removal, Window Cleaning, Garage Door, Window Cleaning, Pressure Washing, Contract Work, Service Industry, Gig Worker, Independent Contracting, Dispatch) • Professional Services (Consulting, Marketing, Legal, Design & Creative, Software & Technical, Health & Wellness, Event Planning, Restaurant & Bakeries, and Retail) • Team Based & Agencies Download BestMate NOW and grow your business with scheduling, invoicing, quoting, messaging, marketing, payments and more.