I recently received an email from John, a soon-to-be Method beta tester, asking me what kind of contact manager we use to run our company.
I get this question quite a bit. So, now that we are finally moving into beta, its time to get this forum moving, so I'll answer this here for everyone to see.
We use our own web-based system that we have created and perfected over the years. It encompases our website, technical support tickets, any customer or reseller purchases, and any marketing campaigns, so we needed something custom or at least very customizable.
The good news for you is that we are dropping it! We are replacing it with Method this summer, so that we use Method for ALL these tasks in-house, which should help push Method further ahead. It also helps us, because anytime a staff member has a suggestion on how to improve the system we have to put it on to-do list for our programmer to get around to. No longer - with Method, every manager at our company will be able to modify their own sections based on feedback from their department. Much more efficient.
The reason why this will be good for you, is that we'll make our internal system a public template when it is done, and give it away to all Method users.
In the mean time, in about a month, we should have a SalesForce.com style CRM into Method. It is the first "app" we are creating other than the 3 apps we came out with in Beta. The original apps in beta are only QuickBooks Customer Center, QuickBooks Vendor Center, QuickBooks Employee Center.
So hold tight, it's now finally knocking on the door, and as soon as its up we'll let you know.
And yes, we have something called "Lead Status Only" where if you put a customer into Method and have this checked, it does not go to QuickBooks until it is used in a transaction. This prevents you from having your customer list in QuickBooks fill up unnecessarily with leads.