Method:CRM

For simplified contact management, more accurate estimating, and better activity tracking, Trillium is partnered with Method:CRM to offer the best solutions. This customer relationship management system (the CRM in Method:CRM) has the best two-way integration with Quickbooks in the industry. This is done by instantly syncing customers, invoices, payments, and more with Quickbooks. This program also has built-in solutions for tasks like lead management, tracking, and invoicing, and we can customize the design to meet your small business’s unique needs. It also connects directly to Gmail, Outlook, Mailchimp, and other apps. With Method:CRM and the Trillium Bookkeeping and Accounting team, keeping your business flowing has never been easier!