Scaling New Heights 2019 - One Size Doesn't Fit All Vendor App Peeks # 13

by

It's true folks, 'One Size (App) Doesn't Fit All,' just as with clothes and shoes and almost everything else. While some App vendors would have you believe that 'they have the only App for you' or 'their App is one of a kind,' the reality is that you need to take a good look and compare similar Apps.

A great place to make such comparisons is on the Exhibit Hall floor at Scaling New Heights, but you need a little preparation before simply walking up to a vendor's booth and asking 'what's up with your App?' That's why we are going to outline a few details and give you some heads-up about 'different size Apps' (in Alphabetical Order, not by Vendor sponsorship level) within the same categories between now and the start of the conference.

By the way, we may not cover every similar App in any one article but may have several similar articles covering different Apps within the same categories. Also know, there are additional sponsors being added to the rolls at Scaling New Heights since we outlined our list of features for preparation of these articles, to those recently added sponsors will be 'swept into' one or two 'catch-all' features at the end of our series as the conference is starting.

Aero

Aero is workflow software for Accountants by Accountants. Aero gives you the tools you need to take your firm’s knowledge capital and put it to work. Your processes and procedures are integrated with your tasks, making your firm efficient, scalable and profitable.

With Aero, you will be confident that client work won’t slip through the cracks. One-time projects, recurring tasks, client emergencies — even email – are all seamlessly integrated into one list, so you and your staff have a clear view of what needs to get done today. Aero gives you a clear overview of all client work: what’s done, what’s in progress and what’s about to be overdue. Aero’s integrated time tracking allows you to spot scope creep while it’s happening. Aero’s management reports help you to manage your practice with insights into metrics like staff performance and project job costing.

If you have been looking for a workflow tool designed for the work that accountants, bookkeepers, business consultants and ProAdvisors do, then be sure to stop by the Aero Booth on the Exhibit Hall floor at Scaling New Heights, or make certain to check-out the Aero Workflow landing page at the Intuit QuickBooks Apps Center.

Method

With Method, the #1 rated CRM by QuickBooks Users, you will streamline your operations and grow sales. Method:CRM was designed specifically for QuickBooks users and enables your team to build relationships on every side of your business. In fact it offers one of the deepest two-way integrations available of any App providing seamless data exchange between QuickBooks and Method in 'real time'.

Unlike other CRMs, the combination of Method’s deep QuickBooks sync and no-code customization engine enables businesses to achieve their optimal workflows. Method’s sync provides more than just a view of your QuickBooks data; your team is able to view, edit, and add QuickBooks data, including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and much, much more.

Customization is a method basic, this is an application that was designed to be easily customizable to meet user requirements. With their ‘design once, use everywhere’ approach, Method applications designed on the desktop flow easily to tablet or smart phone without additional modification essentially regardless of the underlying OS for those devices.

If you have been looking for a CRM application that is more than a mere CRM, be sure to check out the Method Booth in the Exhibit Hall at Scaling New Heights. You can also check-out the Method landing page at the Intuit QuickBooks Apps Center for more information or to sign-up for a free trail of Method integrated with QBO.