Introducing Method Enhancements: CRM customization made easy

Can your CRM say “Yes”?

Over the past year, we’ve been piloting and refining a new approach to customizing CRM workflows for businesses with unique needs.

Now, we’re excited to make it official and introduce Method Enhancements. It’s a way to get ongoing access to customization experts and adapt your CRM to your evolving business needs—with completely transparent pricing, fast implementation, and industry-specific expertise to guide you along the way.

Every month, businesses approach Method with hundreds of unique requests, asking “Can Your CRM do X?” 

Sometimes, it’s as simple as “can your CRM hide these menu options from the mobile app?” Other times it’s more complex, like “can your CRM auto-calculate and show margins while we create a quote?” Every now and again, it’s something like “can your CRM connect to my inventory management API?”

Method Experts say yes to the overwhelming majority of customer requests And over half of your requests can be implemented in less than a day, usually hours. Now, with Method Enhancements, you can make your CRM match the workflows of your business that much faster, no matter how unique or how challenging they may be.

What makes Enhancements unique

The truth is, many businesses who find success with Method have been burned by other CRMs or ERPs. That’s because the *real* test of a CRM doesn’t start in the honeymoon phase, when you’re uploading new lead lists or mapping out a workflow.

It starts when you hit a wall.

When you suddenly need to restrict data that field reps access… when you want to auto-attach T&Cs to estimates and invoices… when you need custom pricing rules for different customers… when you want to process refunds through a customer portal… when you need to track warranty information along with your item list…

… essentially, when your needs fall outside of a cookie-cutter system, only to be told “No, that can’t be done,” or “Yes, but get ready for a $10k+ sticker shock.”

That’s why we wanted to make Method Enhancements different. Instead of surprises and limitations, you get:

• Customizations that stick because everything we build runs on your real data, right inside Method.
• Guidance that matters from experts who know your industry as well as they know Method’s platform.
• Control you can trust with transparent, upfront pricing.

So when your business outgrows “off-the-shelf,” you don’t hit that wall. Here’s why:

Method Enhancements by Method Experts

Behind every great customization is a real person who knows your business inside and out. Our team of Method Experts has spent the past 15 years helping thousands of businesses automate, adapt, and say “yes” to workflows that once seemed impossible.

Below are just a few of the specialists who make it happen—each with their own industry focus and hundreds of successful builds under their belt.

Beyond working with a dedicated team, Method Enhancements are unique in three ways:

1. Instant implementation

Most CRMs force you into drawn-out projects and five-figure “go-live” fees before you ever see value. Method works differently. Because it’s built directly on top of your general ledger—QuickBooks Online, QuickBooks Desktop, or Xero—your real data is already there from day one.

That means when a customization specialist makes changes to your account, you can start using them immediately. No migration headaches, no endless configuration, no waiting six months for ROI. Just practical improvements you can put to work the same day they’re built.

2. Industry expertise

Every industry has quirks that make or break your processes. A painting contractor needs to track labor hours by crew; a distributor needs custom pricing rules for different customers; a field service business needs mobile reps to see only the jobs that matter.

That’s why Method Enhancements pair you with a specialist who not only knows the platform inside and out, but also understands the realities of your industry. Our experts have built workflows for contractors, manufacturers, distributors, IT pros, and beyond. They know the shortcuts, the pitfalls, and the “must-haves” unique to your business model. Which means instead of generic advice, you get a roadmap that feels tailor-made for the way you work.

3. Transparently priced

The CRM and ERP industry is rife with aggressive sales tactics. Businesses get locked into exorbitant implementation projects, their data gets held hostage, and pricing is kept deliberately opaque, so it’s difficult to shop around.

We’re flipping the script on this at Method, making Enhancement pricing super simple to understand.

The above plans can be added on to your existing Method subscription. The best way to get acquainted is to book a free hour with one of our specialists.

Customization Awards: Nominate your or others’ best customizations

To close out the year, on Tuesday, December 17th, we’ll also be hosting Customization Awards—a live webinar that looks back on the best (and boldest) customizations our customers and partners brought to life. Think of it as part recap, part celebration, and part game show. And you’re invited!

Here’s how it works:

1. Nominate a customization. Submit your favorite workflow or automation built with Method: what the customization was, why it mattered, and the impact it had. This can be something that was built for your business, or, if you are a Method partner, it could be something that you’ve built for someone else. The nominations are open now.
2. Our senior customization specialists will review and vote. Seasoned Method experts will shortlist the most impactful, creative, and industry-specific examples.
3. Celebrate together. At the virtual event, we’ll showcase these stories, highlight partners who helped make them happen, and hand out awards across categories.

We’ll be celebrating the clever fixes, the “why didn’t we think of that” ideas, and the small changes that made a big difference. The time-savers that turned four-hour tasks into five-minute wins. The industry-specific workflows so sharp they could only come from someone who really knows their craft. The creative builds that pushed Method in new directions. And, of course, the partnerships that made those wins possible.

It’s a chance to showcase your business, celebrate your team, and inspire other Method users—all while having some fun and maybe even winning prizes. 😉

Ready to say yes?

Your business isn’t one-size-fits-all, and your CRM shouldn’t be either. With Method Enhancements, you get the freedom to shape your workflows around the way you actually work—without hidden fees, endless implementation projects, or cookie-cutter limitations.

Whether you start with a free customization hour, take on the “Can Your CRM Say Yes?” Challenge, or join us for the year-end Customization Awards, this is your chance to see what a CRM can do when it finally bends to your business.

👉 Book a call with a Method Expert, and let’s turn your next “if only…” into a working solution.