You may have come to Method because of our industry-leading QuickBooks integration, but if you haven’t investigated the efficiency gains of customizing your account, you’re missing out!

But, we get it. When someone says “the possibilities of customization are endless”, it can be confusing, if not a little overwhelming.

What exactly does customizing my account mean?

Where do I even start?!

Can someone help me plan out my workflow before I get going?

To answer all these questions and more, we hosted a live Method customization webinar and I’ve provided the recording below!

Here’s what we covered:

  • Benefits of a customized CRM
  • Your options for customizing your CRM or getting help customizing
  • Examples of real customized CRM accounts using Method
  • An intro to how to customize your Method account


Ready to start streamlining your operations?

Sign up for a free 30-day trial of Method:CRM, the #1 rated CRM by QuickBooks users on apps.com. 

Free Trial Button

Includes a Free Demo and 1 Free Hour of Customization

Photo credit

Posted by Lynda

Lynda is Method's Loyalty Marketing Manager. Having grown up in an entrepreneurial household, Lynda has a keen interest in the strategies and stories of small businesses. When she isn’t connecting Method users with solution based content, she can be found spending an unhealthy amount of time curating her Pinterest boards.