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. 

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Includes a Free Demo and 1 Free Hour of Customization

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Posted by Rodrigo Fernandez

Hey there! As Method's Director of Marketing, I have a natural passion for building and designing solutions that enable revenue growth from a customer acquisition perspective. When I'm not at Method leading the marketing team and making fun videos, I am grilling and travelling with my wife and three children.