The most customizable QuickBooks CRM for small business
If you thought personalized software was just for enterprises, think again. Method:CRM’s no-code platform lets even the smallest businesses create custom CRM solutions.
100% customizable, 100% code-free
Your business may be small, but your CRM should think big. Here’s how Method empowers small businesses to do their best work.
Meets your unique needs
Use Method’s drag-and-drop tools to create a custom CRM that’s perfect for your processes.
Evolves with your company
Customizing Method as your needs change lets you stick with your CRM instead of outgrowing it.
Built for small business
Move over, enterprise CRMs. Method makes custom software accessible and affordable for small teams.
Proven business benefits
Here’s why our customers are big fans of customizing Method.
Unlimited custom CRM solutions
Method can be personalized in any way imaginable to help you run your business better.
Fields, tables, and apps
Track the data that matters to your business.
Workflows
Simplify and automate manual tasks.
Web to lead forms
Capture website visitors as new leads in Method.
Online portals
Provide customers with self-service options.
Transaction templates
Include custom fields, calculations, and conditions.
Reports
See how your business is performing in real time.
Go beyond CRM
Enhance your productivity by building the tools your business needs to succeed.
Custom transaction templates
Customizing templates in QuickBooks can be a challenge. This is especially true if you need to show industry-specific data like item weights or license numbers.
The solution:
- Create unlimited custom transaction templates in Method
- Easily populate the templates with QuickBooks items and prices
- Print PDFs or email transactions to customers
Commission tracker
Many small businesses struggle to track commissions for sales reps. Whether you’re using workarounds in QuickBooks or formulas in Excel, the process is often manual and time-consuming
The solution:
- Save time by building a custom commission tracker in Method
- Set different commission levels per rep or item
- Automatically exclude taxes and shipping fees
Online document approval
Nobody wants to spend days playing phone or email tag with customers. But that’s often the reality when you’re trying to follow up on quotes, proposals, or contracts.
The solution:
- Get responses faster by customizing Method’s online portals
- Allow customers to view, approve, or comment on documents
- Automate follow-up tasks in Method, like creating an invoice
DIY or full-service customization
Take a hands-on approach to personalizing Method or leave it up to our experts.
Do it yourself
Use our free training materials to try your hand at DIY customization.
Free hour with an expert
Take advantage of a free session with a customization consultant.
Customization services
Have big dreams for your custom CRM? Work with us to bring your vision to life.
