Customize your CRM to match your small business processes using simple drag-and-drop tools.
Look professional by customizing invoice, work order and other transaction templates with your logo and company colors.
Your business is unique, so you need a custom CRM to meet your specific needs. Configure your system to match your business processes. Method screens are actually not designed by software programmers! Instead, they are designed by people who use the same drag-and-drop tools that are available to you. The possibilities are endless! You can customize your CRM to match your way of getting your work done, 100% code-free.
These aren't your ho-hum “custom fields” that you see in traditional programs! These are true database fields that you create and use everywhere in Method, just like the pre-built fields. Field types can be text, dates, numbers, currencies, or file attachments. With Method:CRM, you can create database tables and dropdown list fields to get the custom CRM your team has been looking for.
All screens in Method:CRM are designed using a drag-and-drop designer – there's no scripting or code involved! You just simply drag a field or object onto your screen and edit its properties, such as its caption or color. And since all pre-built screens are open for you to redesign, you can copy and modify existing screens using our custom builder.
Behind every button in our custom CRM is a list of actions that run when it is clicked. These actions are set up using a wizard and can lead to some pretty amazing things, like saving a customer, sending an email, or looping through a list of invoices. Actions are the heart of Method, and replace the need for expensive and complex code or scripting.
Method:CRM comes with a built-in report designer that allows you to modify and build reports, charts, and graphics that can be displayed as images in Method, or as a PDF document, or sent as an email attachment.