Create and Manage Customer Support Cases Directly Within Your CRM

MethWhen your business encounters a customer complaint, proper case management streamlines the path to a resolution. Creating a customer support case in Method:CRM lets you track activities related to the issue in a centralized location, so your whole team is kept in the loop. Your customers can even create and comment on cases through Method’s built-in portals, so you never miss out on important updates.

Note: The Cases app is an add-on to the CRM Pro base plan. Visit our pricing page for more information.

Why should my business use Method for case management?

  • A Centralized Hub for Customer Support Cases

    It’s hard to address a customer complaint when you don’t know all the details. Create a case in Method, then link the relevant contact information and activities to the case record. When you have a complete picture of the issue, you can resolve it more efficiently.
  • All Team Members Stay on the Same Page

    Keep your team in the loop about the status of a customer support issue by allowing them to view case details in your CRM. This ensures a consistent line of communication throughout the resolution process, both internally and with your customer.
  • Empower Customers to Report Issues

    Encourage customers to bring issues to your attention by submitting cases through Method’s built-in customer portals. The sooner your team is aware of an issue, the sooner you can start to address it. Customers can view the status of their case through their portal as well!

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