CRM customization services
We know one size doesn’t fit all, especially for small businesses. That’s why we have a team of expert consultants who can customize Method:CRM so it’s just right for you.
Why does Method:CRM offer customization services?
Free
Get 1 free hour of customization services when you try Method free for 30 days
Projects could include:
- Creating custom fields and tables
- Setting up a web to lead form
- Modifying templates for estimates, invoices, or other QuickBooks transactions
- Scoping out large customization projects or migrations from other systems
- Basic customization training
Pay as you go
For companies with simple customization projects taking up to 9 hours
Projects could include:
- Capturing advanced details about your customers or sales
- Creating custom reports
- Designing personalized workflows for your business
- Importing contacts from other systems
- Advanced customization training
Dedicated
For companies with sophisticated customization projects taking 10 hours or more
Projects could include:
- Designing advanced estimating or invoicing workflows
- Customizing the customer portal
- Creating apps specific to your business
- Commission reporting
- Ongoing support for DIY customization
How does the process work?
Step 1
Watch a demo
Before jumping into customization, watch a demo to learn what Method can do out of the box.
Step 2
Do a free hour of customization
Use this time to discuss your needs and scope out possible projects.
Step 3
Sign an agreement
Choose between pay-as-you-go or dedicated services.
Step 4
Provide context
Help your consultant understand your business by providing data, screenshots or a workflow document.
Step 5
Watch the magic happen
Continue using Method while your consultant customizes your account behind the scenes.
Step 6
Make a payment
We bill daily or weekly for pay-as-you-go services and send a monthly invoice to our dedicated customers.
Frequently asked questions
Our customization consultants (also known as business solutions specialists) have in-depth knowledge to design and build screens and apps specifically for your workflows. If you need to modify or troubleshoot any customizations in your account, you will be supported by the customization team rather than the support team. Additional charges may apply.
Free support is available for all aspects of using Method outside of customization. Our support team is here to ensure that your QuickBooks file is connected properly, to help you sign in, to educate you on Method features, and to investigate technical issues with Method apps that have not been customized.
Each customization project is different, so your consultant will confirm the timeline based on your specific needs. Of course, you can start using Method right after you sign up for your free trial, and throughout your customization project.
In many cases, your consultant will publish small changes to your account as they complete them. This way, you don’t have to wait for the entire customization project to be finished to start getting more out of Method.
Of course! You can customize the CRM on your own using drag-and-drop tools, 100% code-free. You can learn more here.
