What’s New in Method CRM: Helping Your Team Get More Done
In this product update webinar, Method’s team walks through the latest platform improvements designed to help businesses streamline workflows, reduce manual work, and get better visibility into customers, jobs, and operations.
The session includes live demos and explanations of several new features and enhancements, including:
- New Home Dashboard experience with personalized insights, activity visibility, and configurable quick actions
- HealthScores to help teams monitor customer engagement and relationships
- Editable grids for faster configuration and easier data management
- Quick Actions panel to create contacts, activities, and records without navigating between apps
- New Jobs App and Schedule App to unify dispatcher workflows and manage field work in one place
- Multi-entity support for businesses operating across multiple companies or divisions
- Multi-currency functionality synced with QuickBooks
- Bulk actions in multi-entity for updating tags, permissions, and users more efficiently
- Customization feature improvements like toast notifications and modal pop-ups to reduce screen switching
- Support for assigning multiple technicians to jobs when customizing
- Updates on rollout timing, migration plans, and what’s already live
The webinar also touches on how these updates support growing service businesses, field teams, and multi-company operations, plus where to get help, onboarding resources, and access to the Method community.
