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?
Method CRM isn’t your typical CRM. Our goal is to make personalized software accessible to small businesses — and that’s why our platform is 100% customizable.
However, we know that most small teams don’t have time to customize Method themselves. You’re running a business, after all!
That’s where our business solutions specialists come in. They’re CRM experts who can adapt Method to perfectly suit your needs — while you focus on getting work done.
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.