Your Connected Business System
A complete front‑to‑back ecosystem that connects your website, customer experience, internal operations, and external integrations into one seamless loop.
What Templates Is
Templates is a suite of customizable business applications built inside Method:CRM. It manages your financial, customer, work, and employee data in one unified system — replacing spreadsheets, disconnected tools, and manual processes.
Powered by Method’s platform, every workflow you create syncs directly with QuickBooks, ensuring clean accounting with no double entry. As your business grows, Templates adapts with you — every screen, automation, and workflow can be tailored to fit your evolving needs.
Website▾
Front End▾
Back End▾
External Integrations▾
Your Digital Storefront
A modern, responsive website fully connected to your business system.
- • Website design
- • Online forms
- • Lead capture
- • SEO
- • Hosting
- • Method integration
Two‑way sync with QuickBooks — no double entry, ever.
Your website, workflows, and operations stay perfectly aligned with your accounting.
Prebuilt Applications for Every Part of Your Business
Templates includes a full suite of ready‑to‑use applications that manage your daily operations — from estimates and invoices to work orders, events, calendars, and more.
Estimates
Invoices
Work Orders
Events
Booking Calendar
Appointments
Tasks
Schedules
Shipment Tracking
Forms
Items
Documents
Cases
Reviews
Gallery
Customized to Match Your Exact Workflows
Every business operates differently — and your system should reflect that. We tailor each application to your processes, data structure, automation rules, and customer experience.
Whether you need custom fields, workflow logic, approval steps, automation triggers, or industry‑specific UI changes, we adapt Templates to fit your business perfectly.
Integrations That Connect Your Entire Business
Templates connects to Google Workspace, Maps, Zapier, DHL, QuickBooks, Xero, and dozens of other systems — keeping all your external data synced automatically.
No more switching between apps or manually updating information. Everything stays synced, organized, and accessible.
Watch the Product Walkthrough
See how Templates connects your website, front end, back end, and integrations into one seamless business system.