AI with Templates
Less typing. More done.
AI can build your customizations from a conversation and reduce the information your team has to enter by hand. Here is what you can use now and what we are building next.
Book your free consultationAvailable now
Method AI
Customize your CRM by describing what you need.
- Ask for a new field or column on a screen, such as a part number on invoices
- Build automations from a plain-language request
- Works inside your Method:CRM account, so Templates applications benefit too
Method AI is currently in beta, and availability is set by Method.
Available through partners
CRAge
A service that connects with Method, which we can set up for you today.
- Connects to your Method data
- We can configure it alongside your Templates applications
Ask us in your free consultation whether it fits your needs.
Planned
Gemini image reading
Let a photo do the data entry.
- Identify what is in an image, such as a product, part, or item
- Extract text from photos of labels, receipts, or documents
- Fill in the matching fields in your system for you to review
This is on our roadmap using Google Gemini. It is not available yet.
Tell us where manual entry slows you down
We will show you what can be automated today and what is coming.
Book your free consultation