Unlock the Full Power of Method:CRM
Method is one of the most customizable CRMs on the market — but only if you know how to unlock it. We design custom screens, workflows, automations, and integrations that transform Method into a system tailored to your business.
What Is Method Customization?
Method:CRM is powerful business tool because it’s flexible. It connects to accounting softwares (QuickBooks, Xero) to the custom applications that manage the other aspects of your business unique to you. Every screen, workflow, and process can be customized to match your exact business needs — giving you a system that works the way *you* work.
What You Can Customize
- • Custom screens and layouts
- • Automated workflows
- • Lead intake forms
- • Customer portals
- • Reporting dashboards
- • Integrations with other tools
Why It Matters
- • Save time with automation
- • Reduce errors and double‑entry
- • Improve customer experience
- • Centralize your data
- • Scale your operations
- • Build competitive advantage
How Customization Works
1. Discovery
We learn your workflows, pain points, and goals.
2. Design
We map out screens, workflows, and automations.
3. Build
We develop your custom Method components.
4. Launch
We test, refine, and support your rollout.
Real Customizations. Real Results.
Here are some examples of customizations completed for past clients:
Photograph Verification
Verify job completion with photos uploaded by technicians and visible on the customer portal.
Company Dashboard
All company metrics in one place — live and easily adjustable.
Shipment Tracking
Live updates on shipment status, visible to both staff and customers.
What Clients Say
“Cameron helped us automate our entire estimate workflow. We save hours every week.”
— Sarah, Home Services Business
“Our custom screens make Method so much easier for our team. Total game‑changer.”
— Mark, Construction Company
“The integrations Cameron built keep everything synced. No more double‑entry.”
— Jenna, Accounting Firm
Flexible Plans for Every Business
Choose the plan that fits your needs — whether you want occasional help or ongoing support.
Pay‑Per‑Use
$75/hour
Perfect for small updates, one‑off fixes, or occasional customization.
- • No commitment
- • Pay only for the hours you use
- • Ideal for small enhancements, updates, and/or scoping sessions
- • Great for testing the waters
- • Tell us about your business needs in your Free Consultation
Dedicated Service Plan
$50/hour
Best for businesses that want ongoing support, continuous improvements, and predictable costs.
- • Minimum 3 hours/month
- • 3‑month minimum commitment
- • Priority scheduling
- • Monthly review & optimization
- *Additional hours above prepaid time for month billed at $75/hour