Simply put, Method is a Low Code No Code Platform first. Secondly, it’s a CRM.
Businesses and Non-profits that use Method typically do so to either streamline their operations and grow sales.
It’s incredibly extensible, easy to use, cost effective, and can be customized into a complete ERP. This is especially true because it's so tightly woven with QuickBooks. When you open a new Method account it must connect to a QuickBooks account and much of the data in QuickBooks becomes immediately available for reporting and building your system into an ERP like solution. It’s also important to understand that Method is usually configured to have data syncing back and forth between QuickBooks and Method. This means that your system is operating on the principle of a single source of truth.
To get a better sense of the platform and how it all comes together it is helpful to understand that part of Method’s platform is the Method marketplace. This marketplace is made up of what Method calls app packs. An app pack is a collection of prebuilt Method apps. A Method app is a collection of Method screens built around a common theme and common data. There are two ways to add functionality to your account. The first is by installing an app pack and the second is by building your own apps from scratch.
Sometimes Method is referred to as MethodCRM. When you create a new trial account it comes preloaded with the Contact Management and Sales app packs. With these installed Method becomes a fully featured CRM hence sometimes calling itself MethodCRM rather than just Method.
Does your business need to streamline? How about sales growth?
Interested in how Method can improve your business? Let’s talk!!
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