Customization sets Method CRM apart from other CRM apps – but do I NEED to customize?
Method CRM is a full featured CRM “out of the box”. So you don’t *need* to customize anything. We, however, feel that your business is unique in many ways, and that your company will run more efficiently with customization. When the time comes that you want to customize something in Method CRM, you can do it yourself, or you can ask your Method rep for a quote, or you can contact one of the over 150 certified Method Solution Providers listed on our website.

What is the difference between the CRM and CRM Pro versions?
Method CRM Pro is full featured, whereas Method CRM limits how much customization you can do. In addition, CRM Pro also allows you to install other Method applications like Method Field Services, Method Professional Services and Method Expense Reports, as well as 3rd party apps like ContactSync. When you sign up for your trial you can choose to start on either CRM or CRM Pro, but you can easily upgrade or downgrade at any time.

What else does Method CRM integrate with?
We have a Microsoft Outlook add-in. We integrate with Google Maps for routing. There is a very powerful Import / Export / Update tool for Excel. We have an extremely powerful and simple MethodAPI for 3rd party software developers. And, of course, Method CRM integrates with the other apps available on the Method Application Library.

What version of QuickBooks do I need to run with Method?
If you’re a UK, Australian or Canadian QuickBooks user, you’ll need 2008 or higher (with all of the latest updates installed). These versions of QuickBooks use a different database structure and SDK vs. the US QuickBooks versions. If you’re using US QuickBooks, you’ll need 2004 Pro or higher. For all versions of QuickBooks, you will need to use QuickBooks Pro or higher. If you're using Simple Start, you'll need to upgrade to at least the Pro version of QuickBooks.