Customizing MethodCRM

The main advantage of Method over other solutions is that it can be customized from head-to-toe. This customization can be done by you or you can engage us through a support agreement. Whether your customization needs are as simple as adding new fields and actions to existing screens, or creating a brand new application from scratch, we are available to help you create and implement the perfect solution for your company.

How does this process work?

The process is broken down into 2 phases.

  • Scoping Phase
    • Identifying your overall mission, goals, budget and timeline.
    • Identifying your must have requirements that you can’t live without.
    • Highlighting your current workflow process and desired workflow process.
    • Identifying any reports that should be included.
    • Identifying any internal terms or lingo we should be aware of.
  • Blueprint and Programming Phase
    • Creating screen and report blueprints
    • Programming
    • Testing

For additional detail on the Scoping Phase or Blueprint/Progamming Phase