Unique Workflow Solutions in Quickbooks for Fast-Growing Businesses

THE WORLD’S BEST
Method CRM CUSTOMIZERS

We specialize in building custom systems that simplify your operations, automate your workflows, and help your business scale with confidence.
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What Sets Us Apart:
  • Data-Driven Strategies
  • Proven Results
  • Scalable Growth
  • Trusted Expertise

Method CRM CUSTOMIZATION

Over 11 consecutive years of experience as a Method:CRM developer and consultant, I am one of the most experienced Method:CRM partners in customizing Method:CRM. I helped build the software itself in my 7 years as an employee at Method:CRM. I trained most Method:CRM partners and lots of the internal customization team in the company on customizing Method:CRM. I guarantee that no one knows Method:CRM inside/out like I do.

APP INTEGRATIONS

Whether it’s with Method:CRM, directly with QuickBooks, or between different apps, we’ve built hundreds of integrations that take your workflow in mind. We can make any app talk to any app and keep your data clean and efficient.

WORKFLOW OPTIMIZATION

As small business engineers, we believe that every business is unique and that there are no one-size-fits-all solutions. We can audit your current business and build online workflows that solve your unique problems. We apply engineering principles to our problem-solving, thus taking into account your scalability and the need to adapt to a changing market.

Our Core Services:

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Method CRM Customization

With over 11 years of experience in Method CRM development and consulting, our expert offers unmatched insight into tailoring Method CRM for any business process. Having helped build the software and trained both partners and internal teams, we bring insider-level expertise to every project—ensuring efficient, and seamless customizations.

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Smart App Integrations

From Method CRM to QuickBooks and other platforms, we’ve developed hundreds of powerful integrations built around the way businesses actually work. Our team specializes in making any app communicate smoothly with another—streamlining processes, and keeping your data clean, consistent, and efficient across all systems.

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Workflow Optimization

As small business engineers, we believe that every business is unique and that there are no one-size-fits-all solutions. We can audit your current business and build online workflows that solve your unique problems. We apply engineering principles to our problem-solving, thus taking into account your scalability and the need to adapt to constant change.

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Why Hire Us?

Over a decade of hands-on experience with Method CRM and QuickBooks — We actually helped build the software and know it inside out!
Why Hire Us?
  • Proven track record in Method CRM
  • Expertise in working with SMEs across a variety of industries
  • Strategic long-term partnerships with other service-providers
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We Helped Build The Software

Our founder Marwan was a Method CRM employee for 7 years where he worked as a Customization Specialist and then became a Product Manager. In his time being a Customization Specialist, he became a mentor and top performing Method CRM Consultant with 1000’s of workflows built for various businesses. As a Product Manager, he was responsible for building new features for the software. We guarantee you will not find a more experienced Method CRM expert who is available to work with you out there!

  • Proven track record in multiple industries
  • Expertise in both startups and large enterprises
  • Strategic guidance for overcoming complex challenges

Marwan maintains a very close friendship with Method CRM. He is a certified partner. Working with him will give you immediate service as well as direct and quick access to his friends who work at Method CRM. You are guaranteed the absolute top Method CRM service with access to their backdoor.

We have extensive knowledge in QuickBooks’ architecture and backend. We’ve created multiple apps that are built on QuickBooks. We have also competed in multiple Hackathons hosted by QuickBooks and were a finalist in one where we built an app for field service businesses that fully integrates with QuickBooks. Eventually our founder Marwan was invited to be a judge in their Hackathons.

We are one of the few Method CRM experts who have extensive knowledge in Method CRM Classic. In his time at Method CRM, Marwan used to train and teach partners and Method CRM customizers on how to customize using Method CRM Classic.

Industries Served

We are experienced in customizing Method CRM for clients across a wide range of industries.

We also build tailored CRM solutions that match your true business needs.

Seed and Inventory Storage
Custom Fabrics, Art, and Designers
Machine Maintenance and Manufacturing
Shopify & WooCommerce Retail
Accounting & Bookkeeping
Trucking and Transportation

Seed and Inventory Storage

Custom Fabrics, Art, and Designers

Machine Maintenance and Manufacturing

Shopify & WooCommerce Retail

Accounting & Bookkeeping

Trucking and Transportation

Waste Brokerage & Construction

Professional Services

Home Watch & Security

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We add value by focusing on understanding your business and applying our experience and implementation approach.

Our Focus

We prioritize strategic clarity, sustainable growth, and measurable impact, ensuring businesses stay ahead in a dynamic market.

Our Approach

Combining data-driven insights with tailored solutions, we create actionable strategies that drive real business results.

Our Experience

Years of hands-on consulting have helped organizations navigate complexity, unlock growth, and achieve lasting transformation.

Find the Right Solution

Quickly identify and resolve revenue blockers with a comprehensive business audit. We uncover hidden challenges and provide strategic solutions to restore growth.

Revenue Optimization Strategies
Quickly identify and resolve revenue blockers with a comprehensive business audit.
Pricing & Profitability Analysis
Quickly identify and resolve revenue blockers with a comprehensive business audit.
Revenue Optimization Strategies
Quickly identify and resolve revenue blockers with a comprehensive business audit.
Book A Free Strategy Call

Unlock new growth opportunities with expert scalability strategies. We help you optimize operations, expand efficiently, and maximize long-term success.

Customer Retention Strategy
Uncover hidden churn risks and improve customer lifetime value with a data-driven retention audit.
Operational Efficiency Review
Streamline workflows and eliminate inefficiencies to boost performance across every department.
Go-to-Market Strategy Support
Launch with confidence using proven frameworks tailored to your product, market, and goals.
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Gain a competitive edge with in-depth market intelligence. We analyze your competitors’ strengths and weaknesses to position your business for sustainable advantage.

Competitive Landscape Analysis
Gain a clear view of your market position with deep insights into competitor strengths, weaknesses, and strategies.
Competitor Marketing Breakdown
Understand where your competitors are winning online—and where you can outperform them.
Competitor Intelligence Reports
Access actionable intelligence on your top competitors to inform smarter, faster business decisions.
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Trusted by 124 SMBs Around The Globe; Proven by Results.

From emerging startups to established global leaders, our clients rely on our expertise to overcome challenges, seize opportunities, and achieve measurable results.
11+
Years of continuous experience
From being the Lead Solutions Consultant to Product Manager. Now helping small-medium size businesses operate at maximum efficiency.
17+
average hours/week saved per user
That is roughly 8,580,000 hours saved over 11 years. Which is almost 103 human career lifetimes of productivity.
$500
Million Revenue Growth
Optimizing operations for sustainable profitability
95%
Client Retention Rate
Delivering measurable results that matter
92%
Customer Retention
Since the launch of Alef Team Business Solutions, we continue to work and build long lasting relationships with our customers.
Fran Reed
Entrepreneur, Salon Bank
“Partnering with Execor has been a game-changer. Their expert accounting support gives me the clarity to focus on strategic growth, confident that our finances are in perfect order.”
45%
Revenue Growth After Expansion
Kirstin Keiser
CEO, TAX Com
We have had the pleasure of working with Marwan Dajani since 2015, initially during his time as an employee with Method and more recently as an independent developer and consultant. Marwan has been instrumental in customizing and building out our CRM system, Method, and has become a trusted partner in our business. Marwan’s deep understanding of our company and his ability to intuit our goals have made him an invaluable resource. He consistently adapts the system to meet the needs of our end users, offering thoughtful and flexible solutions to any challenge. His extensive knowledge of the platform allows him to present multiple options for solving a problem, clearly explaining the pros and cons of each so we can make informed decisions. Thanks to Marwan’s expertise and dedication, our CRM has evolved into the single most powerful tool we use to manage our sales operations. His contributions have been imperative to our success, and we highly recommend him to any organization seeking a skilled, insightful, and reliable CRM consultant.
30%
Revenue Growth After Expansion
Patrick Lawson
COO, Horizon Retail Group
Scaling our business felt overwhelming until we partnered with this team. They conducted a thorough market analysis, identified growth opportunities, and helped us expand into three new markets without disrupting our operations. Their structured, step-by-step approach made the entire process seamless, and their insights continue to shape our long-term success.
45%
Revenue Growth After Expansion
Mark Jones
CEO, TAX Com
We were struggling to streamline our operations and keep up with demand. Working with this team changed everything. They assessed our workflow, pinpointed bottlenecks, and implemented smart systems that saved us hours every week. Their strategic guidance didn’t just fix problems—it empowered our team to perform at a whole new level. We’re now more efficient, responsive, and ready to scale.
30%
Cost Reduction Through Process Optimization
Chris Kempa & Jim  Lennon
CEO, Credi Goo
We trusted Marwan to implement a complete scheduling solution in Method CRM, and the results have been transformative. He streamlined and automated our internal operations, dramatically improving our efficiency from scheduling, to invoicing, to getting paid. Choosing Marwan proved to be a significantly more cost effective and flexible alternative to building custom software. Marwan felt more like a partner in our business than a consultant. We always had 1:1 collaboration and direct communication with Marwan, which gave us the responsiveness and personal attention we were looking for. His expertise is unmatched, and he kept us involved in every step of the process. Everything was built with our experience in mind. We highly recommend him for any QuickBooks and Method CRM needs.
3x
Faster Market Expansion with Our Growth Strategy
Arielle Alessandrini
COO, Origin Fire Health
Marwan is absolutely amazing and cares about his clients and the work they need. Extremely easy to do business with and a very kind person.
15%
Patient satisfaction in less 6 months
Joseph Musgrave
COO, Origin Fire Health
“Extremely detailed and crafted the project with extensive research. Truly professional throughout. Justin patiently collaborated through multiple revisions and maintained exceptional communication.”
20%
Patient satisfaction in less 6 months
What Our Clients Say
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Change Starts With a Conversation

Have a Challenge or an Idea?
Fill out the form, and let’s talk about how we can support your business with tailored solutions.
Email us at:

marwan@alefteam.com

Call us at:

+1 416-831-9316

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Case Studies

Check out some of our success with Method CRM projects across industries like inventory, e-commerce, and field services. Each case study showcases real results achieved for our clients such as: streamlined workflows, fewer errors, and faster operations.
Resource Site Services (Atlanta, GA)
Lawson Drayage Inc.

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