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Method CRM Customization

Take advantage of our 11+ years of experience as Method CRM customization experts and product manager.
We are a proud member, of the:
  • Association of Accredited Small Business Consultants
  • A+ rated Member with the BBB of Arkansas
What We Do?

Full Method CRM Experience

With over 11 years of hands-on experience as a Method CRM expert, Marwan is among the most seasoned Method partners in the industry. He provides professional customization for existing workflows, builds unique apps, and supports businesses still using Method Classic. Over the years, Marwan has trained numerous official Method partners on customization and helped develop core features found in Method today—including Portals and the Insights Dashboard. Simply put, no one knows Method CRM inside and out like Marwan does.

For businesses new to Method, Marwan offers complete setup support with any version of QuickBooks Desktop or QuickBooks Online. As a former product manager at Method CRM, he played a key role in designing the onboarding and setup experience, giving him deep insight into how to ensure every account is configured perfectly from day one.

Today, as a certified Method Partner, Marwan can also provide free trial access to Method CRM. With client permission, signing up through his affiliate link allows him to be added to their account—at no additional cost—so he can personally assist in setting up and customizing the system for success.

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Why Hire Us For Method CRM Customization?

Gain insider-level access that lets us customize your CRM far beyond standard limits, ensuring smoother workflows and deeper integrations.

Services Offered

Our Consulting and Coaching Services

We help you achieve your goals with customized strategies, practical solutions, and hands-on execution to drive success.
Helped build the software

I was a Method employee for 7 years where I worked as a customization specialist and then became a product manager; then immediately continued my Method journey as a partner. In my time being a customization specialist, I became a mentor and top performing lead Method consultant with 1000’s of workflows built for various businesses in different industries. As a product manager, I was responsible for building new features for the software that power users rely on today. Today, I continue to help SMBs build workflows and optimize their businesses on Method CRM. I have never stopped working in Method. You will not find a more experienced Method expert who is available to work with you TODAY out there.

  • Proven track record in multiple industries
  • Expertise in both startups and large enterprises
  • Strategic guidance for overcoming complex challenges
I maintain a very close friendship with Method. The leadership team and the top experts at Method are some of my closest friends. Working with me will give you backdoor access to Method’s world class support and higher prioritization for any hiccups you might encounter.
I am one of the few Method experts who have extensive knowledge in Method Classic. In my time at Method I used to train and teach partners and Method customizers on how to customize using Method Classic. I was one of the support customization experts when the newer versions of Method was released. Since then, I have been migrating users from Classic to New. I was responsible for relaying the feedback to the development team on how to improve the newer version before I was a Product Manager. I have skin in the game. I hold the title of the “World’s Best Method Customizer” for a reason.

Maximize Profit & Increase Operational Efficiencies

Business Planning, Operations, & Revenue Growth

Marketing, Sales, Retention, & Customer Experience

Sales & Customer Service Training

Recruiting, Staffing, & Culture

Processes & Workflows

Call Us Today to Schedule a Free Consultation

Book A Free Strategy Call

Our Approach

We believe that every business is unique. Therefore, our approach to solving problems and pricing needs to be customizable and unique. One thing you can count on is that our approach is grounded in experience and engineering principles.

Intro Call: Free Architecture & Strategy Session​

✓ See if we are a good fit for each other. We strive to be your partner rather than just a vendor.

✓ Instead of offering a free hour that barely covers your needs, we offer value from the first time we communicate with you by giving you a free strategy session so that you know what you are paying for without any doubt.

Sign Letter of Engagement

This is the ONLY official admin work we ask of you and it only requires you to read and sign a document. This is where we agree on payment terms.

Work In Progress

✓ We use agile methodology to our development process, which allows us to move fast.

✓ We keep you involved in every step of the process to collect feedback early.

✓ You’ll find us easy to work with and without any rigid process. We encourage you to test and keep communication open so that we focus on solving problems rather than checking a checklist.

Nurture a Long-lasting Relationship

✓ You can end our contract at any time you please. Our retention rate is 91%, which means that most of our clients are still working with us.

✓ We assume a multi-year partnership with you. Your success is our success, and we aim to continue to be the world’s best at our craft, so you should expect that.

How Do We Do It?

Our Approach​

We believe that every business is unique. Therefore, our approach to solving problems and pricing needs to be customizable and unique. One thing you can count on is that our approach is grounded in experience and engineering principles.

01
Intro Call: Free Architecture & Strategy Session​

✓ See if we are a good fit for each other. We strive to be your partner rather than just a vendor.

✓ Instead of offering a free hour that barely covers your needs, we offer value from the first time we communicate with you by giving you a free strategy session so that you know what you are paying for without any doubt.

02
Sign Letter of Engagement


This is the ONLY official admin work we ask of you and it only requires you to read and sign a document. This is where we agree on payment terms.

03
Work In Progress

✓ We use agile methodology to our development process, which allows us to move fast.

✓ We keep you involved in every step of the process to collect feedback early.

✓ You’ll find us easy to work with and without any rigid process. We encourage you to test and keep communication open so that we focus on solving problems rather than checking a checklist.

04
Nurture a Long-lasting Relationship

✓ You can end our contract at any time you please. Our retention rate is 91%, which means that most of our clients are still working with us.

✓ We assume a multi-year partnership with you. Your success is our success, and we aim to continue to be the world’s best at our craft, so you should expect that.

Expertise

Our team consists of experienced marketing professionals with a proven track record across various industries. With deep expertise in the latest marketing trends, best practices, and social platform technologies, we provide valuable insights and strategic recommendations to help businesses thrive.

Meet the Team
Our Services

Comprehensive Solutions

We Analyze, Strategize, and Drive Results. No matter the challenge—big or small—we deliver solutions for lasting growth.

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Marketing, Sales, & Retention
Operations Management
Talent Acquisition

Frequently Asked Questions

If you have any questions, feel free to contact us or schedule a free consultation with our team of experts.

Book A Free Strategy Call
Do I need a partner to customize Method CRM?
No, but it does make it quicker and more accurate. Method is connected to your QuickBooks or Xero file. Do not leave it to chance what could happen. Marwan at Alef Team Business Solutions is the most experienced partner when it comes to Method CRM customization as he was a product manager that built the software. He knows Method inside/out and that is the best investment you can make for your Method customization.
If you ask the Method team on who the best Method CRM customization expert is, they will give you a diplomatic answer that will not point you in any direction. Method trains their employees to stay neutral. We know this because Marwan worked at Method for 7 years as a lead consultant and product manager. He trained the staff at Method and was trained on the same thing. Alef Team Business Solutions is the world’s best Method Customization experts as we have 11+ years of continuous experience in Method, making us more senior than the staff of Method. We helped build the software, making us the most experienced Method experts out there.
If you use any version of QuickBooks or Xero, then Method CRM can be a good fit for you. Method is a platinum app under the QuickBooks marketplace, apps.com. It is the highest rated CRM for QuickBooks. The best way to know is to talk with Alef Team as they have the most experience to assess your industry and what Method CRM can do for you.
Absolutely. Method has an open API. Alef Team Business Solutions has built hundreds of integrations with various apps: WooCommerce, Shopify, ShipRush, SOS Inventory just to name a few popular ones. We also built integrations directly with web forms on a client’s website. The advantage of having Alef Team Business Solutions as your integration partner is that we engineer workflow solutions rather than just an API call between two apps. We are also partners with Pipedream, an app integration platform that allows you to take your Method API capabilities further without the costs of a developer.

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