{"id":12640,"date":"2020-02-20T10:20:00","date_gmt":"2020-02-20T15:20:00","guid":{"rendered":"https:\/\/www.method.me\/?p=12640"},"modified":"2026-01-05T14:22:19","modified_gmt":"2026-01-05T19:22:19","slug":"method-crm-features-to-get-excited-about","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/method-crm-features-to-get-excited-about\/","title":{"rendered":"Method CRM features to get excited about in 2026"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">2019 was quite the year at Method. From hosting <a href=\"https:\/\/www.method.me\/blog\/3-brand-storytelling-lessons-for-every-business\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">brand storytelling<\/a> workshops to attending small business conferences across the continent, there wasn\u2019t a dull moment.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is especially true for our development team, who\u2019ve been busy building the top <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/grow.method.me\/request-ebook\/?_ga=2.115240327.1888969092.1581702118-2089720475.1581702118\" target=\"_blank\">CRM features<\/a> our customers have asked for. Today we share the latest improvements to Method CRM and explore the benefits of our CRM features for growing businesses.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s get started!&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-features-roundup\">CRM Features Roundup<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-portals\">1. Portals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Method CRM\u2019s <a href=\"https:\/\/www.method.me\/features\/portals\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">portals feature<\/a> empowers your customers to self-serve as they can autonomously:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Pay <a href=\"https:\/\/www.method.me\/crm-quickbooks\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">QuickBooks invoices<\/a>&nbsp;<\/li>\n\n\n\n<li class=\"\">Check account balances&nbsp;<\/li>\n\n\n\n<li class=\"\">Edit contact details<\/li>\n\n\n\n<li class=\"\">View support requests<\/li>\n\n\n\n<li class=\"\">Review purchase history<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Beneficial to customers and employees alike, portals increase customer convenience and satisfaction without requiring 24\/7 support teams. With portals, your team can focus on tasks that add the most value to the business without risking a poor customer experience. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For us, that\u2019s a win-win.&nbsp;Below is a video that highlights how portals can help small businesses elevate their <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.method.me\/crm-quickbooks\/customer-management-software\/\" target=\"_blank\">customer experience<\/a>.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"padding:56.29% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913798296?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Elevate your customer experience with Method's portals\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As you can see, portals make it possible to provide excellent customer service while still having time to focus on what matters &#8211; growing your business.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-web-to-lead-forms\">2. Web to Lead Forms<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A crucial component of any CRM solution, our <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.method.me\/blog\/updates-to-web-to-lead-app\/\" target=\"_blank\">web to lead<\/a> form makes it easier than ever to convert your website visitors into paying customers. With this feature, you can now capture lead contact details seamlessly.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s an example of what a web to lead form looks like on our website.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"720\" height=\"669\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2020\/02\/image.png\" alt=\"\" class=\"wp-image-12643 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2020\/02\/image.png 720w, https:\/\/www.method.me\/wp-content\/uploads\/2020\/02\/image-300x279.png 300w\" data-sizes=\"(max-width: 720px) 100vw, 720px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 720px; --smush-placeholder-aspect-ratio: 720\/669;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fully customizable, you can edit these forms to include fields such as industry and company size, allowing you to gain market insight while capturing new leads.&nbsp;&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-how-it-works-nbsp\">How it works <\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Once a lead comes in through a website form, <a href=\"https:\/\/www.method.me\/\">Method <\/a>CRM automatically:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Makes the <a href=\"https:\/\/www.method.me\/crm-quickbooks\/lead-management-software\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">lead a contact<\/a><\/li>\n\n\n\n<li class=\"\">Creates a sales opportunity<\/li>\n\n\n\n<li class=\"\">Generates a follow-up activity<\/li>\n\n\n\n<li class=\"\">Sends a \u201cnew lead\u201d notification to your Sales Rep<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">With Method\u2019s web to lead app, you can be sure that no information goes awry and that all leads get the attention they deserve.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-user-permissions\">3. User Permissions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">With data security a top concern for <a href=\"https:\/\/www.securitymagazine.com\/articles\/90798-eighty-percent-of-smbs-rank-it-security-as-top-business-priority\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">80% of small businesses<\/a>, we\u2019re keen to share how our user permissions feature keeps your confidential information safe.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Rather than assigning users permission to view, edit, delete or approve items on an individual basis, you can replicate the permissions of other Method CRM users in similar roles. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So instead of having to manually adjust permissions for every new Sales Rep you on-board, you can copy their permissions to be the same as your other Sales Reps. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With <a href=\"https:\/\/www.method.me\/\">Method <\/a>CRM, your Sales Reps are equipped with the information they need from the get-go and your Office Manager isn\u2019t bogged down with access requests whenever a new team member starts.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-features-recap\">CRM Features Recap<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s a rapid-fire summary of the CRM features we\u2019re most excited about in 2026.\u00a0<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\"><strong>Portals. <\/strong>A one-stop-shop for all your customers\u2019 needs, portals increase customer convenience and satisfaction without requiring extra resources from your team.<\/li>\n\n\n\n<li class=\"\"><strong>Web to lead. <\/strong>Simplify your sales cycle with automated lead collection, creation, and assignment.&nbsp;<\/li>\n\n\n\n<li class=\"\"><strong>User permissions.<\/strong> Assign permissions based on role, not user, and maintain data security in a way that\u2019s efficient and scalable.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Ready to see these CRM features in action? Schedule a<strong> <a href=\"https:\/\/methodcrm.youcanbook.me\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">1:1 demo<\/a><\/strong> with one of our Customer Success Managers today!&nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><p style=\"font-size:18px\" class=\"has-text-align-center\"><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/methodcrm.youcanbook.me\/\" target=\"_blank\">Learn how<\/a> these CRM features enable small business success!<\/p><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><p style=\"font-size:12px\"><em>Image Credit: <\/em><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/unsplash.com\/photos\/2FPjlAyMQTA\" target=\"_blank\"><em>John Schnobrich<\/em><\/a><em> via Unsplash<\/em><\/p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We share the latest improvements to Method CRM and explore the benefits of our features for growing businesses. <\/p>\n","protected":false},"author":24,"featured_media":12647,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[229,117],"tags":[],"class_list":["post-12640","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-method-customers"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Method CRM features to get excited about in 2026 &#8212; Method<\/title>\n<meta name=\"description\" content=\"Our development team has been busy building the top CRM features our customers have asked for. 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