Method is a technology company headquartered in Toronto that develops customer relationship management (CRM) platforms for small businesses. Its primary product, Method CRM, is designed for companies that have outgrown spreadsheets and generic software. The platform connects directly with accounting solutions like QuickBooks and Xero to automate business workflows, employing AI and no-code customization to allow tailored configurations without developer resources.
The company serves thousands of customers across field services, construction, manufacturing, and professional services. Method has been operating for over a decade, building its product around the specific operational needs of these industries rather than offering a generalized tool.
From a technical perspective, the platform emphasizes two core domains: artificial intelligence for smarter workflow automation, and a no-code framework that enables businesses to adapt the software to their processes. New customers can access a 10-day free trial and a complimentary one-hour setup session to evaluate and onboard the product.
