Crafting Clouds

Method CRM Expert for Custom Workflows, QuickBooks Integration, and Implementation

Work directly with Yousif Hakim, a former Method Lead Solutions Consultant and Method CRM consultant with 11+ years inside the platform, 480+ custom builds, and deep experience turning messy operations into clean, automated systems.

Trusted by

Trusted Client
Trusted Client
Trusted Client
11+ Years

Customizing Method CRM

480+

Custom Builds Delivered

Lead Consultant

Former Role at Method CRM

Method Certified Partner

Your Business Shouldn't Bend to Fit Your Software

Most businesses buy Method CRM and immediately run into the same wall: the out-of-the-box setup doesn't match how they actually operate. So they duct-tape workarounds together, re-enter data into spreadsheets, and waste hours every week on tasks that should be automatic.

I fix that.

If you're searching for a Method CRM Expert, you probably need more than a few field changes. I design and build Method CRM customization, workflow design, automations, and integrations that mirror how your business actually runs, from first contact to final invoice. No generic templates. No forcing you into someone else's process. Just your operations, streamlined and automated inside the platform you already use.

Method CRM Services

Method CRM Consulting Services Built Around How Your Business Works

Whether you need a Method CRM consultant for a new implementation, a rescue project, or a deeper QuickBooks integration, every build starts with the same question: how should the workflow operate when it is finally easy for your team?

Method CRM customization

Custom screens, tables, buttons, action logic, automations, dashboards, and app flows built around your actual sales or service process.

Method CRM implementation

New account setup, process mapping, data structure, launch planning, and team handoff when you need Method implemented cleanly from day one.

Method CRM workflow design

Lead intake, quoting, scheduling, approvals, work orders, invoicing, follow-ups, and reporting designed as one connected operating system.

QuickBooks integration

QuickBooks Online, QuickBooks Desktop, and Xero sync workflows that keep customer, item, estimate, invoice, and payment data moving reliably.

Real Results from Real Clients

Liquid Liner logo
Liquid LinerField Service
12 hrs/week saved
A2Z Supplies logo
A2Z SuppliesWholesale
18 hrs/week saved
Indiana Residential logo
Indiana ResidentialResidential Services
30 hrs/month saved
Case Study

Liquid Liner: From Scheduling Chaos to a Fully Automated Method CRM Booking System

Liquid Liner is a bathtub refinishing company serving multifamily properties across Ohio, expanding into Detroit and Chicago. With a growing service team spread across multiple cities, their operations were breaking down.

12 hours per week saved

in admin time after going live

The Problem
  • •Reps constantly being double-booked
  • •Requests coming through multiple channels, some getting missed entirely
  • •Long turnaround from request to technician on-site
What I Built
  • •WordPress website integrated directly with Method CRM
  • •Smart time slot system that auto-assigns technicians by city and availability
  • •Request review/approval flow to filter spam before creating work orders
  • •Services mapped to QuickBooks items so work orders come pre-filled
  • •Team can block time off and availability updates automatically
The Result
  • •Zero double bookings
  • •All requests consolidated into one channel
  • •12 hours per week saved in admin time
  • •Dramatically shorter turnaround from request to technician on-site

Watch the full 17-minute walkthrough of the Liquid Liner build above.

Background

A Decade on the Inside

I started at Method. Not as a partner, as an employee. I was promoted to Lead Solutions Consultant, where I was responsible for solving the most complex client challenges and mentoring other consultants on the platform. I didn't just customize Method, I helped build it. Apps, tools and systems I created during my time as an employee still power parts of the platform and generate revenue for Method to this day.

After 11+ years and 480+ custom builds across industries like field service, manufacturing, wholesale, professional services, and ecommerce, I've seen every edge case Method can throw at you. I've built in Classic and in the modern platform. That background helps me plan Method CRM implementation work, rescue broken builds, and design durable workflows faster than a general CRM consultant starting from scratch.

You bring the problem. I'll bring the solution, and it'll be live before your next quarterly review.

Industries

Industries I Customize Method CRM For

Method CRM works best when it reflects the details of your operation. I've built systems for teams that sell, schedule, dispatch, manufacture, quote, invoice, and support customers every day.

Field service
Wholesale and distribution
Manufacturing
Professional services
Ecommerce
Residential services

Your Build Starts This Week, Not Next Quarter

My clients don't wait. Most custom workflows are scoped, built, and delivered within 2 to 4 weeks. Need something faster? One client had a working prototype to test within 36 hours of our first call.

This isn't about cutting corners. It's what happens when someone has built 480+ workflows on the same platform for a decade straight. I've already solved your problem, or something very close to it. That experience compresses timelines dramatically.

Every project includes:

  • A clear scope and timeline before we start
  • Direct communication with me, not a junior, not a team, just me
  • Screen-recorded training materials so your team actually adopts the build
  • Ongoing support after go-live

Trusted by Businesses Who Needed It Done Right

D Tools Cloud + QueryBob API Integration with QuickBooks

"I found Yousif and Crafting Clouds when I was searching for help setting up Method. I have worked with many developers in the past, and it usually takes forever to get anything done. Yousif did a zoom call with me. He immediately grasped what my company does and he explained all the ways that he can integrate method into my CRM. Within 36 hours I had something to play with and check out. I have since gone back to Yousif for adjustments and tweaks that we needed. In every case, turn around was usually within 24 hours. I could not be happier with the client service and relationship that has developed between Knight Nets and Crafting Clouds."
B
Bob Ordan
Owner, Knight Nets Inc.

Wordpress Website Integration with Method CRM

"We were on the verge of switching CRMs entirely until we met Yousif. After trying multiple platforms and working with several consultants, we struggled to find someone who truly understood our business and could deliver what we needed. Enter Yousif: from day one, his project management, communication, and deep understanding of our operations set him apart. He took the time to learn the ins and outs of our business before making any recommendations, and the results have been nothing short of exceptional."
T
Tyler Dunagin
Manager, Liquid Liner

Custom Pricing Suite for Wholesale Sales Team

"We're a wholesale supplier, and pricing is everything in our business. Every customer has negotiated rates, and before Yousif, we were tracking all of that on spreadsheets. My sales reps would be on a call with a customer and have to dig through files just to find the right price. Sometimes they'd get it wrong. That meant escalations, unhappy customers, and deals that took hours when they should've taken minutes. I brought this problem to Yousif and he built us a suite of custom apps inside Method CRM that changed how my entire sales team operates. Now every negotiated price is in the system. My reps pull it up instantly, negotiate on the spot, and close without ever leaving Method. No spreadsheets. No guessing. No escalations. Literally zero since we went live. The whole thing saves us around 18 hours a week across the team. But honestly, the bigger win is that my reps are now confident on every call. They're not second-guessing prices or putting customers on hold. That's the difference Yousif made. If you're running a business on Method and you haven't talked to Yousif yet, you're leaving money on the table."
D
Diego Aisenberg
Co-owner, A2Z Supplies

Method CRM Consulting and Implementation

"Highly recommend Crafting Clouds. Yousif was extremely thorough, transparent, and professional throughout the entire process. It was a pleasure working with him and the experience exceeded our expectations."
A
Alejandra Gutierrez
Financial Controller/Partner, NPC Home Services

Method CRM Process Optimization

"I highly recommend working with Yousif Elhakim at Crafting Clouds. His knowledge of Method CRM is exceptional, and he quickly understands both the technical side and the real-world business needs behind it. He has saved me a significant amount of time by streamlining processes, improving efficiency, and helping us get much more out of the system than we were before. What really stands out is how responsive and solutions-oriented he is: he doesn't just fix issues, he improves how everything works. If you're using Method CRM and want to work smarter, Yousif is absolutely someone you want in your corner."
P
Paula Cappos
Operations Manager, ULTRA Ingredients
App Marketplace

Prebuilt Apps for QuickBooks and Method CRM, Ready to Deploy

Not every problem needs a custom engagement. These are production-tested apps based on real client work. Deploy now, customize later, saving you weeks of build time and thousands in development costs.

Crafting Clouds Field Service Time Tracking App for Method CRM
Advanced Pricing App

Restores the Advanced Pricing functionality lost in the QuickBooks Desktop to QuickBooks Online transition. Set custom pricing rules by customer type, item, class, and sales rep.

PricingQBOSales
Lead Capture via SMS

Turn inquiries into intake forms instantly. Send an SMS to a new lead or existing customer with a branded intake form. Responses flow directly into Method.

SMSLeadsAutomation
Field Service Time Tracking

Give your field technicians a simple, mobile-friendly way to log time on-site. Data flows back into Method and syncs with your invoicing workflow.

Time TrackingField ServiceMobile

More apps coming soon. Have a workflow you think should be productized? Let me know.

Simple Process

How We Work Together

Step 01

Free Strategy Call

We talk about your business, your pain points, and what you need Method to do. No sales pitch. If I'm not the right fit, I'll tell you.

Step 02

Scope & Timeline

You get a clear project plan with deliverables, timeline, and investment before any work begins.

Step 03

Build & Iterate

I build in focused sprints and check in with you along the way. You'll never be surprised by what gets delivered.

Step 04

Training & Handoff

Every build comes with screen-recorded training materials tailored to your team. I don't disappear after delivery.

Exploring Method CRM for the First Time?

Method is the #1 customizable CRM for QuickBooks and Xero. It syncs natively with your accounting data, eliminates double entry, and can be tailored to fit virtually any business workflow.

Not sure if it's right for you? Book a free setup session with me. I'll help you understand what Method can do for your specific business, no commitment, no pressure.

Book a Free Setup Session

Frequently Asked Questions

Work With a Method CRM Expert Who Has Built 480+ Custom Systems

11+ years inside Method CRM. Former Lead Solutions Consultant. Prebuilt apps ready to deploy. Let's talk.

Book a Free Strategy Call