Our Consulting Services


At Cloud Consultancy, we apply our combined 50-plus years experience to help you devise the best solution to your business needs. We offer support, training, and customization for our AERO Workflow Manager App and for Method:CRM. In addition, we can create custom workflow solutions using our J+ platform.

 

Custom Workflow Solutions

Through our J+ platform, we create highly customized web apps, portals, reports, and more. Our custom workflow solutions can pull resources from a wide variety of locations, including QuickBooks Online, into a single web app, portal or report that will work on smart phones and tablets as well as a traditional desktop environment. If you’re interested in a custom workflow solution from Cloud Consultancy, contact us.

Method:CRM Customization

As Advanced Method Certified Partners, we are happy to take on large and small customization projects alike. We can help you with anything from a few custom reports to a complete custom application on the Method:CRM platform. We have a “no surprises” consulting philosophy: All work is carefully outlined and quoted before we begin, and then any change requests are carefully documented and quoted as well.

Method:CRM Training

There are a lot of free resources available through our website and blog as well as through the Method Community. However, in many instances our clients prefer to use our training services rather than the do it yourself approach. As a business dedicated to operating in the cloud, we train primarily through web meetings, but are happy to travel to your site for in person training if you feel it’s needed. With offices on both coasts, we are staffed to provide training when it is convenient for you and your staff.

Method:CRM Account Management

If you need more personalized service than Method can offer, you can have Cloud Consultancy manage your Method account. As account managers, we are your dedicated point of contact for support, training, consulting, and customization, with Method Headquarters only being responsible for emergency technical support. We’ll know you and your company’s needs and be able to provide highly personalized service and the reactivity of a small team. Contact us to find out how you can have Cloud Consultancy manage your Method account.