How to set up and use Method:CRM

Use these resources to learn the basics of Method:CRM and become the product expert your clients need.

Study time: 18 minutes

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Logging into Method:CRM

Learn how to take advantage of Method:CRM’s single-sign-on feature.

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Sign in with Intuit

Find out how to sign in to Method:CRM with your Intuit credentials.

Sign in with Google

Find out how to sign in to Method:CRM with your Google credentials.

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Sign in with Xero

Find out how to sign in to Method:CRM with your Xero credentials.

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Welcome to Method:CRM!

To get started, use Method:CRM’s single-sign-on to access your account. Once you are logged into Method:CRM, feel free to explore our dashboard or dive into your favorite apps

Next, you’ll want to make sure you set up your account settings. You can set up your branding, add additional users, and configure email settings.

What’s more? In Method:CRM you can create custom templates for your reports, invoices, and more with the Web Report Designer.

Getting started with Method:CRM

Learn the ins and outs of Method:CRM in 5 minutes with these videos.

Dashboard Overview

A quick video to go over the navigation of Method:CRM’s account dashboard.

Video length: 1:55 mins

Adding Users

A step by step guide of how to add users in Method and adjust their permissions.

 Video length: 3:35 mins


Explore the basics of Method:CRM

Here are 10 minutes worth of reading materials to get you up to speed on the key values and pricing tiers of Method:CRM.

Review our mix and match pricing options so that you can offer your clients the best solution for them.

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Method:CRM’s pricing options

Use this resource to get a full overview of the features and benefits Method:CRM offers you and your clients.

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Intro to Method:CRM

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