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
Logging into Method:CRM
Learn how to take advantage of Method:CRM’s single-sign-on feature.
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.
Sign in with Xero
Find out how to sign in to Method:CRM with your Xero credentials.
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.
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.
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.
