Recurring activities in Method CRM and Cloud Workflow

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If you’re using AERO to manage your company’s workflow, you are probably performing activities regularly that could be scheduled as as series of repeating tasks.  Our webinar on recurring activities goes into full detail, but here are the basic steps for scheduling and managing series of activities. Watch the recording here! In Method CRM and […]

New App for Method CRM enhances Work Task Management

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AERO makes managing multiple clients more efficient with user-friendly interface AERO, a new app for Method CRM that adds a workflow task manager tab, has now been released in public beta. The app is designed to handle multiple staff working on multiple recurring tasks for multiple clients, in a format that gives managers access and […]

AERO now in Pubic Beta!

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AERO Workflow Management is now available for public download on the Method CRM application library: Method App Library There will be a webinar on Tuesday, June 11, on how to install and set up AERO in your Method account.