Your guide to
Method apps

Learn how Method apps can help your clients succeed.

Study time: 30 minutes

Monitor showing the Method Dashboard
Add and Remove apps within Method:CRM

What are the apps and packs offered by Method:CRM?

Within Method, you will see a variety of different apps. Each app has its own CRM specialty from contact management to activity tracking and is fully customizable to your clients’ unique business needs.  

Method’s apps are offered in packs – which simply refers to a group of individual apps that are classified together because of related functionality. An example of this is our Sales Pipeline pack that includes the Sales opportunities, Custom opportunity stages, and Web to lead forms apps.

While most app packs are included in your monthly Method subscription, some like Email Campaigns are an additional cost. 

How the contacts app works

Learn the key benefits of the Contacts app with these videos.

Contacts app video playlist

A playlist of videos showing how to use the Contacts app to better manage your customers, vendors, and more! 

9 Videos. Total length – 29:42 mins

Contacts app – How to create a customer

Use this tutorial to learn how to add a customer contact in Method.

Video length: 1:14 mins

Creating leads in Method

See how Method simplifies lead management by watching these videos.

Contacts app – Create a lead

This video will show you how to create a lead in Method.

Video length: 3:57 mins

Manage leads with Method

Learn how to capture and manage leads in Method.

Video length: 2:00 mins

Explore Method’s portals and estimates app

These materials will help you gain a deeper understanding of how our portals and estimates app work.

A summary of how to use the estimates app. 

Icon of a hand pointing at an online customer portal

About the estimates app

Learn the ins and outs of Method’s secure portals.

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What is a Method portal?

Learn about Method:Donor

A solution to help non-profits and charities prosper.

What is Method:Donor?

Learn how non-profits can benefit from using Method:Donor. 

Video length: 2:20 mins

Not a partner yet?

Grow your business and support your clients with Method:Partner program.