Your guide to
Method apps
Learn how Method apps can help your clients succeed.
Study time: 30 minutes
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.
Discover what Method has to offer
Get an overview of each of the apps available to Method’s users.
Method’s activities and opportunities app
How the contacts app works
Learn the key benefits of the Contacts app with these videos.
Creating leads in Method
See how Method simplifies lead management by watching these videos.
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.
About the estimates app
Learn the ins and outs of Method’s secure portals.
What is a Method portal?
Learn about Method:Donor
A solution to help non-profits and charities prosper.