Your guide to
Method apps

Learn how Method apps can help your clients succeed.

By Method: Partner study guide

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.

How the contacts app works

Learn the key benefits of the contacts app in just 4 minutes with these videos.

A playlist of videos showing how to use the Contacts app 

to better manage your customers, vendors, and more!

Contacts app video playlist

9 Videos. Total length – 29:42 mins

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

Contacts app - How to create a customer

Video length: 1:14 mins

Creating leads in Method

See how Method simplifies lead management by watching these videos.

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

Contacts app - Create a lead

Video length: 3:57 mins

Learn how to capture and manage leads in Method.

Manage leads with Method

Video length: 2:00 mins

Method's activities and opportunity apps

Discover what Method’s activities and opportunities apps have to offer. 

An in-depth walk through of the activities app.

Activities app overview

Video length: 3:14 mins

Your step by step guide to managing opportunities in Method.

Opportunities app overview

Video length: 1:14 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. 

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.

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.