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Method for Outlook

Method:CRM

Streamline your operations and grow sales by bringing the Method platform into your Outlook inbox.

With Method’s Outlook Add-In you can update your CRM contacts, activities, follow-ups, opportunities, and more from right inside your Outlook inbox. Stop flipping between your email and your CRM! Best of all it’s FREE with your Method:CRM subscription.

Method’s two-way, real-time sync with QuickBooks consolidates your customer history and accounting data, providing a 360° view of every customer and lead.

Streamline your operations and grow sales with the following features:

Customer management software

* Create leads and customers and update contact info from your inbox, streamlining your workflow creating time for….

* Track interactions, and schedule follow-ups with leads and customers so nothing gets missed, ensuring your customers remain happy and business keeps growing.

Best QuickBooks Online sync

* Get a 360° view of your customers’ history and accounting transactions from right within your inbox.

Custom Workflows

* Leverage our platform to build custom apps that interact with Microsoft Outlook and QuickBooks to help streamline business processes.

* Don’t bend your business around software - customize Method to fit your business. Increase efficiency across your entire team, in the office and in the field, by creating custom workflows that work the way you do.

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
  • At a glance
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    https://store-images.s-microsoft.com/image/apps.17015.b6545409-223c-4b89-a8e1-0882220af6ac.7e570943-9c24-405c-b5d0-401d03fe0d34.4e1235b7-d81b-4a8e-8cf8-b37823e5eecb.png
    https://store-images.s-microsoft.com/image/apps.34287.b6545409-223c-4b89-a8e1-0882220af6ac.7e570943-9c24-405c-b5d0-401d03fe0d34.7206c9ce-b006-4e51-81a0-5d85b9eaa972.png