Method for Outlook
by 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.
App capabilities
- Can send data over the Internet
- This app 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.