Method for Outlook

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.