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Method for Outlook

Method:CRM

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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.

Mogelijkheden van invoegtoepassing
Wanneer deze invoegtoepassing wordt gebruikt, kan deze
  • Gegevens via internet verzenden
  • Met deze invoegtoepassing kan persoonlijke informatie in het actieve bericht, zoals de hoofdtekst, het onderwerp, de afzender, ontvangers of bijlagegegevens, worden geopend en gewijzigd. Deze gegevens kunnen met de invoegtoepassing naar een externe service worden verzonden. Andere items in uw postvak kunnen niet worden gelezen of gewijzigd.
  • https://az158878.vo.msecnd.net/marketing/Partner_21474847556/Product_42949681658/Asset_58cfe945-7cc0-49e6-9211-55dd8af71654/OutlookAppCards01.png
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    https://az158878.vo.msecnd.net/marketing/Partner_21474847556/Product_42949681658/Asset_58cfe945-7cc0-49e6-9211-55dd8af71654/OutlookAppCards01.png
    /images/videoOverlay.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474847556/Product_42949681658/Asset_58cfe945-7cc0-49e6-9211-55dd8af71654/OutlookAppCards01.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474847556/Product_42949681658/Asset_2b587a52-6386-49bf-90bb-80bd948a6bf8/OutlookAppCards02.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474847556/Product_42949681658/Asset_576649c6-65cf-498d-aef5-3e55f9da5228/OutlookAppCard03.png