Method for Outlook
作者 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.
應用程式功能
- 可以在網際網路上傳送資料
- 此應用程式可以存取及修改使用中訊息內的個人資訊，例如內文、主旨、寄件者、收件者及附件資訊等等。其可能會將此資料傳送給第三方服務。對於您信箱中的其他項目則無法讀取或修改。