Gmail and Method:CRM — An Integration Tool

Bring your CRM into your Gmail inbox and see your entire relationship with customers and leads with Method’s free Sidebar for Gmail. When you open an email, the Method:Sidebar for Gmail displays the contact’s phone number, address, balance, QuickBooks transactions, CRM activities, opportunities, cases, and documents. PLUS, it gives you the ability to add new contacts, activities, follow-ups and opportunities without ever leaving your inbox.

Method:Sidebar for Gmail

How will Method:Sidebar for Gmail help my business?

  • Stop Flipping Between Your Inbox and CRM

    Method:Sidebar for Gmail gives you all the customer information you need right inside your inbox, so you’re able to work more efficiently.
  • No More Double Data Entry

    Method:Sidebar for Gmail allows you to track interactions between your leads and customers with a click of a button. No more cutting and pasting into Method!
  • Centralize Your Data

    By making it easier for you and your team to track activities and transactions with the Method:Sidebar for Gmail, your whole team will have up to date data in one central location, rather than in everyone’s individual inboxes.

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