Method’s Outlook Add-in is free and brings your CRM right into your Outlook inbox, so you can see your whole relationship with your customers, leads and vendors at a glance! When you open an email, the Outlook Add-in displays the customer’s phone number, address, balance, QuickBooks transactions, CRM activities, opportunities, and more! PLUS, it gives you the ability to add new contacts and activities without ever leaving your inbox, and you can customize it to fit your needs!
Note: The Outlook Add-In is available for Outlook 2016 or 2013 for Windows, Outlook 2016 for Mac, Outlook 365, and Outlook.com. It is not available for Exchange servers or email accounts hosted by third-party providers (GoDaddy, HostGator, etc.).