Outlook Add-in for Method:CRM

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.).

How will Method’s Outlook Add-in help my business?

  • Stop Flipping Between Your Inbox and CRM

    The Outlook Add-in 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

    By tracking interactions between your leads and customers with a click of a button, you eliminate cutting and pasting emails into Method!
  • Streamline Your Workflows

    Customize the Outlook Add-in to fit your business processes. Capture unique data and create personalized workflows that will simplify the way you and your team work.

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