Get More Done with Outlook
With Method’s plugin for Microsoft Outlook, you’ll be so much more efficient by:
- Adding and viewing customers, contacts, leads, opportunities, cases, activities and more right inside Outlook.
- Assigning emails to customers.
- Seeing your QuickBooks data in Outlook.
- Syncing both your email and calendar appointments.
- Turning your Outlook Contacts into new QuickBooks Customers/Vendors/Leads/Contacts in less than two clicks.
- Matching your Outlook categories to Method activities so when you update a category it automatically updates the related activity in Method.
When you use our Outlook plug-in, you’ll finally stop flipping between your email and your CRM! And the best part is it’s FREE with your Method:CRM subscription.