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.
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.
How do I start using Method:Sidebar for Gmail?
- For starters, you need to have a Method account. If you don’t yet have one, sign up for your Free 30-Day Trial Here!
- You will also need to be using the new version of Gmail. To enable the new Gmail, in your Gmail inbox click on the gear icon on the top right and click on “Try the new Gmail”.
- Once the new Gmail is enabled, you will need to add the new Method:Sidebar for Gmail to your account. For step-by-step instructions on how to do this, check out our help article here.