Work more productively with an Outlook CRM

View customer history, schedule follow-ups, save emails, and more with Method’s plug-in for Outlook.

How will Method’s Outlook CRM help my business?

Customer summary screen in Method's CRM Outlook integration

A 360-degree view of every contact

When you open an email from a lead or customer, you’ll get a convenient overview of their history with your business, including:

  • Contact information
  • Transactions
  • Balance
  • Activities
  • Sales Opportunities
  • Documents

Streamline data entry

When your CRM works with Outlook, there’s no need to jump between programs. Add new contacts, activities, follow-ups, and sales opportunities to Method right from your inbox.

Activity list screen in Method's CRM Outlook integration
Save emails using Method's CRM Outlook integration

Save Outlook emails in your CRM

You want to record your interactions with customers, but who has time to copy and paste each email? Save email threads to Method in just a few clicks and spend more time focusing on the messages themselves.

Improve team collaboration

Great customer management begins with keeping your whole team on the same page. Method’s Outlook integration makes it easy to view the latest updates in your CRM, so you can send informed emails.

Opportunity list screen in Method's CRM Outlook integration

Streamline your business with Method:CRM

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