View customer history, schedule follow-ups, save emails, and more with Method’s plug-in for Outlook.
When you open an email from a lead or customer, you’ll get a convenient overview of their history with your business, including:
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.
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.
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.
Start your 30-day free trial — no credit card, no contract.
Privacy Policy | Terms of Service | Security & Backup | © 2021 Method Integration. All rights reserved.