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.
How do I start using the Outlook Add-in?
- 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 need to have one of the following platforms: Outlook 2016 for Windows, Outlook 2013 for Windows (requires a patch from Microsoft to be installed), Outlook 2016 for Mac or an Outlook 365 or Outlook.com (hotmail or Windows live) email. If you don’t have any of these platforms, go here to sign up.
- Once you have your Method and Outlook accounts set up, open your Outlook Email and select the gear in the upper right corner and select Manage add-ins.
- Search for Method for Outlook within Add-ins for Outlook, and Add! There you have it, the Outlook Add-in will now appear to the right of your inbox. For detailed instructions on how to add the Outlook Add-in, visit our help center here.