#1 CRM for small businesses who use QuickBooks. Work gets easier when you keep your customer follow-ups all in one place, and right inside your Gmail!
With Method’s Google Gadget you can update your CRM contacts, activities, follow-ups, opportunities, cases and documents from right inside your Gmail inbox. Our 5-star integration means you can stop flipping between your email and your CRM! And the best part is it’s FREE with your Method:CRM subscription.
Designed specifically for QuickBooks Online and QuickBooks Desktop (Pro, Premier and Enterprise).
• Supports international versions of QuickBooks including U.S., Canada, UK and Australia.
• View Customer and Vendor contact information, account balances directly inside Gmail.
• View and generate QuickBooks transactions including invoices, estimates, sales receipts, and payments.
• Generate portal links so that customers can view and pay invoices online, edit their contact information, or submit customer service tickets.
• Create new customers, leads and vendors that instantly sync into QuickBooks.
• Integrates with SmartVault.com so that email attachments instantly appear in the SmartVault toolbar in QuickBooks.
• Built on the Method CRM platform, so you also have a full fledged CRM with activities, sales opportunities, customer service cases, document management, service scheduling and web-to-lead forms.
• Fully customizable back-end platform that allows you to create your own business system by adding your own fields, tables, screens, buttons and actions.
• QuickBooks is *required* to use this application.
• At this time, this gadget integrates with Gmail and Google Calendar only. It does not integrate with Google Contacts.