Bring your CRM into your inbox with Method:Sidebar for Gmail, FREE with your Method:CRM subscription.
Method:Sidebar for Gmail brings your Method CRM into your inbox, making you and your team more efficient by eliminating double-data entry and centralizing you data. The best part? It’s FREE with your Method:CRM subscription!
When you open an email, Method:Sidebar displays the contact’s phone number, address, account balance, QuickBooks transactions, CRM activities, opportunities, cases, and documents. PLUS, it gives you the ability to add new contacts, activities, follow-ups and opportunities, that instantly sync with QuickBooks, so you can stop flipping between your email and Method CRM.
Method:CRM is designed for QuickBooks and rated #1 by QuickBooks users and ProAdvisors. Method’s two-way, real-time sync with QuickBooks Online and QuickBooks Desktop consolidates customer history and accounting data, giving everyone a 360° view of every customer.
Method’s sync provides more than just a view of your QuickBooks data — your team is able to edit and add QuickBooks data including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and more all from within Method.
• An active Method:CRM or Method:Donor account is *required* to use this application
• QuickBooks is *required* to use this application.