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 your data. The best part? It’s FREE with your Method CRM subscription!
 
When you open an email, the Method:Sidebar displays the contact’s phone number, address, account balance, QuickBooks transactions, CRM activities, opportunities, cases, documents and Work orders. PLUS, it gives you the ability to add new contacts, activities, follow-ups and opportunities, 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 can edit and add QuickBooks data including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and more all from within Method.
 
Notes:
• An active Method CRM account is *required* to use this application.