Method:Sidebar for Gmail - Google Workspace Marketplace

Bring your CRM into your inbox with Method:Sidebar for Gmail, FREE with your Method:CRM subscription.

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Listing updated:September 16, 2021

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Overview

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.

Notes: 
• An active Method:CRM or Method:Donor account is *required* to use this application
• QuickBooks is *required* to use this application.

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Scott Thornton

August 5, 2020

I have had 2 CRM’s custom built, and spent well over $100,000.00, this has been by far the easiest, most adaptable way for tracking business progress. What usually takes half a year to develop, we are already working in at less than a week, just scratching the surface of what it’s capabilities are. Would highly recommend it to anyone!

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