Method works where you work: right inside Gmail. When you click on an email, the gadget displays the contact's phone number, address, balance, QuickBooks transactions, CRM activities, opportunities, cases and documents. Plus, it gives you the ability to add new contacts, activities, follow-ups, cases, opportunities and documents without even leaving your inbox.
Assign incoming and outgoing emails to QuickBooks customers, leads and vendors - so that they are accessible to your staff in Method. Create a sales opportunity or customer service case from an email. Access a Method Address Book to send emails to your QuickBooks contacts. Sync Outlook calendar appointments with Method appointments.
Method has partnered with SmartVault to provide an alternative to the standard document management that comes built into Method. Documents uploaded in Method show up automaticaly in the SmartVault Toolbar inside QuickBooks, and documents uploaded to SmartVault from QuickBooks show up in Method. It's all very seamless!
Method CRM Pro allows you to import Method-branded apps as well as 3rd party apps. For example, Method Field Services (or Method Scheduling & Invoicing) allows you to schedule one time or recurring services, print work orders, maps and route lists, enter job cost information, and turn completed work orders into QuickBooks invoices. Learn more ».