Tour: Gmail, Outlook and more
Gmail Gadget
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.
Outlook plug-in
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.
SmartVault document management
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!
App Library
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 ».
...and more
- Payment gateways - Customers can pay invoices online through the customer portal, and your sales staff can process payments without needing access to QuickBooks. As soon as the payment is approved, it syncs to QuickBooks in real-time. Method integrates with Intuit Merchant Services, PSIGate, Authorize.NET and Authorize.NET Emulation*.
- *Authorize.NET Emulation can by used by other payment gateways that support Authorize.NET Emulation mode for credit card processing.
- Method API - If you are a software developer, use Method API web services to read from and write to Method. This allows you to integrate your existing applications and external systems with Method.
- Mobile - Method Mobile is optimized for Android, iOS (iPhone and iPad), Windows Mobile, Windows Phone and recent Blackberry browsers. Since Method is customizable, you can even create your own browser-based mobile applications, specific to the needs of your team.
- Remote QuickBooks hosting - We have partnerships with RightNetworks and InsynQ for remote hosting of QuickBooks Desktop. Documentation is available if you use RightNetworks.
- Import / Export / Update - Method comes with a powerful tool that not only allows you to import and export from spreadsheets like Excel, but also update existing records. View help center documentation here.