Method CRM now 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.
Best of all.....it's FREE for Method CRM users.
Who is this available to?
Business Gmail users (Google Apps) - this is only available if your business email domain is hosted by Google Apps. Not sure if you are? If you can access your email using Gmail, and your email address ends with @YourCompanyName.com, where YourCompanyName.com is your website or company email domain, then you are likely a Google Apps user. If your email address ends with @gmail.com or @googlemail.com, you are likely NOT a Google Apps user, and should consider moving to Google Apps. To sign up for Google Apps visit http://www.google.com/enterprise/apps/business/pricing.html.
Browser-based versions of Gmail users - the Gmail Gadget works in all major, modern browsers (Chrome, Safari, FireFox, IE8+). It does not work in mobile versions of Gmail (neither mobile browser optimized versions nor native versions).
Method CRM or Method CRM Pro users - you must be a Method user running the current versions of Method CRM or Method CRM Pro. Grandfathered users of Remote Entry or Full Blown must convert to a current version of Method.
User sign-in ability - users must have the ability to sign into Method CRM in order to use the gadget.
What are the benefits of using Method's Gmail Gadget?
Work where you work: You use Gmail. You love Gmail. You use Method CRM. You love Method CRM. Now work with both at the same time, directly where you spend most of your time: in your Gmail inbox.
Fast: the Gmail Gadget uses the upcoming "next generation" of the Method CRM platform architecture. It is insanely fast.
Intelligent: The Gadget is designed to cut out steps. Get started today and you'll see what we mean.