Google Gadget
Solution No. 41
Google Apps has rapidly become the destination of choice for small and medium sized companies looking for hosted email, online spreadsheets, and a shared calendar. Since Method CRM is made for small businesses using QuickBooks, it's no surprise that integrating with Google Apps has been a priority.
Method CRM now works where you work: right inside Gmail. The gadget does a lot of things, but here are some highlights to get your juices flowing:
An existing QuickBooks customer sends you an email
When you click on the 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 activities, follow-ups, cases, opportunities and documents without even leaving your inbox.
A new lead sends you an email
A couple clicks of later and you've created a new contact and assigned a follow up activity and opportunity. You can even create a new QuickBooks customer or vendor directly from your Gmail inbox!
A customer hasn't paid their invoice
Generate a link to include in your email response so that they can easily view and pay their invoice online through the customer portal.
A customer emailed about an issue they are experiencing
Easily create a case, and have the attachments from their email included. Plus, if you're using SmartVault, the attachments flow through to your SmartVault Toolbar in QuickBooks. Now that's automation!

| Created by | Robin H. on | May-16-2013 |
| Last modified by | Robin H. on | Sep-05-2013 |