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Method:CRM Gmail Gadget

7,078 users


#1 CRM for QuickBooks on Intuit and 5-stars on Google Apps Marketplace. You and your team will save time and be organized.
With Method’s Google Gadget you can update your CRM contacts, activities, follow-ups, opportunities, cases and documents from right inside your Gmail inbox. Our 5-star integration means you can stop flipping between your email and your CRM! And the best part is it’s FREE with your Method:CRM subscription.

Designed specifically for QuickBooks Online and QuickBooks Desktop (Pro, Premier and Enterprise). 
• Supports international versions of QuickBooks including U.S., Canada, UK and Australia. 
• View Customer and Vendor contact information, account balances directly inside Gmail. 
• View and generate QuickBooks transactions including invoices, estimates, sales receipts, and payments. 
• Generate portal links so that customers can view and pay invoices online, edit their contact information, or submit customer service tickets. 
• Create new customers, leads and vendors that instantly sync into QuickBooks. 
• Integrates with so that email attachments instantly appear in the SmartVault toolbar in QuickBooks. 
• Built on the Method CRM platform, so you also have a full fledged CRM with activities, sales opportunities, customer service cases, document management, service scheduling and web-to-lead forms. 
• Fully customizable back-end platform that allows you to create your own business system by adding your own fields, tables, screens, buttons and actions. 

• QuickBooks is *required* to use this application. 
• At this time, this gadget integrates with Gmail and Google Calendar only. It does not integrate with Google Contacts. 


Updated: July 15, 2016
Language: English