Drive sales with a CRM integration for Gmail
Instantly connect the important information from your inbox to your Xero accounting software.
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Why you need a CRM integration for Gmail
Say goodbye to jumping between tabs and missing sales opportunities.
As the dominant online email provider, Gmail is the main mode of customer communication and internal communication for small businesses.
But unfortunately, it’s easy to lose track of emails.
Method CRM’s Gmail integration is the missing link connecting your inbox to your Xero account, ensuring that information flows and nothing slips through the cracks.
All your data, all in one place
Email integration makes it easy to keep in touch.
Method’s CRM integration for Gmail gives you a complete view of your leads and customers. See data from Method and Xero alongside your emails, including:
- Contact details
- Purchase history
- Balance
- Activities
- Sales opportunities
- Documents
Stop flipping between your CRM and Gmail
Act on information as soon as it hits your inbox.
Turn your Gmail inbox into one of your most powerful tools as a sales, customer, and accounting data hub with Method’s CRM integration for Gmail.
To take it one step further, connect Method to your Google Calendar account for easier appointment scheduling and an even smoother workflow.
“Method has a clean beautiful interface and seems to sync well with Xero. But, it has been the support that got them this 5 star review.”
Ean Murphy
“Excellent support”
“This is a wonderful app! It syncs great with Xero, all the information goes over without hesitation, no problems there. Contacts, accounting, etc. It’s very user friendly, straight forward in all areas – invoicing, payments, etc. A great app to make your work life that much easier 🙂 Highly recommend.”
Amy DeVries
“Excellent – Highly Recommend”
Manage communications better
Stay connected with top-notch communication tools.
Email tracking is tough, especially if business is booming and your inbox is full. Stay on top of your customers’ needs with a 360-degree view of your customer history in Gmail thanks to Method CRM.
This includes a contact’s recent transactions, invoice records, and email history so that you can delight customers with your excellent support.
Instant insights and answers
Never miss the chance to move sales forward.
When your customer has a question, don’t waste time manually searching for their information. Instead, pull up the data you need in a flash to delight customers by answering questions swiftly.
As soon as the email comes in, you can see your contact’s information in Method and respond to the inquiry without leaving Gmail.
CRM integration for Gmail frequently asked questions
What is CRM software, and why use it?
CRM stands for customer relationship management, and a CRM tool is software that simplifies how you manage your business by connecting and automating your workflows.
What makes Method CRM unique is the two-way Xero sync. Save important data from your Gmail to Method, then have it automatically sync to Xero for your sales team and other authorized users to see.
Why choose a CRM tool that integrates with Gmail?
The best CRMs integrate with your other tools, such as Gmail, to create an efficient system to manage all aspects of your business. Method’s CRM Gmail integration allows you to track email interactions with your contacts and pull relevant lead, customer, or sales information without leaving Gmail.
Method CRM integrates with an array of tools beyond Gmail to create one smooth workflow.
How to set up Method’s Gmail CRM Integration
Share your email with us to get early access to Method’s Xero CRM. Then find out how easy it is to combine Method CRM, Gmail, and Xero. Set up is quick to simplify your communication with customers and streamline your business long-term!