Method CRM Plugin
$2.99/mo/ext. with Desktop Application
The Method CRM plugin for the Desktop allows you to link your Method CRM account to your Vonage Business Solutions (formerly Vocalocity) extension(s).
The Desktop will search your Method CRM account for the caller ID name and phone number associated with your inbound and outbound calls (depending on the plugin’s configuration), displaying information for any matching contacts or accounts.
You can use your call information to create new accounts or contacts, add notes to existing accounts and contacts, view communication history, open cases, view opportunities and your caller’s open balance.
How Can I Get the Method CRM Plugin?
To use the Method CRM plugin, you must first have the Desktop application installed. If the program is not yet installed, visit the Desktop page to download and install the application. Then, call 855-367-4322 to have Vonage Business Solutions Support configure your account to work with Method CRM. For more information how to install, configure and use the plugin visit the Knowledge Article for Method CRM.
To learn more about Desktop, visit the Desktop product page.