Method:CRM Makes Lead Management Simple by Keeping Leads Out of QuickBooks

Lead management (the process of qualifying, tracking, and engaging with your potential customers) is imperative for you to grow your business. Method:CRM helps you simplify the process of acquiring new leads and tracking sales opportunities by keeping the information outside of QuickBooks. Then, when the leads become paying customers, sync them to QuickBooks with the click of a button!

Why is it important for my customer management tool to sync with QuickBooks?

  • Simplify Lead Acquisition

    Use our Gmail or Outlook Email Gadgets to create a new lead from within your inbox, or use Method:CRM’s web-to-lead form to capture new leads on your website. And of course, you can always import a list of existing leads. Whichever way you choose, adding new leads to Method couldn’t be simpler!
  • Keep Your QuickBooks File Clean

    Method tracks leads outside of QuickBooks until they become paying customers — and converting a lead to a customer in Method:CRM is as easy as unchecking a box. The newly converted customer will automatically sync to QuickBooks, along with their contact and billing information, while any interactions you’ve tracked with the lead will remain in Method so you have a complete view of their relationship with you.
  • Create QuickBooks Transactions for Leads

    Create a QuickBooks estimate for your lead in Method, then convert that estimate into an invoice with the click of a button. Creating an invoice for a lead will also automatically convert the lead to a customer, who will immediately sync over to your QuickBooks file!

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