The most powerful lead management software for QuickBooks
Don’t clutter your accounting data with potential sales. Manage your leads in Method, then sync them to QuickBooks when they become paying customers.
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Automate lead collection
Forget about manually entering sales leads. Method makes it simple to get new prospects into your lead management software quickly.
Email integrations
Save data to your CRM without leaving your Gmail or Outlook inbox.
Web to lead forms
Embed a form on your website to capture new leads 24 hours a day.
Import tool
Upload your lead spreadsheets to Method in just a few clicks.
Manage estimates
Empower your team to close deals faster. Create estimates in Method using QuickBooks items, without needing access to QuickBooks.
No double data entry
Estimates for leads live only in Method — until you close the sale. Then, sync the estimate to QuickBooks with the click of a button.
Mobile access
View and update estimates in the Method app anytime, on any device.
Online portals
Allow leads to quickly approve estimates through self-service portals.
Build relationships
With all your lead data in one place, it’s easy to provide each prospect with top-notch service.
Activity tracking
Record the details of each interaction and schedule timely follow-ups.
Unlimited contacts
Keep track of who you’re speaking to at each stage of the buying cycle.
Communication tools
Send email campaigns right from Method or sync contact lists to Mailchimp.
Personalize your sales process
Customize Method’s lead management software to give you the insights you need to close more sales.
Sales opportunities
Track every detail of a potential sale, from job requirements to expected revenue.
Custom fields
Create a complete view of each lead’s unique needs and preferences.
Automate workflows
Let Method take care of manual processes so you can focus on the work that matters.