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.

Graphic showing two-way sync between lead management software and QuickBooks

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.

Gmail integration for Method:CRM lead management software

Manage estimates

Empower your team to close deals faster. Create estimates in Method using QuickBooks items, without needing access to QuickBooks.

Estimate screen in Method:CRM lead management software

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.

Activity list screen in Method:CRM lead management software

Personalize your sales process

Customize Method’s lead management software to give you the insights you need to close more sales.

Sales opportunity list screen in Method:CRM lead management software

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.

Streamline your business with Method:CRM

Start your 30-day free trial — no credit card, no contract.