Lead Management for QuickBooks®

Centralize your leads and win more customers.

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Risk free – no credit card, no contract.

Streamline your sales process, get organized, and turn more leads into paying customers.

Automate Lead Collection

Automate Lead Collection

Eliminate costly double data-entry and automate lead collection with web-to-lead forms, and Gmail integrations.

Centralize Your Leads

Centralize Your Leads

Staff respond faster with up-to-date lead details at their fingertips – without having to rely on other team members.

Win More Customers

Win More Customers

Sales reps spend more time on closing leads than admin work with a streamlined, QuickBooks-integrated sales process.

Automate Lead Collection

Gone are your days of manually entering sales leads.

Automate lead collection with web-to-lead forms.

  • Capture Leads from Your Website

    Allow your website to perform sales administration 24 hours a day with a web-to-lead form. Leads submit their information on your website, and Method automatically creates a contact, a sales opportunity in your pipeline, and an email notification to your sales rep.
  • Create Leads Right from Gmail

    Method's Gmail Gadget bring your CRM to where you already work – your inbox. Create new leads or manage existing opportunities, and even view logged interactions or outstanding estimates for a lead without having to switch between programs.
  • Import Existing Leads

    Setting up your account with existing leads is quick and easy with Method's Import tool. And if you have custom data, there's no need for separate spread sheets or systems. Create custom fields in Method so lead and customer data is centralized all in one place.
Victoria Cameron

I can create a new activity or update a case straight from my Gmail. Even better, the gadget lets me create a new lead from an email – no more cutting and pasting.

Victoria Cameron
Intuit QuickBooks ProAdvisor
QuickBooks Online User

Centralize Your Leads

Get your whole team on the same page with up-to-date leads, accessible from anywhere.

Centralized lead information

  • Contact Information in One Place

    With a lead list that everyone shares, your staff always have up-to-date customer information, allowing them to provide faster service without having to get details from you or other team members.
  • Share with Your Whole Team

    When you use activities to track emails and phone calls, the rest of the team is kept informed. Use follow-ups to set reminders, or assign tasks to other staff members. Use custom fields to save special preferences that are brought forward when leads become customers.
  • Access Anytime, Anywhere

    Take your leads with you when you are on the road using the iOS or Android mobile app. Add new contacts, log new activities, create estimates, and view details from your team – anytime, anywhere.

Win More Customers

Turn more leads into paying customers.

Win more customers with opportunity tracking.

  • Stop Deals from Falling Between the Cracks

    Use the Sales Pipeline to know the stage of each opportunity, the deal value, and its probability of closing. This allows your sales reps to focus on the best deals, so they can be more successful in driving revenue.
  • Unlimited Contacts per Lead

    When you are working on closing a lead, there's usually more than one person you are talking to. With Method you can maintain contact information, conversations and reminders for multiple contacts – allowing you and your team to have more effective conversations.
  • Speed Up the Sales Process by Empowering Your Team

    Allow your sales reps to create estimates, without giving them access to QuickBooks. The sooner you are able to deliver an estimate to a customer, the higher the close rate.
QuickBooks Apps.com

From the Web-to-Lead forms on our website to the final sale, Method makes sure that no customer/lead ever falls through the cracks.

Apps.com Reviewer

Sync Converted Leads to Customers in QuickBooks

Eliminate unnecessary data entry, keep QuickBooks clean and uncluttered.

Customizable CRM for QuickBooks

  • Sync Leads to QuickBooks as Customers

    No more double-entry of customer information. Automatically sync leads to QuickBooks as customers. Plus, you don't need to clutter up the QuickBooks customer list with unconverted leads – leads only sync to QuickBooks when you convert them into customers.
  • Sync Estimates and Free Your Staff from Admin Work

    No more double-entry of estimates. Method enables the estimates created by sales reps to sync seemlessly into QuickBooks.
  • Limit Access to QuickBooks

    Your sales reps shouldn't need to use accounting software to make sales. Method gives them access to the information they need, without giving them direct access to QuickBooks.
  • Deep Sync with QuickBooks Versions

    Method's sync with QuickBooks is so deep, we even have a patent to prove it! Supported versions are: QuickBooks Pro, Premier, Enterprise and Online Edition. Learn more about our QuickBooks integration.
Josh Sroge - Firestone CFO

I implemented Method for a sales team because I wanted something easy and intuitive for them to assign and manage opportunities, proposals, invoices, and payments. I didn’t want sales reps in QuickBooks, so the integration was important – Method does that extremely well.

Joshua Sroge
Firestone CFO
QuickBooks Pro User

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