Lead Management Software
for QuickBooks.

Try it FREE
 

What is CRM?

Track Your Leads with Ease.

Method:CRM Charts

Do you have staff who need to send estimates and invoices, but don’t necessarily need to be in your QuickBooks? Sounds like you need Method.

  • Stay Organized: Stop using Excel, Notepad, or napkins to track your potential customers. We all know things slip through the cracks with these “systems”. With lead tracking in Method:CRM, you’ll never miss a follow-up or sales opportunity again.
  • Save Time: When you close a sale, you can easily convert a lead to a customer, and ta-da… your customer info and contact history will automatically sync into your QuickBooks via our industry-leading, patented sync engine. No more duplicate data entry or data silos!
  • Work Your Way: You have your workflow for your unique business — we understand you don’t want to change that. That’s why Method is fully customizable — so your software matches your way of getting your work done. And the best part is Method is simple to customize using drag-and-drop tools. Of course, you don’t have to customize Method, but soon you might want to, so you can run your business, your way.