Track Your Leads with Ease.

Lead Management System

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 management 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's lead management software 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.

Start Closing More Deals with the #1 Lead Management Software for QuickBooks.

Method:CRM makes it easy to organize, track, and grow your sales pipeline. It's also easy to try Method:CRM with a FREE 30-day trial!

Try Method:CRM FREE

No credit card. No contract. Yes, it's super easy!

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