Don’t clutter your accounting data with potential sales. Manage your leads in Method CRM, then sync them to QuickBooks when they become paying customers.
Automate lead collection
Forget about manually entering sales leads. The 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.
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.
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.