Method CRM Lead Management

The most powerful lead management software for QuickBooks and Xero

Don’t clutter your accounting data with potential sales. Manage your leads in Method, then sync them to QuickBooks when they become paying customers.

Automate Lead Collection

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.

Manage Estimates

No Double Data Entry

Estimates for leads live only in Method — until you close the sale. Then, sync the estimate to QuickBooks and Xero 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

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.