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.
