{"id":8648,"date":"2019-05-07T11:10:22","date_gmt":"2019-05-07T15:10:22","guid":{"rendered":"https:\/\/www.method.me\/?page_id=8648"},"modified":"2026-02-06T10:14:56","modified_gmt":"2026-02-06T15:14:56","slug":"lead-management-software","status":"publish","type":"page","link":"https:\/\/www.method.me\/crm-quickbooks\/lead-management-software\/","title":{"rendered":"Lead Management"},"content":{"rendered":"\n
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The most powerful lead management software for QuickBooks<\/h1>\n\n\n\n

Don\u2019t clutter your accounting data with potential sales. Manage your leads in Method, then sync them to QuickBooks when they become paying customers.<\/p>\n\n\n\n

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Try Method CRM and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n

Want to see it in action first? Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n

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\"Customer<\/figure>\n<\/div>\n<\/div>\n\n\n\n

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Automate lead collection<\/h2>\n\n\n\n
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Forget about manually entering sales leads. Method makes it simple to get new prospects into your lead management software quickly.<\/p>\n<\/div><\/div>\n\n\n\n

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Email integrations<\/h3>\n\n\n\n

Save data to your CRM without leaving your Gmail or Outlook inbox.<\/p>\n\n\n\n

Web to lead forms<\/h3>\n\n\n\n

Embed a form on your website to capture new leads 24 hours a day.<\/p>\n\n\n\n

Import tool<\/h3>\n\n\n\n

Upload your lead spreadsheets to Method<\/a> in just a few clicks.<\/p>\n<\/div>

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Manage estimates<\/h2>\n\n\n\n
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Empower your team to close deals faster. Create estimates in Method using QuickBooks items, without needing access to QuickBooks.<\/p>\n<\/div><\/div>\n\n\n\n

\"Estimate<\/figure>
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No double data entry<\/h3>\n\n\n\n

Estimates for leads live only in Method \u2014 until you close the sale. Then, sync the estimate to QuickBooks with the click of a button.<\/p>\n\n\n\n

Mobile access<\/h3>\n\n\n\n

View and update estimates in the Method app anytime, on any device.<\/p>\n\n\n\n

Online portals<\/h3>\n\n\n\n

Allow leads to quickly approve estimates through self-service portals.<\/p>\n\n\n\n

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Learn more about syncing with QuickBooks<\/span> <\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
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Create valuable connections with potential customers<\/h2>\n\n\n\n
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With all your lead data in one place, it\u2019s easy to provide each prospect with top-notch service.<\/p>\n<\/div><\/div>\n\n\n\n

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Lead tracking<\/h3>\n\n\n\n

Record the details of each interaction and schedule timely follow-ups.<\/p>\n\n\n\n

Unlimited contacts<\/h3>\n\n\n\n

Keep track of who you\u2019re speaking to at each stage of the buying cycle.<\/p>\n\n\n\n

Email marketing<\/h3>\n\n\n\n

Send email campaigns right from Method or sync contact lists to Mailchimp.<\/p>\n<\/div>

\"Activities<\/figure><\/div>\n\n\n\n

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Personalize your sales process, empower your sales team<\/h2>\n\n\n\n
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Customize Method\u2019s lead management software to give you the insights you need to close more sales.<\/p>\n<\/div><\/div>\n\n\n\n

\"Method<\/figure>
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Sales pipeline tracking<\/h3>\n\n\n\n

Track every detail of a potential sale, from job requirements to expected revenue.<\/p>\n\n\n\n

Custom fields<\/h3>\n\n\n\n

Create a complete view of each lead\u2019s unique needs and preferences.<\/p>\n\n\n\n

Automate workflows<\/h3>\n\n\n\n

Let Method take care of manual processes so you can focus on the work that matters.<\/p>\n\n\n\n

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Learn more about customizing Method<\/span> <\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
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\n Try our interactive demo for lead management \n <\/h2>\n

\n Click Get started<\/strong> and learn how Method helps you organize and manage incoming leads from the moment they arrive.\n <\/p>\n <\/div>\n\n

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How Method\u2019s lead management works with QuickBooks<\/h2>\n<\/div><\/div>\n\n\n\n

QuickBooks is built for accounting. It is where your financial data lives and where your books stay accurate. What it is not built for is managing leads, tracking follow ups, or keeping a clear history of every customer conversation.<\/p>\n\n\n\n

That\u2019s why Method handles lead management and sales activity first, then syncs clean, accurate customer and transaction data to QuickBooks when it is ready for accounting.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n

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Lead capture without the mess<\/h3>\n\n\n\n

Right from the start, Method keeps new leads organized, regardless of where they came from:<\/p>\n\n\n\n