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Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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2025 proved something about successful businesses
In 2025, Method spent 24,572 hours customizing CRMs for manufacturers, distributors, and service companies. The most successful businesses refuse to change their proven processes to fit rigid software, but adapt software to fit their actual workflows instead.
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Introducing Method Enhancements: CRM customization made easy
Introducing Method Enhancements — a faster, transparent way to customize your CRM with real Method Experts. Say yes to industry-specific workflows, same-day implementations, and pricing you can trust. Book your free customization hour today.
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Method Named Intuit Platinum Partner, Expands Support for Intuit Enterprise Suite and Multi-Entity Customers with Launch at Intuit Connect
Method is now an Intuit Platinum Partner, expanding support for Intuit Enterprise Suite with a multi-entity CRM solution that unifies data and operations.
Latest posts
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CRM with payment processing for QuickBooks users: What to look for
A CRM with payment processing should do more than accept cards or ACH; it should connect customer records, invoices, payments, and accounting sync, in one convenient spot. Every payment needs to land in the right place, be tied to the right invoice, and have your books updated automatically. But how can you make sure the…
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Why standard CRMs can fall short once manufacturing quotes become orders
Standard CRMs can fall short for manufacturers because their workflows often end at closed-won, while the manufacturer’s work continues through approvals, order coordination, fulfillment, invoicing and customer updates. Based on Method’s analysis of 465 manufacturing and distribution prospect calls, 82% cited order management as their top pain point. This guide explains where the gap appears,…
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How Method works as a customizable CRM for QuickBooks-based manufacturers
Discover how Method works as a customizable manufacturing CRM for QuickBooks users, connecting quotes, sales orders, approvals, and customer updates.
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ERP for distributors: What it manages, when you need it, and when you don’t
Enterprise Resource Planning (ERP) software can help distributors manage the operational aspects of the distribution business. When order volumes rise, managing inventory and reporting from various systems can become extremely difficult. A single system ERP can bring many of these functional areas together. That being said, an ERP is not always the correct next step…
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Method vs. Katana for small manufacturers: Which platform fits your workflow?
Method and Katana solve two different problems for small manufacturers. For its part, Katana is manufacturing ERP and MRP software built for inventory management, production planning, purchasing, and shop floor visibility. Method is a customizable CRM, built for QuickBooks-connected customer management, quoting, invoicing, payments, and workflow automation. The right choice depends on where your business…
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WMS vs. ERP vs. CRM: Which system does your distribution business need?
Not sure whether you need a WMS, ERP, or CRM? Learn which system to prioritize for your distribution business.
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QuickBooks Desktop to Online migration: How-to guide (2026)
Learn how to migrate from QuickBooks Desktop to Online, what data transfers, what does not, and how to avoid common migration issues.
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QuickBooks Online multiple inventory locations: What multi-warehouse businesses need to know
QuickBooks Online tracks inventory and locations, but not true multi-location stock. See what QBO can and can’t do, plus options for multi-warehouse businesses.
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10 best Odoo alternatives for manufacturers in 2026
Compare the best Odoo alternatives for manufacturers, including top picks for QuickBooks users, SMBs, and teams not ready for full ERP.
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How to keep track of inventory: 9 steps for accurate stock management
Learn how to keep track of inventory with a system for SKUs, stock counts, reorder points, QuickBooks-connected workflows, and more.
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Best CRM for manufacturing: 16 software options, systems, and features (2026)
Discover how a CRM for manufacturing manages quotes, inventory, and QuickBooks data in one place—so you cut errors, forecast demand, and grow sales.
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Mobile CRM for small business: How to choose the right fit (2026)
Learn what a mobile CRM is, which features matter most, and how to choose a mobile CRM app for your sales, service, and field teams.
