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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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Does QuickBooks have an approval process?
This blog post explains how to enable approvals and how to complement the limitations of some QuickBooks plans
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Invoice approval software QuickBooks: Your best alternative
This blog explains how to set up invoice approval in QuickBooks and how an integration complements its limitations.
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How to enable an approval workflow in QuickBooks Online
This blog covers how to enable an approval workflow in QuickBooks Online.
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How to add a signature in QuickBooks Online
See how and why QuickBooks Online users need e-signature capture.
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How to add signature line on QuickBooks invoice
Although QuickBooks has become a staple accounting software, signature capture is not yet possible without integrated apps. See how to implement it today!
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QuickBooks signature capture: How to make it possible
Approving estimates and invoices is much easier with digital signature capture. This blog explains how to make that possible in QuickBooks.
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Electronic signature QuickBooks Online: What you need to know
A QuickBooks electronic signature allows you to close sales faster, sign contracts faster, and build trust with your customers.
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Docusign QuickBooks integration: A better way
Learn how DocuSign QuickBooks integration works as an e-signature solution, and why a more flexible alternative might suit you better.
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How to add signature line in QuickBooks
Digital signatures can help you save time and improve customer experience. Learn how to add signature line in QuickBooks with the Method CRM!
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How to make a great customer experience: The ultimate guide
Figuring out how to make a great customer experience doesn’t need to be a headache. Win your customers’ hearts through 8 simple steps!
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How to enhance customer experience: 8 actions to take
Learn how to enhance customer experience and land more sales for your business!
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How CRM increases customer satisfaction: Top examples
Better satisfy your customers with a customer relationship management (CRM) system! See examples here.
