Small business knowledge hub
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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CRM Evaluation Checklist: 6 steps to choosing the right CRM system for your business
Learn how to evaluate CRM software objectively with this comprehensive CRM evaluation checklist. From identifying your business needs to comparing features and functionality, our guide helps small and mid-sized businesses make an informed decision on the right CRM.
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The best 6 CRMs for blinds manufacturers: A complete buyer’s guide
Looking for the best CRM for your blinds business? Compare top platforms built for shutters and window coverings—and see why Method CRM stands out with real-time QuickBooks sync and customizable workflows.
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3 Best QuickBooks Desktop alternatives for 2025 (Navigate the Stop-Sell)
Here are the top 3 QuickBooks Desktop alternatives to consider after its stop-sell. (OR—don’t switch at all. We also show you how to use Method to extend the life of QuickBooks Desktop!)
Latest posts
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Top 5 best electrical estimating software 2025
An electrical estimating software will send out estimates efficiently, get your customers’ approval, and convert them to invoices.
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Top 4 best field service management software 2025
With field service management software, you can create the most efficient schedules for your team on the field and send real-time updates.
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Contractor management software: The complete guide?
The best contractor management software is the one that adjusts to your business the best. Keep reading to find out which one to choose.
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A guide to the best contact management software 2025
A contact management software can boost your sales, but how do you pick the right one for your business? Keep reading to find out!
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Top best customer tracking software — A definitive guide
Customer tracking software keeps sales opportunities from falling through the cracks. Pick the best alternative for your business.
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Best client management apps you can use in 2025
A client management app speeds up your lead-to-cash process so no lead goes unnoticed. Find the best fit for you on our list!
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Best construction CRM software 2025
Start boosting your profits with the best construction software. Find out which system fits your needs to save time and money.
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Sales pipeline stages — A definitive guide on the best software
Manage your software sales pipeline stages with a software and take every opportunity to make a sale. Find out which are the best systems!
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Best CRM software for Outlook integration
A CRM software Outlook integration will boost your productivity and help you make the most of your resources. Find the best option for you!
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Top 5 best invoice and estimate software 2025
An invoice and estimate software will streamline your business operations. Find out what the best systems are for 2025.
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Top reasons to integrate CRM and accounting software
A CRM and accounting software integration is a modern solution for managing your business.
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Top best sales reporting software 2025
When it comes to evaluating sales metrics, there’s no better way to do it than with sales reporting software integrations.