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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Method Named Intuit Platinum Partner, Expands Support for Intuit Enterprise Suite and Multi-Entity Customers with Launch at Intuit Connect
Toronto, ON – October 16, 2025 – Method, a top-rated CRM integration for QuickBooks customers, today announced it has become an Intuit Platinum Partner, the highest tier in the Intuit App Partner Program. This designation reflects Method’s long-standing commitment to helping small and mid-sized businesses (SMBs) thrive with QuickBooks, while introducing new functionality to support…
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The Multi-Entity Playbook: A Smarter Way to Scale on QuickBooks
Managing a multi-entity business doesn’t have to be complicated. With Method CRM, you can streamline operations, connect key pieces, and bring clarity to every part of your business.
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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.
Latest posts
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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.
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Customer experience vs. customer relationship: What’s the difference?
Get your full comparison of customer relationship management vs. customer experience here!
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10 best Xero CRM integrations for 2025
Enhance your accounting software with the best Xero CRM integrations. Check out this blog for your top choices.
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How to improve customer service: Top tips for small businesses
Enhancing your customer service is much easier than you think with these helpful tips!
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The best CRM for customer service in 2025 and beyond
Your quality of customer service has a significant impact on your performance. Here is a list of CRMs to improve your customer service.
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The top 8 small business customer service improvement strategies
Small business customer service is a breeze with the right resources. Click to see these ideas on how to improve customer experience!
