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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How to get construction leads for construction projects
Here are the top 5 ways you can get more construction leads, convert them into life long customers, and drive the best bottom line possible.
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6 customer retention strategies you need to implement
Here are the top 6 customer retention strategies that will help you grow your business and make this your best financial year yet.
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How to manage your small business reopening
We look at how small businesses can set themselves up for a successful reopening.
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Small business survival: How a CRM can help you
With economic recovery on the horizon, it’s time to think about your small business survival plan and how a CRM can help you grow.
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How to increase wholesale sales?
With 800,000 wholesale businesses in the U.S. alone, wholesale is a very competitive space. Here are 4 ways you can increase your wholesale sales.
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What you need to include in your small business recovery plan
With small business recovery on the horizon for many, now is the time to create your plan for getting back to business.
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Sales outreach: How to grab prospect attention
Sales outreach is a crucial, make-it-or-break-it part of the sales cycle. Learn how you can make the most of your sales outreach efforts.
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More information at a glance with Method’s updated experience
The main job of a CRM is to provide small businesses with a complete picture of their contacts. In this updated experience, you’ll enjoy an improved at-a-glance view of Contacts and their related information.
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CRM for wholesale: How to make the right choice
Learn what wholesalers need from a CRM to close more deals in this post.
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Paycheck Protection Program (PPP) loan forgiveness: What you need to know
To qualify for loan forgiveness from the Paycheck Protection Program (PPP), there’s a lot of criteria you have to meet. We review each so that you can maximize the PPP loan forgiveness you receive.
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What to look for in your distribution CRM
Learn what separates a great distribution CRM from the rest in this post.
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What CRM Stands For — A Definitive Guide
Find out what a CRM is and learn how you could benefit from one in this post.
