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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The best 7 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!)
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QuickBooks intercompany transactions: How to manage multiple entities efficiently
Learn what QuickBooks intercompany transactions are, why they matter, how to manage them, and how Method helps streamline workflows across all your entities.
Latest posts
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Top 10 Highlights from QuickBooks Connect San Jose
After a whirlwind three days at QuickBooks Connect San Jose, the Method team is back home in Toronto. We have to say a huge thank you to Intuit for putting on this incredible event; we learned so much and met so many great people. We also had an awesome time providing up-to-the-minute coverage of the…
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3 Strategies to Plan Top-Notch Fundraising Events
Fundraising events require careful planning to really hit their targets. Explore a few foolproof strategies to get started with planning your next event.
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![An Overview of Method CRM [Infographic]](https://www.method.me/wp-content/uploads/2018/11/blog-method-crm-overview-1.png)
An Overview of Method CRM [Infographic]
CRM software helps businesses manage their customer relationships — but the benefits don’t stop there. Here’s a visual overview of what Method CRM can do.
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6 Lead Generation Tips for Accounting Firms
Don’t rely on referrals alone! A strong lead generation strategy is crucial for every accounting firm. Here are six tips to help you bring in new clients.
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CRM comparison: Method vs. Salesforce small business solutions
Before choosing a CRM for your small business, it’s important to compare your options. Here’s a look at the key features of Method and Salesforce.
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9 Tips to Help Nonprofits Send Excellent Donor Thank You Letters
Nonprofits rely on support from loyal donors, so showing donors your appreciation is key. These tips will help you send timely, heartfelt thank you letters.
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New! Updates to the Web to Lead App
Don’t waste time manually entering new sales leads — instead, let your website do the heavy lifting. Here’s what’s new in Method CRM’s web to lead app.
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You’re invited: Fireside chat at QuickBooks Connect San Jose
Technology is changing the accounting industry. Many routine tasks can now be automated through accounting software, leaving accountants wondering what’s in store for their jobs. The answer is simple: they must expand their service offerings to deliver greater value to their clients. One way to achieve this is by combining accounting software with other business…
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Listen Up! 8 Awesome Podcasts for Accountants and Bookkeepers
Struggling to keep up with the latest financial news? These podcasts for accountants will transform your commute into an entertaining learning experience.
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How understanding the different stages of the sales pipeline can help you maximize your revenue and achieve your business goals
Having a clear sales pipeline in your CRM can help you take advantage of opportunities and optimize your conversion rates. Here’s what you need to know.
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10 Great Holiday Fundraising Campaigns for Nonprofits
Nonprofits collect 30% of their yearly donations in December alone. These fundraising campaign ideas will help you make the most of the holiday season.
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Organization tips for accountants and bookkeepers
Feeling overwhelmed by piles of paperwork or a cluttered inbox? Here are five tips to help accountants and bookkeepers stay organized at work.