Small business knowledge hub
Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
Want to see it in action first? Take me there →
Featured posts
-
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.
-
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.
-
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
-
From Casual Buyer to Loyal Fan: 4 Ways to Improve Customer Retention
Improve your customer service and boost your bottom line! Harness the power of CRM software and other tools to turn customers into repeat customers.
-
The 7 best QuickBooks books for successful ProAdvisors
For QuickBooks Pro Advisors, ongoing education is essential to professional success. Here are 7 books to keep you up to date on the wide world of FinTech.
-
How To Generate Leads For Manufacturing Businesses
If your sales funnel is looking a little sparse, it may be time to try something new. Here are 6 great ideas to generate leads for manufacturing companies.
-
6 reasons to stop using Excel as a CRM
Spreadsheets are great for simple data management, but they’re no match for complex business needs. Here are 6 reasons to switch from Excel to a real CRM.
-
Setting SMART goals: A step-by-step guide to achieving successful sales goals
If you don’t have defined sales goals, you’re doing everyone on your team a disservice. Here are some tips for setting realistic targets for your business.
-
CRM Comparison: Method vs. Zoho
Choosing a CRM for your small business is no easy feat, so comparing your options is essential. Here’s how Method CRM and Zoho measure up.
-
13 must-read books for accountants and bookkeepers
Who said accounting books were boring? Learn new skills and get inspired by checking out these top-rated books by finance industry leaders.
-
Best Outlook Add-Ins for Sales Reps
Outlook add-ins can help salespeople get organized, write better emails, and provide better customer service. Here are six great tools to add to your inbox.
-
Top 5 Method CRM features for sales reps
Learning new software can be tricky — but you don’t have to figure it out alone! Here are the best Method CRM features to help sales reps work productively.
-
How to Accept PayPal Credit Card Payments
In the past, credit card processing was something only large businesses could afford. These businesses were also the only ones who had the time and resources to deal with the associated headaches. However, today there are many different ways to accept credit card payments and even small businesses can take advantage of them. PayPal is…
-
7 Must-Read Books for Small Business Owners and Entrepreneurs
As a small business owner, you have to keep your business skills sharp to maintain an edge over your competitors. The tried and true way of doing this, even in the digital age, is reading thought-provoking books by fellow entrepreneurs and business experts. However, finding the time to sort through bookstore shelves (whether in the…
-
Key features of a construction CRM
There are a lot of CRMs out there, but which one is right for your business? This article covers five key features that any construction CRM should have.