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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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Introducing Method Enhancements: CRM customization made easy
Introducing Method Enhancements — a faster, transparent way to customize your CRM with real Method Experts. Say yes to industry-specific workflows, same-day implementations, and pricing you can trust. Book your free customization hour today.
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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.
Latest posts
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Your Top 5 Sales Pipeline Questions, Answered
Method’s Sales Pipeline pack is an excellent way to track your opportunities as it progresses through the pipeline. Here are 5 frequently asked questions.
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Method’s Outlook Email Gadget is Now Available!!
You do some of your most important work from Outlook, but since all that work is in your inbox, it means double data entry in your CRM so the rest of your team can see everything that’s going on. Enter Method’s Outlook Email Gadget.
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Closing sales made simple: 5 tips for small business sales reps
Struggling with closing sales? Check out these 5 strategies to make closing the deal easier, plus tips on how a QuickBooks-integrated CRM can help.
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Customer Follow-Up Emails to Drive Repeat Business
Effective customer follow-up leads to repeat business. Here are four emails you should send to create loyal customers and generate new sales.
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3 Essential Lead Marketing Campaigns to Keep Your Leads Warm
If you’re not marketing to your leads, what are you waiting for? Here are 3 lead marketing campaigns to help you engage with potential customers and increase sales.
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5 best practices for sales opportunity management
Stop losing revenue to poor sales opportunity management. Here are 5 tips to help you stay on top of your pipeline and convert more leads to customers.
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Lead Tracking Best Practices for Small Businesses Using QuickBooks
If you’re struggling to track sales leads in QuickBooks, it’s time for a change. Here are 4 ways to improve your lead management with a QuickBooks CRM.
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Business Opportunity Lead – What is Lead and Opportunity in CRM
Lead management and opportunity management are crucial to small business success. Here’s what you need to know about both.
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Your Top 5 QuickBooks Sync Questions Answered
Interested in the most recommended CRM for QuickBooks? Here are the top most frequently asked questions about Method CRM’s 2-way, real time sync with QuickBooks.
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5 reasons why an online customer portal reduces admin work
This article dives into the 5 time-saving benefits of having an online portal that connects to your CRM.
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New! Method CRM joins the QuickBooks Accountant Apps Program
Method CRM is proud to be a featured app in the QuickBooks Accountant Apps Program — a new program making life easier for accountants and their clients.
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5 perks of construction estimating software that integrates with QuickBooks
Are you missing out on the chance to streamline your sales process? Here are 5 benefits of using estimating software that integrates with QuickBooks.
