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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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2025 proved something about successful businesses
In 2025, Method spent 24,572 hours customizing CRMs for manufacturers, distributors, and service companies. The most successful businesses refuse to change their proven processes to fit rigid software, but adapt software to fit their actual workflows instead.
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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
Method is now an Intuit Platinum Partner, expanding support for Intuit Enterprise Suite with a multi-entity CRM solution that unifies data and operations.
Latest posts
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Best QuickBooks payment gateway for small businesses
Online payment gateways make it easier to accept payments from your customers. Here’s a crash course on using an online payment gateway with your QuickBooks CRM.
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Effective Upselling and Cross-Selling With a QuickBooks CRM
Upselling and cross-selling are great ways to generate new business from existing customers. Learn how a QuickBooks CRM can help you sell more strategically and increase revenue.
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The Best Email Campaigns to Keep Customers Coming Back
Email marketing to existing customers builds loyalty and drives repeat business. Here are three email campaigns that all small business owners should be sending.
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How Method is Getting Ready for GDPR
GDPR has important implications for businesses all around the world. Here’s how we’re preparing to help Method CRM customers stay compliant.
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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.
