Resources Hub
Guides, QuickBooks tips, stories, webinars, and product news from the Method CRM Team.
Featured
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AI & Custom CRMWhat is Method AI? Customize your QuickBooks CRM in plain English
Learn how Method AI lets you customize your QuickBooks-connected CRM in plain English. Adjust fields, layouts and list views, and understand how your CRM works.
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PaymentsHow Method Pay simplifies payments for manufacturers, warehouses, and distributors
See how Method Pay helps manufacturers, and distributors collect payments, sync invoices to QuickBooks, reduce reconciliation work, and more.
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Method News2025 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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Method NewsIntroducing 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.
Articles
How-to guides, comparison and playbooks for getting more out of QuickBooks, your CRM, and your workflows.
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AI & Custom CRMWe looked at 1,901 CRM customization requests. Here’s what different industries want to build
We reviewed 1,901 CRM requests across multiple industries. See what each one asked for and what to test in your next CRM demo.
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AI & Custom CRMMethod AI vs. building your own custom CRM: Should you build or customize?
Should you build your own CRM or customize Method CRM? Compare three-year costs, QuickBooks integration, maintenance, and control.
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ComparisonsEpicor vs. NetSuite vs. Method CRM for industrial equipment distributors
Compare Epicor Prophet 21, NetSuite and Method CRM for industrial equipment distribution, and see which software best fits your business.
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Practical workshops, QuickBooks tips, and stories on quoting, scheduling, invoicing and everything in between.
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Events & Webinars
Live sessions hosted by the Method CRM Team, featuring Method’s product, partners and customers.
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ResourcesWorkflow Workshop: Schedule, Dispatch and Invoice Jobs Without Retyping | Nov 3, 2026
Watch this Workflow Workshop session to see a job go from estimate to a routed work order, through the Field Crew app and into QuickBooks as an invoice.
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ResourcesWorkflow Workshop: Let Customers Approve and Pay Their Own Estimates | Oct 27, 2026
Watch this Workflow Workshop session to see how to bring leads into Method from a spreadsheet, your inbox or your website, and get each one to the right rep.
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ResourcesIntroducing Method Pay: From Estimate to Paid, in One Place | Oct 22, 2026
Watch this webinar to see Method Pay take one estimate from approval to paid, with card, ACH and Tap to Pay, and every payment synced to QuickBooks.
Case Studies
See how manufacturers, distributors and service companies customized their CRM to fit the way they already work, and not the other way around.
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Customer StoriesHow a parts distributor scaled without an ERP
To connect siloed systems and reduce manual workflows, Go Powertrain used Method CRM to create a fully connected, customized operation that integrates sales, inventory, and customer management.
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Customer StoriesHow a manufacturer sped up order processing
To bring order to a growing web of manual processes, J.P. Cooke Company worked with Marwan Dajani of Alef Team Business Solutions to build a more efficient, connected operation using Method CRM.
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Customer StoriesHow a canvas fabricator saved 10 hours / week
The Topstitch Canvas team used to dread Fridays. It meant 10+ hours of scheduling and admin work just to align their systems, client files, and team. With Method as their source of truth, that now takes minutes.
Method News & Press Release
The latest from Method CRM: product launches, company milestones and press releases.
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Payments
How Method Pay simplifies payments for manufacturers, warehouses, and distributors
See how Method Pay helps manufacturers, and distributors collect payments, sync invoices to QuickBooks, reduce reconciliation work, and more.
-
Method News
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.
-
Method News
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.
Book a demo
30 minutes with a Method expert. Bring your messiest process and we'll show you what it would look like in Method.