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.
Latest Eilis McCann posts
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.
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.
2 ways for customers to accept QuickBooks estimates online
QuickBooks may not let customers accept estimates online, but that doesn't mean it can't be done! Here are 3 options that will make your life easier.
How an Education CRM Helps ‘Breaking the Barrier’ Bring Language Learning Across the Globe
Breaking the Barrier was looking for a QuickBooks-integrated sales tool. Learn how Method has helped them manage their sales and provide top-notch service.
How a Creative Service Business Streamlined Their Purchase Order Process
In this interview you’ll hear firsthand how Laura Gray saved herself from double data entry by streamlining her purchase order process with Method CRM.
A Simplified Estimate Process for Allegro Design Co
Learn how an architecture firm sped up their contract and estimate process by streamlining their firm's operations with Method CRM.
5 Signs You’ve Outgrown QuickBooks Customer Manager
Last updated Jan 3, 2026. In business and in life, it’s hard to walk away from what we already know. It’s easy to stay on the same path. It’s comfortable and familiar. But is it the best way to go? When it comes to new customer management software, it can be especially difficult to cut […]
5 Ways to Get Your Sales Team Excited About CRM Adoption
For a CRM to really help a business grow sales, the whole team has to be on board. Here are some best practices to help CRM adoption for sales teams.
The top 6 signs you’re outgrowing QuickBooks and need a CRM
Is QuickBooks a CRM? Not exactly. If you’re finding it hard to manage customers and sales in QuickBooks, here are some telltale signs it’s time for change.