CRM and customer management articles

Method’s CRM guides help QuickBooks and Xero users choose a CRM, move leads out of spreadsheets, and give their teams access to customer records from the office or the field. For a closer look at how Method works with QuickBooks, explore its customer management capabilities and the customer information it brings together in one place.

inside of a truck Field Services

Work order management systems to watch out for in 2026

Work order management streamlines your work order process, but also improves your business operations. Find out how in this blog.
Mechanic uses QuickBooks Online on her tablet at work. QuickBooks

How to create an estimate in QuickBooks Online: The better way

Learn how to create an estimate in Quickbooks Online and how Method can enhance your estimate process.
CRM & Customer Management

Top contenders: CRM for workflow automation

Find out how using a CRM for workflow automation will enhance your team's productivity and drive your business forward.
3 screens stock CRM & Customer Management

The best CRM workflows for growing businesses

Find out how CRM workflow automation can empower your team to accomplish more and take your business to the next level.
compass CRM & Customer Management

Why sales automation is the way forward

Sales automation will save you time doing tedious tasks so that you can focus on growing your business. Check out this blog to learn how.
Man looking through binoculars CRM & Customer Management

Future CRM trends your small business needs to watch out for

Discover the top 3 CRM trends for small businesses and learn how to action them in this post.
Black 4 painted on a white brick wall. CRM & Customer Management

4 ways reporting just got easier in Method CRM

One of the best parts about using Method CRM just got better — its reporting capabilities. Check out this blog post to learn how recent updates can help you grow your business faster.
Small Business

How software integrations help small businesses succeed [Infographic]

Learn how software integrations can streamline your small business and help you drive a better bottom line.
CRM & Customer Management

10 Method zaps that will make your life easier

Learn how Zapier can increase your productivity and help you get even more out of Method.
CRM & Customer Management

3 easy ways to improve your customer retention rate with Method CRM

A strong customer retention rate is often the key to small business success. Learn how using Method CRM can help you get more repeat customers.