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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.

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CRM & Customer Management

How to get more repeat customers with a CRM solution

A repeat customer is like the gift that keeps on giving. They make multiple purchases, are cheap to acquire, and even refer new business to you. So the question is, how do you get more of them?
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Accounting

QuickBooks CRM integration: How to make the right choice

Learn the value of a QuickBooks CRM integration and learn the top QuickBooks CRMs on the market. Better yet, get a checklist to kickstart your evaluation.
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CRM & Customer Management

How Automation Helps You Get the Most from a Lead Gen Form

With Method's automated lead gen forms, nothing stops potential buyers from getting in touch with you and closing deals gets that much easier.
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CRM & Customer Management

Method CRM features to get excited about in 2026

We share the latest improvements to Method CRM and explore the benefits of our features for growing businesses.
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Sales

5 Benefits of CRM Software for Sales Teams

The right technology goes a long way towards making your sales team more productive and successful. Here are benefits of CRM software for sales reps.
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Sales

How to Ensure CRM Initiatives Drive Strong ROI

Your CRM is a valuable sales tool, but are you using it to its full potential? Here are 7 tips to help you leverage your CRM to close more deals.
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CRM & Customer Management

6 Questions to Ask When Selecting a CRM

Struggling to select the right CRM for your business? Use this checklist to ensure the software you choose meets all of your needs.
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CRM & Customer Management

Essential Features of a Nonprofit CRM

A great CRM can help nonprofits minimize data entry, streamline workflows, and improve donor relationships. Here are the 7 features your CRM should have.
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