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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 accounting firms can use CRM software to drive business growth

Modern accountants are evolving to become full-service business advisors. Here's how they can leverage CRM software to drive growth for their clients.
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CRM & Customer Management

Does Your Agency Need a CRM or Project Management Software?

Creative agencies can benefit from CRM or project management software — but which one should you adopt first? Here are some tips to help you decide.
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CRM & Customer Management

An Overview of Method CRM [Infographic]

CRM software helps businesses manage their customer relationships — but the benefits don't stop there. Here's a visual overview of what Method CRM can do.
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method-crm-vs-salesforce CRM & Customer Management

CRM comparison: Method vs. Salesforce small business solutions

Before choosing a CRM for your small business, it's important to compare your options. Here's a look at the key features of Method vs. Salesforce.
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Sales

How understanding the different stages of the sales pipeline can help you maximize your revenue and achieve your business goals

Having a clear sales pipeline in your CRM can help you take advantage of opportunities and optimize your conversion rates. Here’s what you need to know.
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Graphic depicting Insightly vs. Method logos CRM & Customer Management

Method CRM vs. Insightly QuickBooks integration

Before choosing a CRM for your small business, it's important to compare your options. Here's a look at the key features in Method and Insightly.
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Small Business

How Method’s customizable CRM helps you take back control of your business

Learn why a customizable CRM is a game-changer for businesses that want integrated workflow automation.
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CRM & Customer Management

5 ways to work more productively with CRM software integration

Want to connect your desktop accounting software to the other apps you love? Here are 5 ways that Method bridges the gap between QuickBooks and the cloud.
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Computer laptop showing a list of contacts in Method CRM. CRM & Customer Management

Is QuickBooks a CRM? Why you need a customer management system

QuickBooks is your accounting hub, but customer management is about more than numbers. Learn how Method CRM helps you build strong customer relationships.
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CRM & Customer Management

How to upgrade your lead management process with a QuickBooks CRM

If you're still tracking sales leads in spreadsheets or QuickBooks, it's time for a change. Here are 7 reasons to use Method CRM for better lead management.
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