CRM & Customer Management 7 essential features of CRM software for accountants
Take your accounting firm to the next level. Here are the key features you need to have in a CRM for accountants.
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 
CRM & Customer Management Checklist for Making the Most of Your CRM Free Trial
A CRM free trial gives you a sneak peek of the system — but do you know what to look for? Use this checklist to get the most out of your free trial period.
CRM & Customer Management Benefits of lead management software for marketers
Take your lead management strategy up a notch with this handy how-to guide on using lead management software as a marketer.
CRM & Customer Management Unlocking the power of customer relationship management (CRM) through application programming interfaces (APIs)
A primer on how APIs help CRM integration make complex technological processes more user-friendly and understandable for the non-programmer.
CRM & Customer Management How to set up a QuickBooks customer portal
Great customer service keeps customers coming back. Extend the power of QuickBooks and elevate the customer experience by offering an online portal.
CRM & Customer Management Customer Follow-Up Emails to Drive Repeat Business
Effective customer follow-up leads to repeat business. Here are four emails you should send to create loyal customers and generate new sales.
CRM & Customer Management 5 best practices for sales opportunity management
Stop losing revenue to poor sales opportunity management. Here are 5 tips to help you stay on top of your pipeline and convert more leads to customers.
CRM & Customer Management Lead Tracking Best Practices for Small Businesses Using QuickBooks
If you’re struggling to track sales leads in QuickBooks, it’s time for a change. Here are 4 ways to improve your lead management with a QuickBooks CRM.
CRM & Customer Management Business Opportunity Lead – What is Lead and Opportunity in CRM
Lead management and opportunity management are crucial to small business success. Here's what you need to know about both.
CRM & Customer Management 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.