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.

CRM & Customer Management

Lead Generation Forms for Your WordPress Website

Do you want to convert website traffic into quality leads? Use Method to send leads directly from your website into your CRM using our lead generation form.
CRM & Customer Management

Why Should You Use Donor Management Software That Works with QuickBooks?

If your nonprofit uses QuickBooks, finding donor management software that works with it is a must! Here's a crash course on the benefits of Method:Donor.