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.

Best CRM for service business Field Services

Best CRM for your service business in 2026

In this article, you’ll look at different CRM for service business companies to help you choose the right software.
how-much-does-insightly-cost-method-crm CRM & Customer Management

How much does Insightly cost? (2026 pricing breakdown)

Looking for Insightly cost details? We break down Insightly pricing plans, features, and more so you can decide if it’s the right CRM for your small business.
CRM & Customer Management

Choosing a CRM for cleaning business success (2026)

Looking for the best CRM for cleaning business owners? Learn how to manage scheduling, invoicing, recurring jobs, and customer communication in one customizable system.
Work order management software Method CRM Field Services

Work order management software guide (2026)

Looking for work order management software? Learn how to track maintenance requests, assign work orders, and connect jobs to QuickBooks.
Sales proposal example Method CRM Sales

Sales proposal example and tips to win over clients in 2026

View a sales proposal example and learn to write proposals that win over clients and sync with QuickBooks.
White label client portal Method CRM CRM & Customer Management

White label client portal guide: Branding, access, and automation in 2026

Learn how to build a white label client portal that reflects your brand, automates client workflows, and integrates with your CRM and tools.
zoho-crm-cost-method CRM & Customer Management

How much does Zoho CRM cost? (2026 pricing breakdown)

Learn everything you need know about Zoho CRM costs and whether the software solution is right for your business.
create-your-own-crm-method CRM & Customer Management

How to create your own CRM (2026 guide)

Learn how to create your own CRM system tailored to your business needs — step‑by‑step guide to design, build, integrate, and automate a custom CRM that improves workflows, customer data, and scalability.
manufacturing-customer-portal-method-crm CRM & Customer Management

Manufacturing customer portal best practices for 2026

Discover how a manufacturing customer portal can streamline orders, provide real‑time order status, and transform the customer experience for manufacturing companies.
method-crm-for-sales-reps CRM & Customer Management

CRM for sales reps: 12 best tools to boost close rates

Looking for the best CRM for sales reps? See how the right CRM helps manage pipelines, automate tasks, close deals faster, and support your workflow.