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.

streak CRM alternatives CRM & Customer Management

Streak CRM alternatives with Gmail integration

Compare top Streak CRM alternatives by pricing, Gmail integration, automation, and scalability; find the best CRM to streamline workflows beyond Streak.
CRM & Customer Management

7 best Pipedrive alternatives for small businesses (2026)

Looking for a cost-effective Pipedrive alternative? Compare pricing, automation, QuickBooks syncing, and more, and see why Method CRM tops the list.
Zendesk alternative CRM & Customer Management

Zendesk alternative guide: 15 platforms to compare

Review today’s leading Zendesk alternatives—pricing, automation, QuickBooks sync, and more.
bitrix24 alternative CRM & Customer Management

Bitrix24 alternative: 6 options to consider in 2026

Explore the best Bitrix24 alternatives for CRM, project management, automation, and integrations. Compare pricing, features, and find the right all‑in‑one tool for your team.
Best CRM for project management CRM & Customer Management

Best CRM for project management in 2026

Looking for the best CRM for project management? See how leading tools connect tasks, timelines, and sales data, plus a QuickBooks-ready option you’ll love.
Webinar Header - 3 Efficiency Levers High-Growth Businesses Use to Scale Resources

3 Efficiency Levers High-Growth Businesses Use to Scale

7 strategies from Method, Katana, and two industry experts to safeguard margins amid tariffs, supply-chain shocks & 30% cost hikes for SMB manufacturers.
Multi-Entity Playbook CRM & Customer Management

The Multi-Entity Playbook: A Smarter Way to Scale on QuickBooks

Managing a multi-entity business doesn't have to be complicated. With Method CRM, you can streamline operations, connect key pieces, and bring clarity to every part of your business.
crm best practices CRM & Customer Management

CRM best practices for small businesses (2026 guide)

The essential CRM best practice guide for small businesses. Learn how to set up your CRM, integrate it with QuickBooks, train your team, and customize it to fit your processes.
Method vs MRPeasy CRM & Customer Management

MRPeasy vs Method CRM Comparison

Compare MRPeasy vs Method CRM to see which fits your business best. Get a breakdown of pricing, features, and who they’re best suited for.