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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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Best CRM for Logistics - Method Blog - Header Image CRM & Customer Management

Top 7 CRM solutions for logistics companies in 2026

Compare the 7 best CRM platforms for logistics in 2025—get QuickBooks sync, mobile tools, custom workflows, and automation that streamline shipments and slash costs.
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Best CRM for Multiple Businesses - Method Blog - Header Image Multi Entity

7 best CRMs for multiple businesses in 2026

Learn about the 7 best CRMs for managing multiple businesses, as well as the must-haves if you want to avoid future multi-entity challenges.
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Best CRM for Blinds Manufacturers - Blog Image - Method CRM Manufacturing

The best 6 CRMs for blinds manufacturers: A complete buyer’s guide

Looking for the best CRM for your blinds business? Compare top platforms built for shutters and window coverings—and see why Method CRM stands out with real-time QuickBooks sync and customizable workflows.
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Fuchsia drawing of a hand drawing in customer review stars. CRM & Customer Management

Top Creatio competitors and alternatives in 2026

Read this blog to discover the best Creatio competitors/alternatives on the market so you can make the most informed CRM decision.
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young woman in a white blazer smiling while working on a laptop Accounting

Oracle NetSuite vs. QuickBooks: 2026 Comparison

Dive into our comparison of Oracle NetSuite vs. QuickBooks for 2025 if you're seeking the right accounting and business management software.
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Photo of programmer working from home CRM & Customer Management

Is Zapier worth it? Zapier pros, cons, and pricing

Is Zapier worth it? Who’s it for? Find out in this blog, and learn about the platform’s features, advantages, and disadvantages.
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customer service representative wearing a headset and using a laptop CRM & Customer Management

The best software for customer service automation in 2026

Discover the best software for customer service to simplify your workflows and personalize customer experiences.
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Woman holding tablet while co-workers point at elements on its screen. CRM & Customer Management

What is opportunity in CRM?

What is opportunity in CRM? Learn about optimizing customer relationships and increasing conversion rates.
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Woman with glasses works on laptop while looking at smartphone CRM & Customer Management

Why CRM is important for small businesses

Nurturing customer relationships is an uphill battle, but CRM can help. Explore why CRM is important for small businesses.
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