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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7 best CRMs for construction businesses in 2026

Less chaos, more control: explore 7 construction CRMs that streamline projects, automate invoicing, and keep crews & clients in sync—on-site or on the go.
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7 best CRMs for IT service providers in 2026

Stop rebooting spreadsheets. Compare the 7 best CRMs for IT service providers—ticketing, contract tracking & QuickBooks sync—to scale without service hiccups.
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7 best CRMs for landscapers who have complex workflows

Discover 7 CRMs landscapers love—stop losing leads, sync QuickBooks, quote & invoice on the go, automate schedules, and keep customers (and sanity) happy.
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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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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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Winning Tactics for Navigating Tariffs, Supply Disruptions, and Rising Costs

7 strategies from Method, Katana, and two industry experts to safeguard margins amid tariffs, supply-chain shocks & 30% cost hikes for SMB manufacturers.
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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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What Sales, Order & Inventory Automation Should Look Like in 2026

Learn to align Sales & Finance in QuickBooks for streamlined processes, accurate forecasts, and profitable growth—expert tips from Method & FinOptimal.
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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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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.