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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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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What is opportunity in CRM?

What is opportunity in CRM? Learn about optimizing customer relationships and increasing conversion rates.
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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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What is a CRM software? All you need to know

What is a CRM software? Find out how it works and the different types and benefits it offers to grow your business. Read here!
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Is Zoho free to use — What will you get in the free version?

As the demand for CRM increases, businesses are turning to platforms like Zoho CRM. But is Zoho free to use? Keep reading to find out!
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HubSpot vs. Salesforce: Is HubSpot better than Salesforce?

Is HubSpot better than Salesforce? Here we compare and evaluate both CRMs to help you determine what works best for your business.
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Does Google have a free CRM? Best CRMs for Google users

Does Google have a free CRM? In this blog, find out and learn about the best CRMs for small businesses in the market.
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What are the best construction CRM software 2026?

Do you want to speed up your lead-to-cash process? Find out which construction CRM software is the best fit for you.
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Top 5 best CRM apps and why your small business needs it

As your customer base grows, take advantage of every sales opportunity with a CRM app and provide an unforgettable customer service.
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What is CRM software integration? All you need to know

You don't need to manage all your processes separately, you just need a CRM software integration to effectively handle everything at once.