Latest Study Guide posts

Integrations with Method
Integrate Method with your favorite tools You can integrate Method with solutions beyond QuickBooks. Study time: 10 minutes Make the best QuickBooks CRM even better. Take advantage of native integrations with apps like Gmail and Outlook, or connect Method:CRM to hundreds of other apps via Zapier. Method:CRM integrates with popular payment gateways such as Intuit QuickBooks Payments (only for U.S. QuickBooks …

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Introduction to CRM
An introduction to Method:CRM Understand the basics of customer relationship management (CRM) and how Method:CRM can help your clients grow. Study time: 10 minutes What is a CRM? CRM stands for Customer Relationship Management and is a type of software that helps you better manage your relationships with leads and customers.  At its core, CRM software unifies …

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Method Apps
Your guide toMethod apps Learn how Method apps can help your clients succeed. Study time: 30 minutes What are the apps and packs offered by Method:CRM? Within Method, you will see a variety of different apps. Each app has its own CRM specialty from contact management to activity tracking and is fully customizable to your …

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