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Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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Method Named Intuit Platinum Partner, Expands Support for Intuit Enterprise Suite and Multi-Entity Customers with Launch at Intuit Connect
Toronto, ON – October 16, 2025 – Method, a top-rated CRM integration for QuickBooks customers, today announced it has become an Intuit Platinum Partner, the highest tier in the Intuit App Partner Program. This designation reflects Method’s long-standing commitment to helping small and mid-sized businesses (SMBs) thrive with QuickBooks, while introducing new functionality to support…
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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.
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CRM Evaluation Checklist: 6 steps to choosing the right CRM system for your business
Learn how to evaluate CRM software objectively with this comprehensive CRM evaluation checklist. From identifying your business needs to comparing features and functionality, our guide helps small and mid-sized businesses make an informed decision on the right CRM.
Latest posts
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How to set up recurring payments in QuickBooks Online
Discover how to set up recurring payments in QuickBooks Online with our comprehensive guide.
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How to use categories in QuickBooks Online
Learn how to use categories in QuickBooks Online to stay financially organized and track every sale.
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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 better than Excel for large data — best Excel alternatives
Excel may not be your best bet when it comes to managing large data. Check out this blog to answer what is better than Excel for large data.
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What is a service item in QuickBooks?
What is a service item in QuickBooks? This blog post explains it to help you manage your small business finances with ease.
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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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Is QuickBooks Enterprise cloud-based? All you need to know
Is QuickBooks Enterprise cloud-based? Get all the details on this platform, including multi-user support and mobile access.
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Is QuickBooks easy to learn? Effective ways to learn QuickBooks
Is QuickBooks easy to learn? Who can use it? Find out here and learn about its features, advantages, and disadvantages.
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Is QuickBooks an ERP system? QuickBooks vs. ERP
Is QuickBooks an ERP system or just an accounting system? Get the answer here and learn if it’s the right solution for you.
