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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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Unlocking the power of customer relationship management (CRM) through application programming interfaces (APIs)
A primer on how APIs help CRM integration make complex technological processes more user-friendly and understandable for the non-programmer.
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Must-Read Tips for a Better Accounts Receivable Process
For many small business owners, accounting isn’t the most exciting part of running your business. However, having a good grasp of the fundamentals is essential to keeping your business afloat. In this post, we’re tackling the accounts receivable process — why it matters and how to improve it. What is the accounts receivable process and…
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4 Tips to Revamp Your Vendor Relationship Management
Customer relationship management is all the rage, but it takes more than happy customers to keep a business alive. In fact, maintaining positive customer relationships really begins with effective vendor relationship management. If you’re constantly jumping from one vendor to another in search of a lower price, it will impact your ability to fulfill orders…
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4 Ways to Increase Customer Engagement Through Email Marketing
Effective email marketing leads to increased customer engagement and repeat business. Learn how to use your QuickBooks CRM to create better email campaigns that drive results.
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Why Going Paperless is the Key to Business Success
In today’s digital age, it’s no surprise that many businesses are transitioning from paper-based to paperless processes. Not only is going paperless beneficial for the environment, but it also helps companies streamline their operations and provide better customer service. For small businesses aiming to create loyal customers and drive repeat business, those should be pretty…
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The secret to delegating tasks as a small business owner
In the early stages of running a small business, many business owners handle everything by themselves. While this jack-of-all-trades approach can help get a new business off the ground, it may ultimately lead to burnout. The business owner may also find they’re so busy with day-to-day tasks that they don’t have time to plan for…
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How to set up a QuickBooks customer portal
Great customer service keeps customers coming back. Extend the power of QuickBooks and elevate the customer experience by offering an online portal.
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Best QuickBooks payment gateway for small businesses
Online payment gateways make it easier to accept payments from your customers. Here’s a crash course on using an online payment gateway with your QuickBooks CRM.
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Effective Upselling and Cross-Selling With a QuickBooks CRM
Upselling and cross-selling are great ways to generate new business from existing customers. Learn how a QuickBooks CRM can help you sell more strategically and increase revenue.
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The Best Email Campaigns to Keep Customers Coming Back
Email marketing to existing customers builds loyalty and drives repeat business. Here are three email campaigns that all small business owners should be sending.
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How Method is Getting Ready for GDPR
GDPR has important implications for businesses all around the world. Here’s how we’re preparing to help Method CRM customers stay compliant.
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Your Top 5 Sales Pipeline Questions, Answered
Method’s Sales Pipeline pack is an excellent way to track your opportunities as it progresses through the pipeline. Here are 5 frequently asked questions.
