Small business knowledge hub
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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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.
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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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3 Best QuickBooks Desktop alternatives for 2025 (Navigate the Stop-Sell)
Here are the top 3 QuickBooks Desktop alternatives to consider after its stop-sell. (OR—don’t switch at all. We also show you how to use Method to extend the life of QuickBooks Desktop!)
Latest posts
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5 best sales commission tracking software for your business
Automate the process of managing commissions, saving time, money, and aggravation.
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How CRM improves small business customer experience
This blog post covers all you need to know about creating the best small business customer experience.
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How to create the best customer experience in 2025
This blog post dives into the best ways to create a great customer experience to increase loyalty and boost sales.
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5 reasons why you need customer portal solutions
Customer portal solutions are the key to providing a good customer experience. Read more to find out 5 reasons to use them, and our 10 favorite solution providers.
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How to create a customer experience portal
Providing a good customer experience is essential for any business. This article lays out why a customer experience portal helps you achieve that goal, and the steps on how to create one.
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The ultimate guide to creating great customer experiences
Learn how to create great customer experiences through 7 customer experience improvement strategies.
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Celebrating International Women’s Day: What it means to us
International Women’s Day is a time for celebrating the wonderful women in our lives. Find out what IWD means for Methoders!
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Xero for contractors: All you need to know
This article explores the features that make Xero for contractors an ideal solution for your business.
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How to become a general contractor
Want to know how to become a general contractor, and how to start a general contractor business? This article lays it all out.
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Small business self-starter: How to become a handyman
Finding work as a handyman can be tough. Check out this guide on how you can put your handyman skills to work.
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QuickBooks for construction contractors: All you need to know
This blog highlights all you need to know to simplify your accounting with QuickBooks Contractor Edition!
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Is QuickBooks Online good for contractors?
This article discusses QuickBooks as a solution for contractors, as well as some limitations.