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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QuickBooks signature capture: How to make it possible
Approving estimates and invoices is much easier with digital signature capture. This blog explains how to make that possible in QuickBooks.
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Electronic signature QuickBooks Online: What you need to know
A QuickBooks electronic signature allows you to close sales faster, sign contracts faster, and build trust with your customers.
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DocuSign QuickBooks integration: A better way
A DocuSign QuickBooks integration allows you to sign invoices and estimates digitally. This app integration will help you get paid quicker and easily.
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How to add signature line in QuickBooks
Digital signatures can help you save time and improve customer experience. Learn how to add signature line in QuickBooks with the Method CRM!
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How to make a great customer experience: The ultimate guide
Figuring out how to make a great customer experience doesn’t need to be a headache. Win your customers’ hearts through 8 simple steps!
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How to enhance customer experience: 8 actions to take
Learn how to enhance customer experience and land more sales for your business!
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How CRM increases customer satisfaction: Top examples
Better satisfy your customers with a customer relationship management (CRM) system! See examples here.
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Customer experience vs. customer relationship: What’s the difference?
Get your full comparison of customer relationship management vs. customer experience here!
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10 best Xero CRM integrations for 2025
Enhance your accounting software with the best Xero CRM integrations. Check out this blog for your top choices.
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How to improve customer service: Top tips for small businesses
Enhancing your customer service is much easier than you think with these helpful tips!
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The best CRM for customer service in 2025 and beyond
Your quality of customer service has a significant impact on your performance. Here is a list of CRMs to improve your customer service.
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The top 8 small business customer service improvement strategies
Small business customer service is a breeze with the right resources. Click to see these ideas on how to improve customer experience!