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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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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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Business Going Global: 5 International Business Trends for Accountants to Watch
Is your accounting practice ready to expand beyond borders and succeed internationally? Improve your odds by keeping up with these 5 must-watch trends.
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What Your Nonprofit Board Should Know About CRM Software
Thinking of implementing a CRM for your nonprofit? It’s a valuable investment — but your board of directors may be hesitant. Here’s what they need to know.
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6 Questions to Ask When Selecting a CRM
Struggling to select the right CRM for your business? Use this checklist to ensure the software you choose meets all of your needs.
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Big Impact on a Small Budget: Social Media Tips for Nonprofits
From recruiting volunteers to raising funds, social media is a valuable tool for nonprofits. Here’s how to generate big results without spending big bucks.
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How to Build a Successful Consulting Practice
Moving from corporate life to consulting requires careful planning and stellar relationship management. Learn how a CRM can help new consultants succeed.
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3 Brand Storytelling Lessons for Every Business
Telling good stories is a powerful way of connecting consumers to your brand. Here are three lessons on brand storytelling every business can use.
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Uber and Airbnb: Lessons from Sharing Economy Success Stories
With the advent of the sharing economy, customer expectations have changed dramatically from just a decade ago. They expect more options and they expect them faster than ever.
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How to Creatively Motivate Your Fundraisers
Nonprofits rely on loyal volunteers to bring in funds, so it’s important to keep them happy. Here are 5 great ways to engage and motivate your fundraisers.
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How to Drive Efficiencies in the Modern Manufacturing Sector
The manufacturing sector is becoming increasingly technology-driven. Learn why a CRM should be a key component of your company’s app ecosystem.
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Essential Features of a Nonprofit CRM
A great CRM can help nonprofits minimize data entry, streamline workflows, and improve donor relationships. Here are the 7 features your CRM should have.
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Why CRM solutions increase construction project success
In the fast-moving construction industry, having access to the right data is essential. Learn how CRM software helps construction companies stay up to date.
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Benefits of CRM Software for Independent Consultants
As a consultant, you’re always juggling multiple clients and projects. Learn how a QuickBooks CRM can help you stay organized and work efficiently.