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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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.
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Method’s Outlook Email Gadget is Now Available!!
You do some of your most important work from Outlook, but since all that work is in your inbox, it means double data entry in your CRM so the rest of your team can see everything that’s going on. Enter Method’s Outlook Email Gadget.
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Closing sales made simple: 5 tips for small business sales reps
Struggling with closing sales? Check out these 5 strategies to make closing the deal easier, plus tips on how a QuickBooks-integrated CRM can help.
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Customer Follow-Up Emails to Drive Repeat Business
Effective customer follow-up leads to repeat business. Here are four emails you should send to create loyal customers and generate new sales.
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3 Essential Lead Marketing Campaigns to Keep Your Leads Warm
If you’re not marketing to your leads, what are you waiting for? Here are 3 lead marketing campaigns to help you engage with potential customers and increase sales.
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5 best practices for sales opportunity management
Stop losing revenue to poor sales opportunity management. Here are 5 tips to help you stay on top of your pipeline and convert more leads to customers.