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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What does Your Work, Your Way mean for your business?
Running a small business can be a labor of love, or just a lot of labor, depending on your choice of business software. Did you know that only 22% of the small businesses we recently surveyed have ever invested in a personalized software solution? That means four out of five small business owners are using programs that aren’t…
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5 Scaling New Heights Sessions You Can’t Miss
Next week, we’re packing our bags and heading to New Orleans for Scaling New Heights – an Intuit-centric training conference that empowers accounting professionals to grow their practice. This year at Scaling New Heights we’re offering introductory and intermediate training of Method CRM, sharing our new nonprofit donor management app, Method:Donor, as well as hosting a session to…
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How I Started to Learn and Love Customizing Method
If you’re intimidated by the idea of a customizable CRM, you’re not alone! Here’s how one Method partner dove in headfirst and learned to love customizing.
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![[Webinar] An Introduction to Method:Donor](https://www.method.me/wp-content/uploads/2015/06/DonorWebinar-1.jpg)
[Webinar] An Introduction to Method:Donor
Want to see Method’s donor management software for QuickBooks in action? Register for our webinar to get the inside scoop.
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3 Reasons Every Nonprofit Should Use a CRM
At Method, we understand running a nonprofit organization is a labor of love. You and your team are passionate about your cause and you work tirelessly to raise funds and awareness to benefit others, and we salute you for it! But are you just working hard, or working smart? Here are three reasons why you…
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Why Should You Use Donor Management Software That Works with QuickBooks?
If your nonprofit uses QuickBooks, finding donor management software that works with it is a must! Here’s a crash course on the benefits of Method:Donor.
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Methoders Ride for Heart
The Method CRM team is gearing up to participate in the Ride for Heart charity bike ride. Learn what inspired our employees to take part!
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![Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 4]](https://www.method.me/wp-content/uploads/2015/05/frank-feature-image-1.png)
Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 4]
Welcome back to our ongoing series on simplifying your small business workflow. If you’re just joining us, it’s not too late to catch up! So far, we’ve caught up with Olivia the Ops Manager, Grumpy Gus the Sales Rep, and Debbie the Customer Service Manager. In each case we’ve illustrated how a CRM for QuickBooks…
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My Life Since Method:Walks Started
The Method team is participating in a steps challenge, and competition is getting fierce! Here’s an inside look at what all of this walking is doing to us.
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![Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 3]](https://www.method.me/wp-content/uploads/2015/05/debbie-feature-image-1.png)
Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 3]
Welcome back to our ongoing series detailing how you (yes, you!) can simplify and streamline your small business workflow. If this is your first time here, why not check out part one and part two? Last time, we visited Grumpy Gus, the sales rep who unified his workflow courtesy of a CRM for QuickBooks solution.…
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![Simplify your small business workflows for a faster (and happier) team [Part 2]](https://www.method.me/wp-content/uploads/2015/04/grumpy-gus-feature-image-1.png)
Simplify your small business workflows for a faster (and happier) team [Part 2]
Welcome back to our small business workflow series. Last time, I started the series off by highlighting a few key reasons your small business is operating with an inefficient internal workflow. If you missed it, check it out to get acquainted with how the series will unfold over the next few weeks. I first introduced…
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2 Simple Tactics to Successful Small Business Email Marketing
Is your small business new to the email marketing game? Have no fear — here are two simple tactics to help you create successful campaigns.