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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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Introducing Method Enhancements: CRM customization made easy
Introducing Method Enhancements — a faster, transparent way to customize your CRM with real Method Experts. Say yes to industry-specific workflows, same-day implementations, and pricing you can trust. Book your free customization hour today.
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Method Named Intuit Platinum Partner, Expands Support for Intuit Enterprise Suite and Multi-Entity Customers with Launch at Intuit Connect
Method is now an Intuit Platinum Partner, expanding support for Intuit Enterprise Suite with a multi-entity CRM solution that unifies data and operations.
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The Multi-Entity Playbook: A Smarter Way to Scale on QuickBooks
Managing a multi-entity business doesn’t have to be complicated. With Method CRM, you can streamline operations, connect key pieces, and bring clarity to every part of your business.
Latest posts
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![Why customer retention is key to small business success [Infographic]](data:image/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==)
Why customer retention is key to small business success [Infographic]
Check out this infographic to learn the benefits of customer retention for small businesses.
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10 Method zaps that will make your life easier
Learn how Zapier can increase your productivity and help you get even more out of Method.
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3 easy ways to improve your customer retention rate with Method CRM
A strong customer retention rate is often the key to small business success. Learn how using Method CRM can help you get more repeat customers.
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How to get more repeat customers with a CRM solution
A repeat customer is like the gift that keeps on giving. They make multiple purchases, are cheap to acquire, and even refer new business to you. So the question is, how do you get more of them?
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How to get construction leads for construction projects
Here are the top 5 ways you can get more construction leads, convert them into life long customers, and drive the best bottom line possible.
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6 customer retention strategies you need to implement
Here are the top 6 customer retention strategies that will help you grow your business and make this your best financial year yet.
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How to manage your small business reopening
We look at how small businesses can set themselves up for a successful reopening.
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Small business survival: How a CRM can help you
With economic recovery on the horizon, it’s time to think about your small business survival plan and how a CRM can help you grow.
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How to increase wholesale sales?
With 800,000 wholesale businesses in the U.S. alone, wholesale is a very competitive space. Here are 4 ways you can increase your wholesale sales.
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What you need to include in your small business recovery plan
With small business recovery on the horizon for many, now is the time to create your plan for getting back to business.
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Sales outreach: How to grab prospect attention
Sales outreach is a crucial, make-it-or-break-it part of the sales cycle. Learn how you can make the most of your sales outreach efforts.
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More information at a glance with Method’s updated experience
The main job of a CRM is to provide small businesses with a complete picture of their contacts. In this updated experience, you’ll enjoy an improved at-a-glance view of Contacts and their related information.



![Why customer retention is key to small business success [Infographic]](https://www.method.me/wp-content/uploads/2020/08/SalesPipeline.png)










