Latest CRM Posts

If you’re still tracking sales leads in spreadsheets or QuickBooks, it’s time for a change. Here are 7 reasons to use Method:CRM for better lead management.
Wish you could bring your desktop software on the go? Learn how Method’s deep integration with QuickBooks gives you greater access to your customer data.
Spreadsheets are great for simple data management, but they’re no match for complex business needs. Here are 6 reasons to switch from Excel to a real CRM.
Choosing a CRM for your small business is no easy feat, so comparing your options is essential. Here’s how Method:CRM and Zoho measure up.
A CRM free trial gives you a sneak peek of the system — but do you know what to look for? Use this checklist to get the most out of your free trial period.
A primer on how APIs help CRM integration make complex technological processes more user-friendly and understandable for the non-programmer.
Is QuickBooks a CRM? Not exactly. If you’re finding it hard to manage customers and sales in QuickBooks, here are some telltale signs it’s time for change.
Choosing smart sales software that integrates financial data makes customer management easier. Here are 5 CRM facts relevant for your business.
Accounting software is great for accounting, but there is more to customers than their financial profile. Learn how a CRM can improve customer satisfaction.
Small businesses struggle trying to fit into constraining one-size-fits-all software. Method’s personalized solution reflects each SMB’s uniqueness.