CRM Archives

How to upgrade your lead management process with a QuickBooks CRM

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.

4 ways Method CRM helps you do more with your QuickBooks data

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.

6 reasons to stop using Excel as a CRM

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.

CRM Comparison: Method vs. Zoho

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.

Silhouette of a worker and a crane against a sunset.

Key features of a construction CRM

There are a lot of CRMs out there, but which one is right for your business? This article covers five key features that any construction CRM should have.

7 essential features of CRM software for accountants

Take your accounting firm to the next level. Here are the key features you need to have in a CRM for accountants.

Features to Look for in a CRM for Creative Agencies

Don't get stuck with lackluster software. Before choosing a CRM for your agency, make sure it has these 7 key features to boost productivity.

Checklist for Making the Most of Your CRM Free Trial

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.