Is QuickBooks a CRM? Why you need a customer management system
QuickBooks is your accounting hub, but customer management is about more than numbers. Learn how Method CRM helps you build strong customer relationships.
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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.
Best Outlook Add-Ins for Sales Reps
Outlook add-ins can help salespeople get organized, write better emails, and provide better customer service. Here are six great tools to add to your inbox.
6 Gmail Integrations to Improve Your Sales Capabilities
Looking for an email add-on to make your sales work easier? These handy Gmail integrations will help you automate tasks and streamline your communication.
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.
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.
2 ways for customers to accept QuickBooks estimates online
QuickBooks may not let customers accept estimates online, but that doesn't mean it can't be done! Here are 3 options that will make your life easier.
The top 6 signs you’re outgrowing QuickBooks and need a CRM
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.
3 Ways Small Businesses Can Combat Counterfeiters
The worst nightmare for any small business owner is to find your product being manufactured and circulated by counterfeiters. Protect your business with these 3 takeaway tips.