---
description: Review of Multi-entity Accounting CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Multi-entity Accounting CRM | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Lead Generation Software](/directory/1674/lead-generation/software) > [Multi-entity Accounting CRM](/software/531466/Multi-entity-Accounting-CRM)

# Multi-entity Accounting CRM

Canonical: https://www.softwareadvice.com.au/software/531466/Multi-entity-Accounting-CRM

> Method's Multi-entity Accounting CRM is a software designed to connect multiple QuickBooks accounts within a centralized customer relationship management system. It allows businesses to manage multiple entities, franchises, or locations while keeping financial data separate for each entity.

The system offers real-time two-way synchronization with QuickBooks versions such as Online, Desktop, and Enterprise Suite. It provides consolidated reporting for organization-wide visibility while maintaining entity-specific user permissions. Location managers can access only the data relevant to their operations. Standardized workflow templates for estimates, invoices, and transactions help ensure consistency across all entities. The platform includes tools such as lead management, customer portals, mobile access, e-signature functionality, and payment processing. Each location can adjust certain features to suit its needs while adhering to standardized processes set by headquarters. 

The system reduces duplicate data entry, supports cash flow management, and enables consolidated financial reporting across entities. It helps businesses monitor performance and make informed decisions.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Method Integration
- **Location**: Toronto, Canada
- **Founded**: 2010

## Commercial Context

- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Get QuickBooks sync, a live walkthrough, and a free hour of 1:1 customization to tailor Method to your unique business needs.
- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Brand Management
- CRM
- Contact Database
- Contact Management
- Conversion Tracking
- Data Import/Export
- Drag & Drop
- Email Marketing
- Engagement Tracking
- Event Triggered Actions
- Franchise Operations Management
- Lead Capture
- Lead Management
- Mobile Access
- Multi-Location
- Pipeline Management
- Prospecting Tools

## Integrations (10 total)

- Gmail
- Microsoft Outlook
- QuickBooks Desktop
- QuickBooks Enterprise
- QuickBooks Online
- QuickBooks Online Accountant
- QuickBooks Online Advanced
- Square Payments
- Xero
- Zapier

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Lead Generation Software](https://www.softwareadvice.com.au/directory/1674/lead-generation/software)

## Related Categories

- [Lead Generation Software](https://www.softwareadvice.com.au/directory/1674/lead-generation/software)
- [Franchise Management Software](https://www.softwareadvice.com.au/directory/4575/franchise-management/software)

## Alternatives

1. [ClientTether](https://www.softwareadvice.com.au/software/240013/clienttether) — 4.8/5 (44 reviews)
2. [FranConnect](https://www.softwareadvice.com.au/software/239408/franconnect) — 4.3/5 (207 reviews)
3. [Cerca](https://www.softwareadvice.com.au/software/261544/franchise-on-cloud) — 4.8/5 (35 reviews)
4. [BrandWide](https://www.softwareadvice.com.au/software/146131/brandwide) — 5.0/5 (26 reviews)
5. [Seenaps](https://www.softwareadvice.com.au/software/530575/Seenaps) — 4.8/5 (5 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/531466/Multi-entity-Accounting-CRM)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/531466-Multi-entity-Accounting-CRM/> |
| en-AU | <https://www.softwareadvice.com.au/software/531466/Multi-entity-Accounting-CRM> |
| en-GB | <https://www.softwareadvice.co.uk/software/531466/Multi-entity-Accounting-CRM> |
| en-IE | <https://www.softwareadvice.ie/software/531466/Multi-entity-Accounting-CRM> |
| en-NZ | <https://www.softwareadvice.co.nz/software/531466/Multi-entity-Accounting-CRM> |

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