#1 CRM for Multi-entity businesses using QuickBooks

Connect all your QuickBooks entities in one place. Manage operations with standardize processes while keeping each entity separate.

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#1 CRM for Multi-entity businesses using QuickBooks

Connect all your QuickBooks entities in one place. Manage operations with standardize processes while keeping each entity separate.

Centralized control, separate access

Tailor workflows to match each location’s unique processes, from lead capture to invoicing. Method adapts to each entity’s needs while preserving your business-wide standards.

Custom workflows per entity

Two-way, real-time sync

Method Multi-entity syncs with QuickBooks Online, Desktop, Enterprise, or the Intuit Enterprise Suite in real time. No toggling, no double entry.

Stay in control across all entities while giving each location access to only what they need.
Set user permissions and maintain consistency without micromanaging.

Built for control, visibility, and flexibility across every location

The only CRM that connects multiple QuickBooks accounts in one place

Capture leads and convert estimates into invoices synced to each entity’s QuickBooks account, then get a holistic view with centralized sales and financial reports across all QuickBooks files and locations.

The only CRM that connects multiple QuickBooks accounts in one place

Capture leads and convert estimates into invoices synced to each entity’s QuickBooks account, then get a holistic view with centralized sales and financial reports across all QuickBooks files and locations.

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