CRM for franchises that run on QuickBooks

Method CRM provides franchisors with the tools necessary to streamline growth, manage multi-location operations, and maintain brand standards across the board.

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Why franchises need a flexible CRM

Franchisors need an all-in-one system that can centralize data, track franchise sales, and automate specific business processes, allowing both corporate teams and local operators to work more efficiently.

The challenges that franchises face with generic CRMs

Most generic CRMs start to fall short when you need to manage franchise operations and relationships across multiple locations. The truth is that they simply can’t handle the demand of a full franchise sales process in one place.

Before you know it, data ends up scattered, follow-up slows down, and every franchisee ends up working in their own way. Successful franchise management demands a clear view of the sales pipeline and how each location performs operationally.

The balance between standardization and flexibility

Franchises must carefully balance the need for brand consistency with the flexibility required at the local level. They need standardized templates, reports, and processes, yet every location also has its own workflow, customer base, and pace of operations.

Method CRM provides you with the customization and automation tools to standardize what matters, while giving each franchisee plenty of room to work their way.

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QUICKBOOKS ACCOUNT CONTROL

Sync and manage multiple QuickBooks accounts

Real-time two-way sync to QuickBooks

Ensure every franchise location is working from the same source of truth. Method instantly syncs customer, invoice, payment, and financial data across QuickBooks accounts, eliminating duplicate entry and reducing reconciliation issues.

Manage multiple franchise QuickBooks files from one CRM

View and manage location-level financials, customers, and transactions in one place. Gain visibility into performance across your franchise network, improve cash flow tracking, and reduce the administrative burden on individual franchisees.

Flexible for mixed franchise environments

Whether your franchisees use QuickBooks Online, QuickBooks Desktop, or Intuit Enterprise Suite, Method connects them into a single operational system. Ideal for multi-entity franchises or networks with varying QuickBooks setups that still need standardized workflows and reporting.

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Method CRM: A great fit for franchises

Method CRM supports the full franchise lifecycle. You can tailor the CRM to your processes, automate routine tasks, and gain real-time visibility into performance across all your units from a single dashboard.

Customizable to your franchise workflows

Method helps you build the framework your franchise needs. That includes customizing fields, apps, workflows, and templates for your processes, whether you’re tracking franchise development, onboarding, or royalty payments. 

You can set up workflows for every level of your organization. Corporate, regional teams, and franchisees each get a workspace that suits their responsibilities.

Real-time insights and dashboards

You can pull in key data, like multi-location performance, franchise sales progress, conversion rates, and operational efficiency from every unit within a centralized dashboard. 

Stay up to date on the key metrics driving your franchise network’s performance, which are used for informed decision-making.

Automate franchise sales and follow-ups

Take the manual work out of handling franchise sales. You can automate lead capture, outreach, and pipeline movement, all while the system triggers reminders for your sales team to be on track. No lead gets missed, and your pipeline moves faster.

Manage multi-location relationships and brand consistency

Keep track of franchisee relationships and customer data in a single CRM system, so nothing gets lost. Shared templates and workflows ensure your branding is consistent across all units. That way, your network can run smoothly while also maintaining the right look and feel.Run multiple franchise units as distinct entities while having full control over data, workflows, and reporting. See Method for multi-entity.

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here for franchises

Who Method supports

Method CRM gives every team member in your franchise system the tools to work smarter. Everyone involved can manage customer relationships, track franchise growth, and optimize operations on one user-friendly platform.

Franchisors and corporate teams

Everything franchisors handle, from lead management and onboarding tasks to royalties and support requests, is neatly organized in one workspace. Dashboards surface the data that matters so corporate teams can make informed decisions for every location and plan for franchise growth.

Franchise owners and local operators

Owners and operators can manage customer relationships, run marketing campaigns, and stay on top of local lead follow-ups without having to juggle multiple tools. Daily tasks can be completed efficiently with automation, allowing you to provide more accurate and consistent reports to the corporate team.

For sales and marketing teams

Teams can easily manage contact lists, email templates, and follow ups directly in Method so relationship building does not slip through the cracks. You can automate key steps in your sales process from lead capture and quoting through to invoicing and follow ups while keeping every franchise location aligned on the same playbook.

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Customize your franchise model with Method

Your franchise system isn’t one-size-fits-all, so Method provides features tailored to match your unique business needs.

Build fields, workflows, and templates that reflect your franchise business model, including territory size, royalty structure, franchisee tiers, and local marketing fund rules.

Use templates for the franchise sales funnel, follow-up stages, and franchisee onboarding, and then customize them to match your functionality needs.

Create custom dashboards for corporate, regional managers, and individual franchisees so each team sees the data they need without clutter.

Customize portals to maintains brand consistency but include location-specific rules such as payment preferences, job visibility, or support requests.

Empower franchisees to run their own local campaigns while maintaining brand standards through shared templates, approvals, and controlled brand assets.

Seamlessly connect your external systems to Method and build custom workflows for royalty tracking, location-level inventory, and customer visits to strengthen data management across your network.

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FULLY CUSTOMIZABLE

Finally, a solution that works the way you do

You’re the expert of your business. Work with our team to build a solution that works exactly how you want it to.

And don’t worry, Method can connect to your favorite apps too:

+ more

Select your base features

Choose the features that solve the problems you are trying to solve, like estimate creation or time tracking. Only pay for what you use!

Free customization consultation

Our team will meet with you to discuss tailoring those features to your specific workflows, because your way is the right way.

Let us get you set up

When we tailor Method to your exact needs, you reduce the learning curve and start seeing value right away.

And don’t worry, Method can connect to your favorite apps too:

+ more

END-TO-END

The perfect CRM for franchises

From estimates right down to payments, Method handles order management and tracks the customer lifecycle in one CRM platform.

Contact & lead management

Gather leads, email estimates, and convert them into customers.

Email marketing

Send email campaigns, and monitor metrics to drive more sales.

Estimates

Send quick estimates with one click to close deals faster.

E-signatures

Sign and approve documents online to cut out the back-and-forth.

Work Orders

Schedule and dispatch field teams for product installation or service jobs.

Invoicing

Instantly create and email invoices for quicker payments.

Customer portals

Let customers approve estimates, access order details, and pay invoices.

Payments

Create online payment portals for customers so you can get paid faster.

Contact & lead management

Gather leads, email estimates, and convert them into customers.

Email marketing

Send email campaigns or connect to Mailchimp directly.

Estimates

Send quick estimates with one click to close deals faster.

E-signatures

Sign and approve documents online to cut out the back-and-forth.

Work Orders

Instantly create and email invoices for quicker payments.

Invoicing

Instantly create and email invoices for quicker payments.

Customer portals

Let customers approve estimates, access order details, and pay invoices.

Payments

Create online payment portals for customers so you can get paid faster.

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The #1 CRM for QuickBooks

Loved by businesses just like yours

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Users trust us

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Estimates created

14yrs

Helping businesses thrive

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See what Method can do for your business

Let’s talk!

Talk to our sales experts to see how Method can work for your business and help you grow.

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Industries we serve

Accounting
Construction Contractors
Manufacturing & Wholesale
Field Services
Bookkeeping
Warehousing & Distribution
IT & Consulting Services
Medical device CRM
food-manfacturing-software-method-crm
Food manufacturing software
Automotive manufacturing software
industrial-manufacturing-method-crm
Industrial manufacturing software
CRM for franchises

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Get started with your franchise CRM

Want to take complete control of your franchise system? Method CRM provides you with the tools to work efficiently, track growth, and maintain consistent workflows across your franchise network.

Request a demo to experience how Method organizes franchise sales and day-to-day operations on a single platform.

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CRM for franchises: FAQs

A franchise CRM is a tool designed to help franchisors recruit new franchisees and manage existing locations. It centralizes data, automates tasks, and keeps all aspects of your franchise business running smoothly, from corporate HQ to individual units.

Yes. With a CRM for franchises, franchisees can work on the same platform as your corporate team, with carefully segmented access. Role-based workspaces let HQ, franchise development, field operations, and individual franchisees collaborate in a shared system, with each user limited to tools relevant to their role.

Method CRM gives you a flexible framework for franchisee onboarding. Our team can configure pipelines, tasks, and email templates for franchisee recruitment, training, and key milestones so they match your playbook.

With custom workflows, you can automate reminders, task assignments, and document status tracking, and you can roll out consistent onboarding across every location while still adapting to regional needs.

Method connects natively with QuickBooks, and our team can integrate your other systems such as POS or inventory tools via API or custom integrations. With those connections in place, we can automate key data flows like sales, inventory updates, and franchise royalty calculations so your team is not manually re-entering information across systems.

Franchisors should monitor useful metrics like franchisee recruitment and onboarding progress, royalty revenue trends, local unit performance (sales, leads, conversions), customer satisfaction, and operational efficiency.

Method is built to scale at competitive pricing even for small businesses. With Method’s multi-entity CRM, you can manage dozens (or more) individual franchise units under one account, each with its own data, users, and reporting, while still giving corporate teams a unified view.

Method CRM enables you to create shared templates and approval workflows, ensuring that all locations adhere to brand guidelines for emails, quotes, and customer-facing materials. As a result, each franchise unit can deliver a consistent customer experience while managing its own operations.

When you choose Method, you get onboarding support plus access to training materials and a customer success team. We’ll guide you through setup, customization, and workflows, aiming to help you leverage all key functionality without waiting on developers.

Implementation timelines depend on how much customization and integration you need. Smaller teams with straightforward workflows can usually get up and running relatively quickly with help from our onboarding and services teams.

More complex configurations such as multi-entity environments or custom integrations take longer and are delivered through Method’s Professional Services team, who will help you configure Method around your processes instead of forcing you into a rigid template.

Cost structures for franchise CRMs can range from per-location fees to flat enterprise pricing. Method, for instance, has modular pricing, which means you pay per user and only for the features you’ll need. You can get started with a 14-day free trial.