Method CRM vs ActivTrak
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Sir Richard BransonI have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.
Chitta Ranjan D.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.
Very helpful and dedicated staff determined to resolve the issue and explain the way software operates. The depth of the data provided is extremely helpful as well as ability to customize different settings for different users within the team.
Dominik B.
ActivTrak helps companies unlock productivity potential. Our award-winning workforce analytics and productivity management software provides expert insights that empower people, optimize processes, and maximize technology. Additionally, with data sourced from more than 9,000 customers and over 450,000 users, ActivTrak’s Workforce Productivity Lab is a global center for ground-breaking research and expertise that helps companies embrace and embody the future of work.
It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.
- Ryan T.Owner
We like the sales order feature the best it integrates with quickbooks.
- Taylor B.Admin
We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be. Lots of customization effort has to be done to get it to where we want it to be.
- Jet L.IT Manager
Great software for tracking team performance
- Keron H. Managing Partner
It's an easy to use tool that allows us to measure the productivity levels of our employees, as well as keep an eye out for the ones that slack off during work hours.
- WOHP A. IT assistant
ActivTrak has really shown which employees are most productive. All of the various reports and insights have been so helpful in showing employees what could be better throughout their work day.
- Holly J. Head of People
Pros |
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Their comprehensive approach to CRM was very cool and helpful |
I love the ability to keep a record of each activity and opportunities |
Being able to customize things has been great for our company |
This product does integrate with QB, and allows you cloud access to an otherwise noncloud QB file |
It has many powerful customizable features, including a powerful new template designer |
We have been very pleased with how we have been able to use it to solve our sales needs." |
Cons |
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Jobs were no longer being overlooked because of human error |
Sales tracking was non-existent before Method |
Before that everything was done manually very hard to follow and keep track of the work |
But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it |
I wasn't handed off to someone else, just dropped |
Method appears to subscribe to the same LACK of service, the service industry has morphed into." |
Pros |
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ActivTrak gave us further insight as to what our staff really does throughout the day, applications they run, and aid with compliance.Good service, easy to use and lots of nice features |
I really would have like to use this services |
It was my first choice and would have use it if not for the cost.Ease of deployment, intuitive dashboard, accurate analytics and reporting |
Cons |
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Categorizing sites and applications takes a bit, but I don't see another way around it.You shows a good price per users but when you go to subscribe it requires minimum of five users |
I only needed one user which made the price was very high for me.One of the employees uses a MacBook Pro |
When his iOS updates sometimes the permission setting of ActiveTrak need resetting. |
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