Method CRM vs Agile Task Board

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Agile Task Board

Category: Task Management Tool

Industries: Productivity, Marketing

Pricing

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Most popular feedback for Method CRM

I 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.

About Method CRM

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.

Most popular feedback for Agile Task Board

Easy to use, e.g. descriptions, links, dates, collaborators, colour coding, etc. Ability to customise rows and columns. Help organising marketing plan.

Elodie I.

About Agile Task Board

Agile Task Board for Teams and SharePoint -- Maintain an overview of your team and project tasks. Keep track of the current status of tasks and share them with all project participants. Update team tasks as you discuss them. The Agile Task Board is flexible, clearly arranged, transparent for everyone, and easy to use.

Method CRM reviews

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

Agile Task Board reviews

Overall, I love this platform and it makes my workflow easy.

- Kyanij M. Software Engineer

The program is customer-oriented and customized. With its help it is easy to introduce the Agile system in the organization.

- Akaki G. IT Manager

The platform needs more modern layout because it seemed like the user experience is not that good.

- Leigan k. Lead Project Manager

Pros & cons

Method CRM

Pros
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
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."

Agile Task Board

Pros
The Agile Task Board provides us with a summary of all tasks handled by SharePoint
Multiple sections, rows and multicolored marks of the tiles can be specified
Any shared point page of the team or group portal can easily be added and changed to any taskboard
Could click and drag cards onto the table, record any modifications
I can filter by name, label or search phrase to easily identify tasks
Cons
sometimes people get confused when they go deep dive into it
it is costly.Not being able to assign each task (bullet point) to an individual, meaning you need to create a project for each task if you want to follow the status (completed, in progress, not started)
Not being able to duplicate a project/ task.

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