Method CRM vs Axosoft

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Axosoft

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

Monthly - $147

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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 Axosoft

Overall: I like that we can email tickets into the system. I like that I can add custom fields with custom rules to force my people to use forms a specific way. I like that we can create project folders to track what we're working on. I like the new PM functionality. I like the Workflow Steps. I like the Portal plug-in for having customers submit and view tickets. In fact I like everything. Time tracking is very powerful for employee tracking and for R&D write offs. This is the best bang for the buck our company has got since acquiring the product in 2007. I dislike the lost dashboard functionality from converting to the Web. The reporting isn't nearly as powerful now in my opinion. Simple dashboards are great, but we used to have lots of additional widget types that I used. Releases/Projects. My users habitually put things in the wrong place. It requires me to go back and move things around all the time. The Portal works but it's not a nice fancy looking interface for our customers to interface with. We don't use the other integrations. This is a great tool for a QA manager who knows what they want. I have this configured so that my weekly management reports are saved views. I literally can using the Snipping Tool and cut out a screenshot for all my report needs.

David Y.

About Axosoft

Scrum software with project planning, help desk, and agile bug and incident tracking. Development teams can effortlessly manage their product backlogs, plan releases, and analyze their burndown velocity. Plan sprints easier with the Axosoft Release Planner, visualize progress with Card View, and release on time. Turn emails into support tickets, build unlimited Wiki pages for test cases and documentation, and create a custom portal for your customers to edit and add tickets

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

Axosoft reviews

Overall: The ability to track projects and track another users progress on their projects are very beneficial. Tracking different cards and being able to categorize them and prepare for releases saves a lot of time for the managers of the project. Understanding where other users are at in their section of a project lets other users know where they are in their own project and if they need to gather more resources for their part.

- Justin K.

Pros: Product allows for a team to easily stay on task and update progress throughout the team. It not only allows for the project tracking but also defect/bug tracking. There is also the ability to make defects/tasks visible to the client and to allow the client to raise defects within the customer portal as well, making the product a central tool. The vendor is readily accessible and will run sessions and demos. Cons: The ability to track interdependencies was more manual and something the project manager or scrum manager needs to be aware and manage.

- Sandra B.

Overall: We are solving company wide project management. We use it to visualize where time is spent for each employee and to determine how long it takes for project to be complete. This gives us insight to plan better in the future by improving our estimates on how long things take.

- Kyle J.

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."

Axosoft

Pros
I have found the reporting from Axosoft to be very strong
The ability to export so much data to then manipulate in Excel or similar was fantastic
Overall, I came into Axosoft as a user after it was set up
I was responsible for transitioning the backlog from Axosoft to another product that I chose
Axosoft is customizable and you can use it to follow the metrics you need
The time-tracker is well developed and progress is updated in real-time."
Cons
The reporting tools are a bit on the weak side
I dislike the lost dashboard functionality from converting to the Web
Occasionally the css seems to fail to load and the screen just one big mess and you have to restart the server to fix the issue."

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