Method CRM vs digital.ai

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

digital.ai

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

Enterprise - $29 per month

Ultimate - $39 per month

Team - Free

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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 digital.ai

Skillful development What do you like best about Digital.ai Agility? End-to-end visibility, automate cycle decisions, connect different extra applications and business versions. Review collected by and hosted on G2.com. What do you dislike about Digital.ai Agility? Compiling for different system and software versions takes time and error. Review collected by and hosted on G2.com. Recommendations to others considering Digital.ai Agility: Download and install, trial version available. Review collected by and hosted on G2.com. What problems is Digital.ai Agility solving and how is that benefiting you? Follow-up cycle and avoid code error loop, real data statistics and efficiency to collect data.

Reina M.

About digital.ai

Digital.ai automates, measures and secures your software development efforts to help you continually deliver your best software and reap your best results.

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

digital.ai reviews

"Not very intuitive " What do you like best about Digital.ai Agility? The platform is very robust. Lots of features and functionality. Review collected by and hosted on G2.com. What do you dislike about Digital.ai Agility? The navigation is horrible. There are an overwhelming number of options from the main menu and the naming conventions make it even more confusing. Plus, there are so many modals and new tabs opened when moving through the app that it’s not always easy to get back to where you started. Review collected by and hosted on G2.com. What problems is Digital.ai Agility solving and how is that benefiting you? Using it for backlog items in a scaled agile environment.

- Robbie B.

"Clunky, complicated project management software" What do you like best about Digital.ai Agility? Nearly any project question could be answered using the data sources, filters, and reporting provided. Once you're proficient, you can hop around and answer nearly any question you'd like. The best portfolio management tools include parent/child portfolio relationships and the ability to copy tasks. If you're using some form of agile, this software helps you out - we use "scrumban" to PM learning development projects. Review collected by and hosted on G2.com. What do you dislike about Digital.ai Agility? It's clunky, unattractive and difficult to use - it's just not user friendly and has fairly significant limitations. You can't produce project status reports or create meaningful timelines out of it. If you don't spend a fair amount of time upfront to customize your views, you'll be digging for awhile to get the answers that you need. It always surprised me when a PM would ask how to find something that I'd customize and then I'd check out where they were looking - it was fairly obvious that the system isn't really established to make life easy until you're pretty competent in it.

- Dennis C.

"Easy to use " What do you like best about Digital.ai Agility? That I can customize and I can report to executive management Review collected by and hosted on G2.com. What do you dislike about Digital.ai Agility? That I have to be careful with all the custom fields and how it can affect My reporting . Review collected by and hosted on G2.com. Recommendations to others considering Digital.ai Agility: If you want to use agile and to be easy tool this is the tool . Review collected by and hosted on G2.com. What problems is Digital.ai Agility solving and how is that benefiting you? Have transparency in how much time it takes to finish a project .

- Vanessa P.

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."

digital.ai

Pros
Helped in retrospection and comprehensive agile management
Better visibility of tasks breakdown and innovations
Reporting and analytics and portfolio management.
Cons
Need better UI for the scrum board
More privacy using individualistic accounts
Integration with mobile app for on-the-go tracking.

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