Method CRM vs Infolio
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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.
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.
My review on whiteboard software What do you like best about Infolio? Infolio is not like average collaborative whiteboard software that are in market. They offer so many features that helps me a lot while having a collaborative task management or brainstorming session while working with my team. You can have project set as a private project or share the project with your team. Each progress is colour coded so you can easily track progress of all the task. I don't even have to switch to other communication application because Infolio also have a built-in chat so we can have a nice quick chat while discussion for the project. Other than that, the ability to attach file specifically to the task card helps me save the time rummaging the file folder trying to find the files needed. Review collected by and hosted on G2.com. What do you dislike about Infolio? There is nothing that i dislike with Infolio. They have all the tools needed to make the task collaboration above average then other software in market. If they can add features like voice call or video call, this software can be the only software that my team needs to be managing our works. Review collected by and hosted on G2.com. Recommendations to others considering Infolio: I really recommend this software to a team or organization that has a problem managing their collaborative task and space for creative idea sharing. Review collected by and hosted on G2.com. What problems is Infolio solving and how is that benefiting you? Infolio helps me as a platform to having a nice space to facilitates the discussion of ideas with my colleague in other branches and outside the organization. I recommend this software as a aid for your online discussion.
Infolio is a task management and collaboration suite—suitable for smaller teams, remote teams and anyone working from home. It is packed with features, yet easy to use, with unlimited Kanban boards, custom fields, calendar and table views, collaborative visual spaces, project chats and more.
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
"Infolio - Task manager and whiteboard" What do you like best about Infolio? I really like how i can use a digital whiteboard to aid my meeting and discussion with my team and colleague. It really helps me to laid out ideas especially when I having a virtual meeting. Review collected by and hosted on G2.com. What do you dislike about Infolio? The whiteboard need more shapes and object that can be drag around on the whiteboard. Review collected by and hosted on G2.com. Recommendations to others considering Infolio: For any small or medium company that need a good and inexpensive project manage, i recommend you to try Infolio. Review collected by and hosted on G2.com. What problems is Infolio solving and how is that benefiting you? Infolio help my team and I to discuss and manage our project better especially when we can elaborate the idea on the digital whiteboard. The draft can be saves and we can always refer back to the draft while completing the project.
- Suhabi N.
Just one word: great! I love this product really. I'll transfer all of my data from Notion. But, one more thing. Do you think a mobile app? That will be glorious.
- Fersat Ozcelik
Pros: This app brilliantly solves a huge problem shared by design teams everywhere. Designers and agencies are notoriously addicted to whiteboards and ACRES of sticky notes. That's fine for in-person team meetings, but not when team members are scattered across the globe. Bravo, Infolio! Cons: There's really not much to dislike. I suppose a workflow tutorial or two would be good for newbies like me.
- John P.
|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."
|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."
|Easy to use & free
|Works on iPhone, iPad and browsers
|Lets people, images, notes, links, docs & lists into a pinboard that I can share with my team and clients.
|Search is somehow horrible
|Notes doesn’t contain images and vids
|Notes has size limit.
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