Method CRM vs InLoox

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

InLoox

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

Project management in the cloud (SaaS)

Available on a month-to-month basis

Starting at $24.95 / user / month2

Project management in your network (On premise)

Available as a one-off payment desktop license

Starting at $490

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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 InLoox

The Outlook integration is phenomenal! Not only the integration with the groupware itself, but also that it integrates into the infrastructure we already have in place. Another plus is that the program doesn't force you to adopt a formal project framework. It lets you use just the features you need, and you can work in a way that adjust to existing processes. I found their staff particularly helpful. The consultants really listen to their clients and provide hands on support as needed.

Dylan B.

About InLoox

InLoox now! Web App is the online project management platform designed for personal task management as well as collaborative project management. It features classical project management capabilities like Gantt chart planning, resource allocation & workload management, time tracking and budgeting, and document management, and pairs them with flexible task management in Kanban boards. InLoox now! Web App facilitates collaboration among teams with the InLoox Chat, the project notes function, the project history, and email notifications. This helps keeping everyone on the team up to date and prevents missing due dates or changes in the project. For temporary project team members, the role of contributor is ideal. Otherwise, user-based and role-based permissions ensure clearly defined responsibilities and prevent unauthorized access to sensitive date.

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

InLoox reviews

Out of all the PM solutions we tested, InLoox was the most stable and easy to use. Also, the seamless Outlook integration really makes switching to InLoox easy. Pros: - great value for money - ideal for teams that are already using Outlook and use email to communicate - we really like that you can attach emails and files to tasks/projects and that is then indicated in the email - you never lose track of documents - our developers like the Gantt chart, the marketing guys like the mind mapping feature - easy implementation and regular updates - super friendly and helpful support team Cons: - The list of functions needs to be improved - We'd love to see risk management implemented - More help/tutorial videos would be great, though customer support is really excellent

- Aidan E.

InLoox PM is a project management software that offers a lot of features, but is still easy to use. The Outlook integretation has been mentioned a lot in other reviews, and it really is one of it's strongest point. Our company has been using Outlook ever since, which is why InLoox was immediately familar to the team.

- Eliza M.

We had been working with a different tool before but weren't happy with it. We were looking for a project tool that would fit into the software infrastructure we were already using, that included features that cover the entire project cycle and is still easy to use. After testing quite a few options we chose InLoox because it integrates perfectly with Outlook and for its user-friendly interface. Instead of training my team on how to use the software they were able to work with the tool immediately.

- Frank M.

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."

InLoox

Pros
Ease of setup
Ease of use
Friendly and helpful support team.
Cons
Lots of functions that take a while to get familar with
No real risk management feature
The list of functions needs to be improved.

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