Method CRM vs Kanban Tool

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Kanban Tool

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

Enterprise - $9 per month

Team - $5 per month

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 Kanban Tool

I love this tool. It's exactly what I need, and customization is a breeze. If you're new to task boards and/or have a smaller, simpler team or workflows, start with this before you dive into the deep end with Atlassian or other products, especially if your focus is more on "seeing the big picture" than keeping a detailed log of work across a large number of team members

Alex G.

About Kanban Tool

Kanban Tool is a project management platform that enables users to visualize and organize their workflow. The solution offers real-time team collaboration tools and helps organizations to manage project tasks, track deadlines and allocate resources using digital kanban cards.

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

Kanban Tool reviews

Use in combination with Todoist, combining it through Zapier. This way I have the best of both worlds and I manage the work using few resources.

- Mariano P.

This is the best tool I can find for the task I wanted to achieve in my organization. We don't really use this as Project Management, rather we use it as Todo List for employees and the Kanban Board makes provides swimlanes which we assign to employees and they can add their tasks and prioritize them. This tool has been a great help to our daily task management.

- Prem R.

My overall experience has been good, quick setup, customization, and the support group was very responsive to any challenges I experienced with the product.

- Isaiah 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."

Kanban Tool

Pros
A good PM application for increasing efficiency on your work
Like a lot of people, I've been working from home more often, sometimes going into the office once or twice a week
Multi-language support is also available and cross app implementation (including a mobile version for Android an iOS) makes it a very rich and powerful tool."
Cons
The only little complaint I have is that unless you log in, you can't easily see all the changes that have been made
There is no available setting for a target column related to due date
The calendar on the right is small, it would be usefull to be able to open it in another window."

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