Method CRM vs OmniPlan

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

OmniPlan

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

OmniPlan Pro - Traditional Licese - $399.99

Subsciption - $19.99 per month

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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 OmniPlan

A great offline project management tool to enhance productivity. What do you like best about OmniPlan? Omniplan’s best part for us is that by using its features we can get full control of the details and we utilized it to track the process and progress in project execution. Its reports are highly professional and this is important for us as we have found the reporting part quite weak in other software of this type. It is highly efficient in resource and budget management too. It has all the essential collaboration tools which we were in search of and it works so well with iPad, iPhone, and our Mac devices. I love it working and how it helped us in uplifting our productivity. Review collected by and hosted on G2.com. What do you dislike about OmniPlan? They should make available other dynamic designs to make project presentations more eye-catching. And also its sky-high price is highly unappreciative since it is our necessity we are using it otherwise its price is quite expensive. Review collected by and hosted on G2.com. What problems is OmniPlan solving and how is that benefiting you? Ominiplan is a great tool for offline project planning, we are using it and our experience is quite amazing with it. I can track the process and progress of our project execution. Its reporting part is its great strength as it is highly professional. It works so well with iPad, iPhone, and our Mac devices which give us the freedom to track project details from our smart devices. Resource and budget management is no more a big settlement for us. I don’t like its price and they should include some other designs for the project presentation in it too.

Anna Hill S.

About OmniPlan

OmniPlan is used to manage multi-resource projects using Gantt Charts. The program acts as a dashboard, showing the status of each task and its relation to other tasks. Reports about work completed, total cost, and other metrics can be exported as well.

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

OmniPlan reviews

"Wonderful planning and productivity management software." What do you like best about OmniPlan? Any time I need to oversee interlocking cross conditions, I rely on OmniPlan. You get a one-time cost and straightforward with the cloud. They update and steadfastly utilize each new thing that accompanies Mac OS redesigns. It has all task highlights yet the route board permits full control on subtleties. It has all key elements (basic pattern...) in addition to Montevallo reenactment. I've never utilized it to follow the undertaking execution, yet in addition to this, it appears to be extremely amazing. also, it has some pre-characterized reports for the undertaking that looks proficient. Review collected by and hosted on G2.com. What do you dislike about OmniPlan? The greatest hindrance is this is just upheld for the MAC and IOS clients just so one should require the Apple Products to utilize this. One can't have the option to utilize Omniplan on the off chance that he/she is an android client. Another impediment is on the off chance that an individual isn't thinking about the Gantt outlines, at that point likewise they couldn't deal with Omniplan. Review collected by and hosted on G2.com. What problems is OmniPlan solving and how is that benefiting you? One of the best benefits is, It assisted us with having a realistic perspective on the execution of two of our most significant ventures, its moderate attributes made a superb space for coordinated effort and work, magnified greatness, collaboration, and achievement. At whatever point there is another venture that has different moving parts and individuals appointed to it, it truly helps keep things coordinated and quantifiable. By and large, it's aiding increment the efficiency of the group.

- Lucia O.

"Best Offline Project Management Software For Mac" What do you like best about OmniPlan? Any time I need to manage interlocking cross dependencies, I count on OmniPlan. You get a one-time price and no fuss with the cloud. They update and faithfully use every new thing that comes with Mac OS upgrades. Review collected by and hosted on G2.com. What do you dislike about OmniPlan? On the other hand, the cloud offers sharing and team collaboration features you can't get with offline software. It's Mac only so that is another limit. Review collected by and hosted on G2.com. What problems is OmniPlan solving and how is that benefiting you? Any solo or small group work is a good match for Omniplan.

- Thom F.

What do you like best about OmniPlan? Usability & advanced features, workload / time lead, montecarlo simulation Review collected by and hosted on G2.com. What do you dislike about OmniPlan? Hidden option that could appear more upfront Review collected by and hosted on G2.com. Recommendations to others considering OmniPlan: Take time to follow the tutorials and do-over your plan. Many tips and tricks online to facilitate its integration Review collected by and hosted on G2.com. What problems is OmniPlan solving and how is that benefiting you? Project / Planning management

- Nicolas V.

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."

OmniPlan

Pros
If you and your team are Mac-centric, this is a great and superior option to many others in this space
Sharing is super easy as you have a variety of ways of exporting the plans to share with anyone not having omniplan
You can create a barebones project plan with a simple Gantt chart, and the you can expand and add details as needed
The granularity is really one of the main strengths of this magnificent app."
Cons
When time and resource estimates are valuable to your planning but other web-based services are bloated and ugly, enter OmniPlan
I'm not sure if it's because there's just so much data that can be stored for projects, or if there is a lag in the system
When you drag tasks, trying to change them, etc
And there's also no way to have text near tasks with tasks titles."

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