Method CRM vs OnTask
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Sir Richard BransonMost 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 OnTask
This service is allowing our business to take paper workflows (in our case, HR documents) that we were hindered from filling out due to the COVID19 related work from home transition. We're now able to quickly and efficiently provide processing of these critical documents
Brandon V.
About OnTask
Your business, simplified. OnTask is a cloud-based, no-code workflow automation solution that allows you to take control of forms, documents, and processes at your business. OnTask gives visibility into vital processes, reduces time spent on paperwork, and keeps teams connected regardless of remote work. HIPAA, SOC2, and FERPA complaint; OnTask is a secure way to gather customer data, fill forms, automate workflows, generate reusable documents, and collect legally binding signatures
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
OnTask reviews
Today, we use OnTask for one-off agreements as well as templaterised agreements. OnTask has made this so easy to do.
- Manoj R. CEO
OnTask has a good customer support team that helped me with the whole setup of my workflows. That made the process easy and less stressful for me. They tested the workflows before we went live and even followed up with me to see how everything was working.
- Jill D. Payroll Specialist/Superintendent Assistant
We've enjoyed using OnTask and have received great customer service all along the way. As customer support manager, that part is very important to me!
- Pat S. Customer Support Manager
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." |
OnTask
| Pros |
|---|
| The reason I felt compelled to write this review is that their partner program is excellent and their customer success team is passionate and top-notch |
| I am so thankful we made the decision to go with on Task |
| The entire experience from purchase, to set up, to use has been easy |
| It has been overall good, and gets better each day |
| Super helpful getting people checked in and out of our studios during filming." |
| Cons |
|---|
| Our business has become more predictable and our processes no longer slow us down |
| Getting started was somewhat confusing at first |
| As it evolves, it is becoming feature-rich |
| I was impatient in the early days when it lacked some of the functionality I was after |
| Drop downs with options in a "Fill and Sign |
| Grouping of check boxes." |
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