Method CRM vs Planisware

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Planisware

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

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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 Planisware

It's a versatile tool with lots of options for customization. I can see large or small organizations getting great use from the functions, with a careful assessment of your individual needs. Lots of ways to visualize progress on projects. It also has paths for simplifying the user experience for different members of the team. What I/we perhaps like most about the software is the ability to not only plan the project, but assign resources (allocate) at different increments (hours, % of FTE, days) - and to have that information push automatically to the individual owners of those allocations for task management and time reporting.

Antonio N.

About Planisware

Planisware is a global provider of software solutions for project portfolio management. Planisware solutions are specifically designed to support product development, engineering and IT business processes. For more than 20 years, Planisware has been helping its customers to achieve strategic and innovative excellence, make valid business decisions and increase portfolio value. Today, over 500 companies worldwide rely on Planisware products to manage their projects, resources and portfolios.

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

Planisware reviews

Overall: Planisware was not very responsive during implementation to completing tasks, following up on items requested or issues found. They either don't respond at all or don't respond quickly through their service desk requests for issues, questions, upgrade ideas, etc.

- Hannah M.

Overall: The Planisware Orchestra team is knowledgeable, very easy to work with and are very collaborative in gathering requirements, deployment and providing on-going support. In addition Planisware has a lot of experience with Planning and Portfolio Management. Planisware has forums to discuss and share experiences and expertise with other users, they also implement improvements to their tools by listening to the needs of their customers

- Brenda R.

Overall: The main benefits are in the simplicity of navigation and use for the end-users: very good design and organization of the activity with fast access to the interesting information for the different level of the organization.

- Thierry J.

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."

Planisware

Pros
We really appreciate the activity Stream
It constitutes a really help in follow up
Since we have learned how to create and use the Dashboard module, we like it
The ability to customize stages and gates is great as it allows for different types of projects in one organization or for different organizations to all have completely different set ups
Scalable solution both in terms of users and functionalities
Great local support (France)."
Cons
No possiblity to do "batch" actions in lists
Timesheet workflow validation too restrictive
Poor documentation to become Orchestra expert and support daily usage
Heavy weakness on standard reporting
The poor performance with Internet Explorer/Edge."

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