Method CRM vs Plutio

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Plutio

Category: Task Management Tool

Industries: Business, Marketing, Financial

Pricing

Solo - $19 per month

Studio - $39 per month

Agency - $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 Plutio

Plutio is an All in One Client Portal Game Changer What do you like best about Plutio? Plutio includes all of the traditional features of a client portal like tasks, kaban boards, time tracking, milestone etc, and take a giant leap over the competition offering Invoicing, Subscription Management, Internal Chat, with the ability to White Label the portal and domain. Review collected by and hosted on G2.com. What do you dislike about Plutio? So far the only pain point has been with integrations with companies for Intercom and ability to editing a subscription without having to have a client re-fill out CC info. Review collected by and hosted on G2.com. What problems is Plutio solving and how is that benefiting you? Giving clients the ability to login to one location to view progress, updates, communication and manage files.

Nick R.

About Plutio

Plutio is a business management solution designed to help small businesses handle projects, create proposals and process invoices on a unified platform. With the time tracking module, employees can manually or automatically log work hours in timesheets and share them with supervisors via email.

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

Plutio reviews

"Great Project Management Focused CRM" What do you like best about Plutio? The client billing features on this tool are amazing. I can create custom proposals, contracts, and invoices from within the program. From there I can send them to clients where they can e sign and accept the terms and even pay their bill directly. Review collected by and hosted on G2.com. What do you dislike about Plutio? Nothing really, this has been a great tool for me. Review collected by and hosted on G2.com. What problems is Plutio solving and how is that benefiting you? Client management issues have been solved, especially client billing! The white label features of this product keep things looking professional as well. There's also a client portal so customers can keep track of their projects and invoices easily. Plutio has changed how I operate my business!

- Anthony D.

"Plutio to track your projects" What do you like best about Plutio? Plutio is an easy platform to use. It's available via their portal using a web browser or desktop app. You can easily switch from different client accounts with fully customizable tabs. There are many features I've yet to unlock. Review collected by and hosted on G2.com. What do you dislike about Plutio? I have not used this software tool to its full potential. Because we have an external invoicing software already implemented I have not tried out plutio's version. Review collected by and hosted on G2.com. What problems is Plutio solving and how is that benefiting you? I can have different contributors review what projects are in the pipeline without having to email them. This allows me to keep myself and everyone updated on the status of various projects.

- Moises G.

"The perfect project management tool for agencies" What do you like best about Plutio? Simply log into your portal and you have all the detiails about your project in one place. Plutio makes it easy to stay organized and on track with your service-based product. There are a lot of new features coming. We use the platform to manage active clients, their projects, their tasks and events. There is a live web chat feature that you can embed on your website to allow prospects to communicate. Study the features and you will find that this is an overall great value tool for project management. Review collected by and hosted on G2.com. What do you dislike about Plutio? Plutio has a roadmap full of great ideas but they have been slow to develop. Sometimes over 2 years. There is a great community surrounding the product, lots of discussion and feedback from the supporters, I I just wish the development could move faster. Review collected by and hosted on G2.com. Recommendations to others considering Plutio: Compare features with other platforms and you will find this to be a good value. This single platform can replace multiple tools. Review collected by and hosted on G2.com. What problems is Plutio solving and how is that benefiting you? It is a great tool to keep my team organized. I have a white-labeled client portal that looks real professional to let clients review their project status, leave update requests and collaborate. The event calendar sends reminders to me and my team to keep us on track for an event.

- Ray 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."

Plutio

Pros
I like that you can do pretty much everything with it in terms of tracking time, project management, inviting clients to collab, and managing your calendar
Having used more advanced and powerful software such as clickup, I can see the value in providing a more simple portal for clients and collaborators
Look and feel are fairly nice
Visually, Plutio is pretty great.
Cons
UX issues are never addressed
Bugs last for years
A little expensive compared to other tools in the market with very similar and more developed features.

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