Method CRM vs Roadmunk

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Roadmunk

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

Starter - $19 per month

Business - $49 per month

Professional - $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 Roadmunk

I give Roadmunk a five out of five. For more reviews, click here. For roadmapping and product management, it goes hand in hand. And we tried a tool called Aha!, and we also tried a simple tool called Trello. And both of the tools didn't work out for us. Trello was a little bit too simple. We needed something a little bit more powerful to connect to our Jira system, so that we could track projects a bit better. And Aha! was just way too complex. You needed to set up tons and tons of stuff. So on the implementation and on the tracking, and moving roadmap items around was just way too complex for us. Yeah. So we ended up picking Roadmunk, and I've actually used this tool at several different companies now. And, we all love it. It's extremely easy to set up. Any team member from your product group can jump in there, and it's super flexible, drag and drop interface. It's easy to move items around. And what probably was the main reason that I like it in a director role was that you can customize the view of your roadmap for any audience. So, if you're talking to your CEO or C-suite or VPs, you can give a specific view for them. And then you can tweak that view and change it for your development team, or maybe one of your development squads, same thing for your UX group. And so, it's super powerful to kind of slice and dice the different view that you want to give all your different stakeholders. Getting started with Roadmunk was really simple. We just signed up online. We got it in our account. Yeah, essentially, no training was needed. I mean, we followed a couple of their little tutorials to get set up, but essentially, the user interface is so simple that pretty much anyone working in software or development will be able to pick it up really easy. You can also import your items. So if you have a spreadsheet or some other tool that you're tracking already, you can quickly import it. But yeah, extremely easy to set up and get going. So anyone that's looking for a really simple, easy, flexible roadmapping tool, Roadmunk would be my first recommendation. The only thing that I'd caution you on, when thinking about Roadmunk, would be, it's not the best tool for prioritization techniques. So if you want a tool to do both, you could look at something else. But if you're good with your prioritization techniques using a whiteboarding tool or Excel or some other tool, Roadmunk is the perfect thing to fit in, in your product organization.

Brent J.

About Roadmunk

Roadmunk was inspired by a problem our founders experienced personally: there was no simple way for product managers to build, share and align on the roadmap. As we got to know our users, we discovered that roadmapping is not one-size-fits-all. Companies make roadmaps of all shapes, sizes and types—it’s a powerful and essential tool for alignment. Our goal is to make strategic roadmapping quick, effective and collaborative across an entire organization.

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

Roadmunk reviews

"Roadmunk Review" What do you like best about Roadmunk? Regardless of any business size, it fits well into any Organization's product management. It is a cloud-based product/project management solution. It can make visual road models visible for all staff members. It has readily available preset themes, which saves a lot of time. The interface is relatively smooth. The usual project management requirements, i.e., Sprints, can be maintained. Plus, we also have the option of importing data from Jira. Review collected by and hosted on G2.com. What do you dislike about Roadmunk? It is pretty expensive. However, we get a free 14-day trial of the product. Even though importing data is easy, it is not easy to export the roadmaps. There is also no support for smartphones. Review collected by and hosted on G2.com. Recommendations to others considering Roadmunk: It is suitable for any business type, whether big or small. If you are part of a product company and need a simple yet effective tool, go for Roadmunk. Review collected by and hosted on G2.com. What problems is Roadmunk solving and how is that benefiting you? We are using Roadmunk as a customer-driver product roadmap solution. It has helped us in collecting valuable customer feedbacks. The tool helps us to mak milestones, prepare sprints with its beaiful design, preset themes, intuitive controls and integrations.

- Partha Protim P.

"One of the best Roadmapping platforms out there" What do you like best about Roadmunk? The best thing about roadmunk is the flexibility it gives you right out of the gate. Many times, there are steep learning curves within platforms like these that are de-motivating. Roadmunk has a variety of features that allow you to tailor your roadmap for any audience. Review collected by and hosted on G2.com. What do you dislike about Roadmunk? The only thing I am still learning is how to properly track dependencies from sub-items, but other than that, it is great. Review collected by and hosted on G2.com. What problems is Roadmunk solving and how is that benefiting you? Stakeholder Management, Prioritization & Alignment across all teams. Much more productive with my time with a tool like this.

- Jarryd P.

My score for Roadmunk is four out of five. For more reviews, click below. Prior to using Roadmunk we, like a lot of people, were using Atlassian's suite of solutions, for Jira, for the entire process of building the roadmap, as well as doing features or setting up features. The big complaint was the complexity and the lack of transparency in trying to find things. There were a lot of features but it wasn't easy to work with, particularly for different roles in the organization. Some people were product owners, some were developers, some were QA, and trying to find the right information was really hard, especially for the roadmap aspect. The group I was in was Product Development, and Product Management, as well as Product Marketing, and we used Roadmunk to build a clearer series of actions that was just easier to use for the teams that were in product development. It synchronized well with everything we needed, and one of its biggest advantages was, it was easy to show others what we were going to do, as well as communicate what our roadmap was using Roadmunk. So it worked very well for the group we were in. We were about 10 people. It was lighter to use, it was easier to set up, and easier to manage for the team that we were in. It became a good way to also exchange information between people that were remote, as well as people who were in the office. We chose Roadmunk for a number of reasons. One of them was ease of use and setting it up. Having a web-enabled tool that was far less onerous to manage and to set up was really, really important for a team that just needed to use the tool and didn't want to be concerned with the back end, and we just didn't need as many features. So it was the right level of technicality or technical feature set that let us use it. And it not being complicated meant people who just started on our project could jump in and use it really quickly. It was also very good to work with a web-based tool that we could set up and use from anywhere. We too got caught by COVID, and we all went back to doing remote. Having a web-based tool, whether you're working on an iPad, whether you're working on an iPhone, whether you're working on an Android device, a laptop, desktop, it really made things easier to set up, to manage, and to communicate across the board. In terms of fees and licensing, it was far, far less expensive, which was important because we are a smaller company, under a hundred people, and budgets for software, particularly SaaS software, mattered a lot. So those are some key reasons why we wanted to do it. And also because we liked a tool that was just easier to use in general for a lot of people whose mother tongue, believe it or not, was not English. Having a simple interface, being able to see things visually, makes a big difference for people who have different backgrounds in being able to manage your process. Using Roadmunk took I would say 15, 20 minutes for us to get up, share it with everyone, and start using it. It's a very straightforward design, and it really does speak to the needs of someone in product development or product marketing to be able to set up those backlogs or things that need to get done. So we needed very little time to use it. It was quite self-explanatory and we set things up the way we wanted to just within our own team. So not a long time. No one needed training. We decided on the labels that we wanted to use ourselves. It was just really easy to add things in and communicate with others when things got added. So we had little or no uptime compared to a lot of the other tools that we had to use. So we were very thankful for that. So if you're looking to get Roadmunk, and you're a cross-functional team, so if you're doing any kind of software development for example, or even I would say marketing for a product marketing as well ... Because when you have cross-functional teams, particularly in IT companies, you're going to have people who do development, who do UX design, who do different aspects of the product development, Roadmunk was great just because it let you see what you needed to get done and who needed to do it. Just the simplicity of setting it up and having the web-based tool made it so much easier. And the fact that it was just a lightweight tool to use. There wasn't an overload of functions, which is probably the most crucial thing. It's just finding what you need to use. So I loved it for the fact that we were a cross-functional team, we were moved about because of the pandemic, that it was light and easy to use. And if you're looking to build a roadmap or if you're looking to build features, it's just the right amount of depth that you need to be able to do it efficiently and not get too deep into the details where you're hunting for things. The way it's laid out on the UI and the UX is very friendly. Very easy to use, and you don't have to dig forever to find stuff. That was really key for us to be able to use it in a quick and easy mode in a cross-functional team with people with different backgrounds as well.

- Jon D.

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."

Roadmunk

Pros
I love that I can share online versions of my roadmaps, and that they come out looking super organized and clean
Great, as a PO I'm on it every day
Amazing communication tool, helps me keep myplan together
The experience is great
The software is swiftly and works great."
Cons
Sometimes navigation between the diffent panes can be confusing
Always have a warning message to double check if someone wants to actually delete items
Especially if it's an item that is sourced in a Master RM view
This is not so easy to drag the different project, program, around
Dependencies management is weak."

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