Method CRM vs StoriesOnBoard

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

StoriesOnBoard

Category: Task Management Tool

Industries: Marketing, Business

Pricing

First user $19, every other

$9/user per month

First user $26, every other

$12/user per month

PRO

$15

/user per month

Starting at

$499

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 StoriesOnBoard

I really like the way it allows us to collaborate on stories, releases, and epics. Integrating with Jira is a very nice feature that is better and better with new releases. Also, adding an "undo" feature has been 100% excellent.

Matt G.

About StoriesOnBoard

StoriesOnBoard helps Product Managers understand customer needs, automate feedback collection, develop feature ideas, prioritize and validate what to develop next with a public roadmap, and rally all stakeholders around the story map. Dozens of automated two-way integrations, such as Jira, Trello, and Azure DevOps, facilitate seamless implementation.

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

StoriesOnBoard reviews

I like the keyboard shortcuts the most in StoriesOnBoard. It allows for easy navigation and modification of the cards in an efficient way when compared to other story mapping tools out in the market.

- David L. Chief Product Officer

I love this product! As a consultant product owner it brings sanity to an often crazy process of prioritizing an upcoming build phase. I have also had multiple good interactions with the support team when something isn't working right, as well as direct access with the engineering team to request new features.

- JT L. Sr Solution Architect

Intuitive design allows for a new user to pick this up right away and use it well quickly.

- Andrew K. Product 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."

StoriesOnBoard

Pros
I really like the way it allows us to collaborate on stories, releases, and epics
Integrating with Jira is a very nice feature that is better and better with new releases
It's a good collaboration tool for generating marketing ideas and promoting via web links
Interactive slides depicts marketing and business more effectively
Great platform to collaborate with others in virtual meetings
I like being able to add new stories or work items and being able to sync them with ADO
Very satisfied with this tool, hope to continue being an enthusiastic user."
Cons
There are not many keyboard shortcuts
Deleting a card is bit painful as it is a 2 step process
I miss some shortcuts for instance to zoom in and out faster
User management is a bit tough
Even as an admin, adding yourself to an existing board makes it necessary to go find a different user management area, which is always strange
There is no way to move multiple cards at once with a ctrl+click or shift+click."

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