Method CRM vs task2bill

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

task2bill

Category: Task Management Tool

Industries: Finance, Communication, Business, Marketing

Pricing

STARTER

$15/month

PRO

$25/month

ADVANCED

$50/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 task2bill

We are delighted to know that we can count on a project manager with essential features such as billing when it comes to service projects. Facilitates the work of managing all tasks and making the final product reach our target audience. The design of its interface is modern and easy to use, the functions of linking milestones and tasks can help you to visualize quickly the most important aspects of the project and help you solve them as soon as possible.

Geraldine M.

About task2bill

Task2Bill is the only tool that comprises end-to-end functionalities to simplify your project tasks through flexible steps and reduces the need for multiple systems to manage your business.

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

task2bill reviews

The availability of billing and project management system in one platform.

- Sourav Film Maker

The application is too much flexible and it fit with my both business. I am really happy to use the system.

- William Patey

Task2Bill has unique features much recommended by the users.

- Steve

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."

task2bill

Pros
The availability of billing and project management system in one platform
The UI is very attractive
It is easy to use and runs fairly fast
We can initiate task easily
Till date I have used many tools but this project management tool is perfect for the industryI like the UI, easy navigation and it works super fast
The Kanban is perfect
Our developers can easily log the hours for particular tasks
It is perfect project management tool, I ever used.
Cons
I have found it of great use for my company
Hardly any cons though I believe time tracking section can improve a little
They need to improve the meeting module a bit.

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