Method CRM vs Todo Cloud
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See the best product reviews, compare products, read reviews, and more.
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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.
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.
You can edit, categorize, and access many lists with ease. You can subsume multiple lists underneath one group and therefore create helpful and pertinent categories. This helps me when I am creating lists for different kinds of tasks or different days. On the phone, the lists themselves are very easy to modify- with simple swipes and taps, you can edit, delete, or mark items as complete. In addition, as you open the app, every single group, category, and list is visible in plain sight. You don't need to open up folders or click on links to see everything. This is especially helpful for me as I tend to forget that which I don't see. In addition, the items can be split into smaller items that can be checked off individually; this is so helpful if tasks require multiple steps, and you operate better if you try to tackle one mini-goal at a time.
Todo Cloud is a to-do task list and goal tracker. With Todo Cloud, you can daily plan, track and finish your to-do tasks whether they be simple grocery shopping lists, daily habits tied to goals, single work tasks or complex multi-person projects. Todo Cloud is an easy-to-use productivity app that Macworld says, “…oozes with awesomeness.” Refined over 10 years of constant perfecting, Todo Cloud is an all-encompassing productivity system helping millions of users to: • Improve time efficiency • Remember important details • Deliver results on time • Increase quality & consistency • Become more reliable • Create wealth • Build healthy habits and achieve goals • Change behavior Simple to customize and fun to use, Todo Cloud has everything you’d expect in a productivity system including: • START & END DATES - Measure the start, duration and forecasted finish dates. • TASK NOTES & COMMENTS - Add important notes. Comments are tracked by day and person. • TASK ACTIONS – Associate any task with a person in your address book, a URL or a phone number so you can take quick action when it is time to get work done. Build a smart list to see all tasks with actions related to people. • MULTIPLE REMINDERS – Want a nudge 1 month, 1 week, 1 day and 1 hour before a task is due. Go ahead and be our guest with multiple ways to get to results. But beware of alert fatigue. • RECURRING TASKS – Set a task to repeat when you need it with the recurrence based on due date or completion date. If you want to be reminded to take the trash out every Thursday without fail, then choose recurrence based on due date. If you want a daily recurring reminder to send a thank you note to someone else every few days, choose the recurrence based on completion date and you'll have flexibility to send that note when it is convenient. • LOCATION REMINDERS – Need to remember to buy an item or complete a task when you arrive at a certain location? No problem. Drop a pin on that location and Todo Cloud will alert you with the task details when you get there. • EMAIL TASK CREATION – Log in to the Todo Cloud web client, select settings and copy your custom email address. Then email yourself tasks that are dropped into your Todo Cloud inbox or you can log in to your settings to customize the default location for new tasks. • SECURE CLOUD SYNC – The Todo Cloud sync reliably backs up your data to our secure cloud seamlessly making it available whether you are working on Windows, Mac, Web, iOS or Android. • SMART LISTS – Create custom lists using filters that organize tasks by any data element in Todo Cloud. Want to see tasks due 4 weeks and beyond? Want to see tasks assigned to a person? Want to see tasks tagged with a specific word? You can do that and more. Push everything into Todo Cloud with the power to search, organize and track tasks just the way you want. • CALENDAR VIEW – From any list view, click the calendar icon to see a monthly view of tasks organized by due dates. Want to quickly change any task due date? Drag and drop the task to the new calendar date and your due date is changed. • FOCUS LISTS – Quickly see all your tasks due today or in the past. • SIRI VOICE TO TEXT – Use Siri voice commands to capture tasks on the go. Search the Todo Cloud help file for more instructions. • SHARE LISTS – Invite others to view and contribute to tasks. • TODO FOR BUSINESS – All of these productivity capabilities are available for teams of people with additional administrator management. The mobile-first approach will boost your team’s output with powerful task management. Learn more at: https://www.appigo.com/for-business/
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
I love how your notes gets shared between every device, in the same way and with the same organizaron. In other words, I just love the integration and the way the experience is, almost, the same between platforms.
- Mauricio J. Technical Writer
I like how it allows me to easily link tasks between my phone and computer. This makes it easier for me to make tasks (on my computer) and quickly reference them or click off tasks (on my phone).
- Jennifer K. Postdoctoral researcher
It is an application that is very interesting because it contains functions that allow you to categorize your lists of tasks, enrich the format helps in the classification and order of your priorities, is excellent to administer and manage recurring tasks that you can track more easily.
- Mayrelis D. Analista corporativo
|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."|
|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."|
|It is a great piece of software that lets me track the tasks I have pending|
|The interface is nice and welcoming.It used to work|
|I paid for it and used it every day.I like its simple interface, chime when checking off finished tasks, ease of adding sub-tasks, and the customizable interface options.|
|Lacks some features when compared to the competitors|
|It still has a long way to go but I will continue using it.It does a single job really well - Doesn't appear to be a lot of integrations with other services, but I'm not looking for that in a Todo list.There were a lot of features that I didn't need that made the whole thing feel pretty cluttered|
|I didn't feel like it was easily customizable.|
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