Method CRM vs todo

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

todo

Category: Task Management Tool

Industries: Education, Business, Marketing, Communication, Finance

Pricing

BUSINESS TIME

$9/user/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 todo

There’s a lot of back and forth among our team and the clients. With todo.vu, we always know exactly what’s going on and what still needs to get done. We can look back on discussions and files that are important to each task. Our clients have said that they love todo.vu because it helps them to stay on track with their work, too. The clean interface makes it easy to find tasks and everyone, clients and team alike, appreciate the ability to respond via email.

Anya

About todo

todo.vu is a productivity suite delivering a unique blend of CRM, task management, time tracking and billing functionality. todo.vu is ideal for freelancers, consultants and teams of any size who strive to achieve improved efficiency, quality and transparency. todo.vu is absolutely free for freelancers and all pricing plans are capped at the cost of 11 users i.e. pay for 11 and get unlimited.

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

todo reviews

We have been using todo.vu as a tool for our practice management. todo.vu has been very useful to us in assigning and communicating allocated assignments to the team, managing budgeted hours versus actual hours, team members tracking their hours, collaborating on specific assignments and more.

- Vincent VA Business

We needed a system that would allow real-time communication, an easily accessible central bank of information for each project, and reporting functionality. todo.vu fits the bill. Now, we can easily monitor staff activity, manage projects, generate timesheets, billing and much more.

- Line Redline Company

YouthLaw is a community law centre that offers free legal advice to young people in NZ. We have a small team of under 10 legal staff and a slightly larger team of volunteers who help us complete our work more efficiently. We have been using todo.vu, as we needed a system that allows volunteers and the legal staff to know where each case is at in a brief summary format, what needs to be completed. With todo.vu, it is easy for each staff and volunteer to tag on and off a case. We find the timing mechanism, the date/priority mechanism and the tagging mechanism to be very helpful. Tom is also very responsive to any queries we have.

- Velda Chan Youth Law Aotearoa New Zealand

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."

todo

Pros
Some of my favourite product features are the colour-coded importance markers and the time tab showing time spent on each task
The best thing about todo.vu is that the timer runs serverside, which means it is possible to start a timer on one device, check on it on another device, and stop the timer from yet another
Satisfied is an understatement
I feel completely comfortable with this tool and plan to use it for a while to come
I love the way that I can task out our team based on client & project."
Cons
Maybe sometimes it can be a little confusing to find out how to do something, but it is a usual subject
Because it is mainly a browser-based tool, there is no other mode of input for me
The UI is not modern and the UX is bit bad, which lacks the feel of using modern app
There is no mobile application provided which is essential nowadays
I noticed that this productivity package at some point remained occasionally stopped, which may have been caused by the low internet connection spikes, another problem that I cannot identify."

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