Method CRM vs ToodleDo
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See the best product reviews, compare products, read reviews, and more.
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Sir Richard BransonI 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.
Great for high-level to-dos with lots of tasks What do you like best about Toodledo? I work with several projects that have many different components to them. So when I'm looking at my to-do list, I like to be able to see absolutely everything at a high level to organize my time. My favorite thing about this service is that I can fit a lot of tasks on one screen while still being readable.
Jeremy S.
Toodledo is a set of incredibly powerful tools to increase your productivity and organize your life. More than just a to-do list, Toodledo provides you with a place to write long notes, make custom lists, create structured outlines and track your habits. You can collaborate with friends, family, or co-workers, and we'll safely store and sync all your data to your devices.
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
"Want to make a to do list then go for Toodledo." What do you like best about Toodledo? It has a free version. Helps our team complete work related tasks in time. One can use it for both personal &work related tasks. It's customizable with columns to fit your needs. It increases productivity & helps in organizing ones life.
- David M.
"I only used the free version and it worked really well for what I needed it for" What do you like best about Toodledo? Toodledo is a great way to keep your to-dos organized. It is customizable with columns to fit your needs. Review collected by and hosted on G2.com. What do you dislike about Toodledo? When I used this software, there was not a way that I could invite people to collaborate without them being able to adjust what I had done.
- Vanessa P.
"Task management in line" What do you like best about Toodledo? It is a software with a lot of style with which I can maintain the organization and efficiency of my projects. I can also make schemes, lists, prioritize activities, set dates for expiration. Now I organize my personal and work tasks from one place
- Katherine M.
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 |
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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." |
Pros |
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Plentiful features |
Includes features for GTD followers |
Supports notes, lists, outlines and habits separately from tasks |
Cons |
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Paid plans don't offer great value |
Dated and sometimes counterintuitive interface |
No apps for Windows or macOS |
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