Method CRM vs Visual Planning

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Visual Planning

Category: Task Management Tool

Industries: Business, Communication, Marketing, Education

Pricing

Saas : $35 / user / mo*

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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 Visual Planning

The best thing about Visual Planning is the simplicity of it. It is very easy to use. Scheduling tasks for different employees is very simple, you just click on their box and then click "add card". It has various features that make it easy to use such as color codes and time labels. It helps boost productivity and gives all employees something to look at when wondering what to do.

Benjamin M.

About Visual Planning

Visual Planning is a powerful planning & scheduling software used to manage all types of resources. Our unique flexibility allows you to track projects, jobs, tasks, customers, work orders, employees, equipment and more in a single tool, so you can focus on what truly matters. Centralizing data helps teams become more efficient. Users can work in collaboration from anywhere and access on mobile devices. Send e-mails and SMS alerts to team members, and connect schedules with personal calendars.

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

Visual Planning reviews

It has an easy to use process that imports all my jobs on to visual planning from Efacs I can plan each machine effectivly by being able to litrerelly click on each machine, but i can also see if everything is in time and not clashing.

- Claire R. Production Planner/Admin

It has been a great experience. It is so easy to use and the drag and drop feature is perfect.

- Shawn C. Production planner

VP helps us to see data more clearly, allowing us to make the decisions that matter, when they matter. This can help to operate more efficiently and allows us to communicate and share information to any user groups, when they need it, in a format that works for them, whatever the device they are using.

- Trevor W. Director

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."

Visual Planning

Pros
The flexibility is the best feature
We can easily create views and displays and customize the software
Our clients are happy in using this app to schedule officers in shifts and track their attendance
The scheduling app worked better than I expected and the additional capabilities the software provides has streamlined our other process
This can help to operate more efficiently and allows us to communicate and share information to any user groups, when they need it, in a format that works for them, whatever the device they are using."
Cons
While it is a good thing, so an outsider/average user it can be confusing or intimidating
It isn't a 2 minute setup, which won't work too well for small businesses, as it front loads some of the costs."

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