What is better OnTask or Method:CRM? When comparing OnTask and Method:CRM, you can actually see which Accounting Software product is the more effective alternative. This ensures that your enterprise can get the most productive and effective program. You can check the specifics, such as available tools, pricing, plans offered by each vendor, offer conditions, and many more
We also let you check their all round scores to know which one looks to be better. OnTask has 8.5 points for overall quality and 94% rating for user satisfaction; while Method:CRM has 8.8 points for overall quality and 99% for user satisfaction. Similarly, you can also find out which software business is more dependable by sending an email request to both vendors and see which one replies sooner.
At this time, the top services in our Forms Automation Software category are: Sogolytics, Alchemer, monday.com.
OnTask offers a variety of pricing plans depending on the volume of transactions you handle and the features you require. In case you want a closer look at the platform before committing to a subscription, the vendor offers a 14-Day free trial.
Self-Service Plans
Starter – $25/month
25 transactions
Unlimited support for users
1 Hour training
Interactive template assistant
Web forms
Multi-level approvals
Real-time tracking
Digital signatures
Smart document processing
Integrations
Custom branding
Task reminders and escalations
Custom templates
Business – $99/month
Customized number of transactions
Unlimited support for users
1 hour training
Interactive template assistant
Web forms
Multi-level approvals
Real-time tracking
Digital signatures
Smart document processing
Integrations
Custom branding
Task reminders and escalations
Custom templates
Premium Plan
Enterprise – $2400/year
Customized number of transactions
Unlimited support for users
10 hours of professional services
Interactive template assistant
Web forms
Multi-level approvals
Real-time tracking
Digital signatures
Smart document processing
Integrations
Custom workflows
Bulk send workflows
HIPAA compliance
Custom – By Quote
OnTask also offers scalable plans that are customized depending on your requirements
OnTask connects with Zapier so users can connect with most CRM software and other business systems. The platform can also integrate signatures and workflows in the app through API access.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
TLC Family Care, Mungo Homes, The Wyanoke Group
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
OnTask transforms tedious paper-based forms and tasks into efficient digital materials and processes. It is designed to help organizations create mobile-responsive and dynamic digital forms that may be set up with automated notifications.
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
Real-time QuickBooks Synchronization
Customer and Vendor Management
Lead Management
Contact Records and Communication History
Self-service Portals
Emails and Activities
Calendar
Workflow Automation
Custom Reports
Activities Reports
Customization
Integrations
User Permissions Control
Google and Intuit SSO
Data Import and Export
Free One Hour Customization Consultation
Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
All Contact Management Features
Estimates
Sales Orders
Invoices and Sales Receipts
Payment Processing
Payment Acceptance through Contact Portals
Opportunity Stages
Sales Opportunities
Web to Lead Forms
Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
All CRM Pro features
Purchase Orders management
Bills management
Customer support cases management
Support cases in portals
Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Method:CRM integrates with the following platforms:
QuickBooks Online
QuickBooks Desktop
Xero
Gmail
Google Calendar
Outlook
MailChimp
Zapier
PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
It may not always be enough to just compare OnTask and Method:CRM against each other. While reliable tools, cost and customer comments are all crucial and should be considered when making a final decision, you should also take a look at the recognition and awards won by every solution. Frequently a less popular app may turn out to be an amazing choice that was a winner of many SaaS awards such as our Great User Experience Award which shows that despite limited market presence it’s a significant contender to the services that rule the market.
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