What is better Task2Bill or Method:CRM? With a wide range of functionalities, pricing, conditions, and more to check, determining the best Project Management Software for your business is challenging. Nevertheless by working with our system, it's easy to match the features of Task2Bill and Method:CRM including their general rating, respectively as: 8.0 and 8.8 for overall score and N/A% and 99% for user satisfaction.
You can also assess them feature by feature and see which application is a more suitable fit for your company. Keep in mind to use a free trial first prior to getting a plan to see how the program can benefit you in real scenarios.
Our team put a lot of effort to review all popular Project Management Software products that you can find out there, but among all the ones we reviewed these three deserved our special attention: Wrike, monday.com, Smartsheet.
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.
No Project Management Software will manate to cater to all the needs of a specific team. Even though key features of Task2Bill and Method:CRM are important you should also thoroughly examine the integrations supported by every product. In many cases you will already be making use of some other B2B software in your company and it’s always more beneficial to opt for solutions that integrate well with each other. With that approach you will be able to guarantee a smooth transfer of information between your teams and services, which can really reduce time spent on migrating between one app and the next.
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