Scenarios where ActiveCollab works well 1) ActiveCollab works well for small teams specifically T&M teams.Its invoicing feature is unique & can make your life easy. 2) It is very easy to use & posses good range of filters like on the task list, we can drag/drop tasks, Filter by assignee's, tasks lists, due dates, or completed tasks. 3) It has some simple but awesome features like when you're in the middle of writing something i.e a comment on story and get interrupted, it retains what you wrote. 4) It allows you to tag team members in threads of comments to grab their attention, its really needed when teams are distributed. Thus helping team members to collaborate easily & stay on same page. 5) It integrates pretty well with other web apps like quickbooks , Slack, Trello, HubSpot, Zapier etc Scenarios where ActiveCollab did not work well 1) Tasks can not have multiple assignee's here so if two members are working on same task it did not allow you to reflect that. 2) Sorting capability is not their under invoicing 3) It did not work well for larger teams 4) Search option is not very detailed & you may end up wasting lot of time searching one particular bug or issue.
Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
It isn't possible to set members of staff as part time, so if someone is unavailable on certain days you must manually enter them as OOO every single day that they are not in, that other teammates work. Hours also can't be edited individually - everyone is treated as working the same hours in a day, rendering capacity planner useless for flexi working teams
Subtasks cannot be assigned their own hours and deadlines, meaning the To Do list view can't be seen in actual date order and capacity planner does not reflect all time allocated to an individual's schedule unless every task is set up as a separate task rather than subtask
There is no way to see all tasks of a certain type across multiple campaigns (e.g all copywriting tasks vs all technical tasks) - support team suggested exporting data and making spreadsheets
Kanban view isn't available for people's own task lists ('board' view here shows a list)
Not possible to have one task be assigned to more than one person
Notifications are not sent when tasks are updated, so you have to leave comments and tag people each time
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here
We have not required support for ActiveCollab as it works pretty seamlessly. We didn't have any issues with using the platform or with any billing issues. The self-service aspect of the platform is robust and easy to navigate so we have not encountered any errors that required assistance from the support team.
The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
ActiveCollab is easier to use and simpler in its setup. It has the right mix of features and simplicity. It's also project-oriented which is important for our workflow. Other tools are often too task-oriented, making it hard to track projects. Overall, ActiveCollab has a great mix of simplicity with good features.
We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.
