ActiveCollab vs. Method:CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ActiveCollab
Score 5.0 out of 10
N/A
Active Collab is a project management solution built around features such as task management, collaboration, time tracking, and invoicing.
$7
per member/per month
Method:CRM
Score 8.0 out of 10
N/A
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$25
per month per user
Pricing
ActiveCollabMethod:CRM
Editions & Modules
ActiveCollab Project Management
$7.00
per member/per month
Self-Hosted Plan
$999.00
license
Contact Management
$25
per month per user
CRM Pro
$44
per month per user
CRM Enterprise
$74
per month per user
Offerings
Pricing Offerings
ActiveCollabMethod:CRM
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup Fee$6.25 per member, per month, annual billingNo setup fee
Additional Details
More Pricing Information
Features
ActiveCollabMethod:CRM
Project Management
Comparison of Project Management features of Product A and Product B
ActiveCollab
3.8
13 Ratings
66% below category average
Method:CRM
-
Ratings
Task Management6.612 Ratings00 Ratings
Resource Management1.08 Ratings00 Ratings
Gantt Charts3.07 Ratings00 Ratings
Scheduling1.011 Ratings00 Ratings
Workflow Automation7.01 Ratings00 Ratings
Team Collaboration6.813 Ratings00 Ratings
Support for Agile Methodology7.07 Ratings00 Ratings
Support for Waterfall Methodology7.01 Ratings00 Ratings
Document Management3.08 Ratings00 Ratings
Email integration4.09 Ratings00 Ratings
Mobile Access1.810 Ratings00 Ratings
Timesheet Tracking2.09 Ratings00 Ratings
Change request and Case Management1.08 Ratings00 Ratings
Budget and Expense Management2.07 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
ActiveCollab
5.7
8 Ratings
27% below category average
Method:CRM
-
Ratings
Quotes/estimates6.97 Ratings00 Ratings
Invoicing6.96 Ratings00 Ratings
Project & financial reporting1.07 Ratings00 Ratings
Integration with accounting software7.94 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ActiveCollab
-
Ratings
Method:CRM
8.2
20 Ratings
7% above category average
Customer data management / contact management00 Ratings9.920 Ratings
Workflow management00 Ratings8.318 Ratings
Territory management00 Ratings1.81 Ratings
Opportunity management00 Ratings8.618 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.818 Ratings
Contract management00 Ratings8.711 Ratings
Quote & order management00 Ratings9.916 Ratings
Interaction tracking00 Ratings8.717 Ratings
Channel / partner relationship management00 Ratings9.011 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ActiveCollab
-
Ratings
Method:CRM
10.0
2 Ratings
29% above category average
Case management00 Ratings10.01 Ratings
Call center management00 Ratings9.92 Ratings
Help desk management00 Ratings10.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ActiveCollab
-
Ratings
Method:CRM
8.4
18 Ratings
11% above category average
Lead management00 Ratings8.817 Ratings
Email marketing00 Ratings7.913 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ActiveCollab
-
Ratings
Method:CRM
8.8
18 Ratings
15% above category average
Task management00 Ratings9.016 Ratings
Billing and invoicing management00 Ratings8.814 Ratings
Reporting00 Ratings8.515 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ActiveCollab
-
Ratings
Method:CRM
8.6
16 Ratings
13% above category average
Forecasting00 Ratings8.98 Ratings
Pipeline visualization00 Ratings8.715 Ratings
Customizable reports00 Ratings8.316 Ratings
Customization
Comparison of Customization features of Product A and Product B
ActiveCollab
-
Ratings
Method:CRM
9.7
17 Ratings
25% above category average
Custom fields00 Ratings10.017 Ratings
Custom objects00 Ratings10.016 Ratings
Scripting environment00 Ratings9.212 Ratings
API for custom integration00 Ratings9.813 Ratings
Security
Comparison of Security features of Product A and Product B
ActiveCollab
-
Ratings
Method:CRM
9.2
17 Ratings
11% above category average
Single sign-on capability00 Ratings9.315 Ratings
Role-based user permissions00 Ratings9.117 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
ActiveCollab
-
Ratings
Method:CRM
10.0
2 Ratings
33% above category average
Marketing automation00 Ratings10.02 Ratings
Compensation management00 Ratings10.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
ActiveCollab
-
Ratings
Method:CRM
9.1
13 Ratings
20% above category average
Mobile access00 Ratings9.113 Ratings
Best Alternatives
ActiveCollabMethod:CRM
Small Businesses
FunctionFox
FunctionFox
Score 8.3 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
SAP Ruum
SAP Ruum
Score 9.0 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
Enterprises
Quickbase
Quickbase
Score 9.2 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ActiveCollabMethod:CRM
Likelihood to Recommend
4.3
(13 ratings)
9.1
(22 ratings)
Likelihood to Renew
-
(0 ratings)
8.0
(2 ratings)
Usability
-
(0 ratings)
8.5
(17 ratings)
Support Rating
7.1
(3 ratings)
9.1
(18 ratings)
Implementation Rating
-
(0 ratings)
9.0
(1 ratings)
Ease of integration
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
ActiveCollabMethod:CRM
Likelihood to Recommend
ActiveCollab
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.












Read full review
Method Integration Inc.
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.
Read full review
Pros
ActiveCollab
  • Great for project and task assignments, project workflow and communications.
  • Solid web-based platform that doesn't require software downloads, also includes great mobile platform.
  • Great reporting tools for managing billing, estimating, project workflow and other essential project details.
  • Allows for both the agency and its clients to interact on a single platform using role-specific permissions.
Read full review
Method Integration Inc.
  • The customization team is brilliant!
  • The various integrations, QBO & Gmail, help me keep track of all customer interactions.
  • The more organized I am, the more time I have to take care of my clients!
  • I have nothing but praise for the support team and the rest of the crew at Method.
Read full review
Cons
ActiveCollab
  • 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
Read full review
Method Integration Inc.
  • I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
  • The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)
Read full review
Likelihood to Renew
ActiveCollab
No answers on this topic
Method Integration Inc.
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
Read full review
Usability
ActiveCollab
No answers on this topic
Method Integration Inc.
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
Read full review
Support Rating
ActiveCollab
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.
Read full review
Method Integration Inc.
The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.
Read full review
Implementation Rating
ActiveCollab
No answers on this topic
Method Integration Inc.
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.
Read full review
Alternatives Considered
ActiveCollab
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.
Read full review
Method Integration Inc.
Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
Read full review
Return on Investment
ActiveCollab
  • Allows our team to stay organized and keep conversations on tasks.
  • The To-Do List email every morning helps me mentally prepare and know exactly what I should be doing as soon as I start work.
  • Powerful and useful integrations save lots of time (Google Drive, Slack, Dropbox, Zapier and more!).
Read full review
Method Integration Inc.
  • Method:CRM has probably saved me about 6-10 hours per week over the past few years.
  • It has likely saved our company several hundred hours in the last 10 years.
  • It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.
Read full review
ScreenShots

ActiveCollab Screenshots

Screenshot of Dashboard and overview of projects.Screenshot of Multiple task views curently showing a Kanban view of the tasklists and tasks.Screenshot of Overview of all recent activity.Screenshot of Calendar view with task dependencies.Screenshot of Permission settings (owner, member, client, client+).Screenshot of List of available Add-ons.

Method:CRM Screenshots

Screenshot of Simplifies sales process and provides organization with a shared customer list.Screenshot of Strengthens customer relationships to provide better service.Screenshot of Stops sales from slipping through the cracks.Screenshot of Streamlines business processes to make teams happier and more productive.Screenshot of Automates sales processes.Screenshot of Method can be customized to fit a business.