Asana vs. MethodCRM

The usability of Asana is broad since it's available in a variety of platforms that are widely used nowadays. I think that it would be great for people who are constantly on the move and switching devices, since it has allowed me to work from my phone, too. I also think that Asana has proven itself to handle a large quantity of work

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.

Incentivized

• Through it, we were able to communicate and cooperate with the rest of the team to complete the work in the required manner and at the appropriate time.
• Available for free on Android and iPhone.
• Asana has a simple and easy user interface

• 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.

Incentivized

• Asana is not really a project management tool, it is good for simple projects only
• UI has some glitches (doesn't save preferences, etc.)
• Integration with other tools (Office 365, MS Project)
• No reminders if the working period you entered is on holidays

Incentivized

• It would be great if we could attach files to a lead or account in general and not just in an activity or opportunity.
• All custom fields do not show up as options for a view when searching for leads or customers within certain parameters.

• Mobile + Desktop capabilities - Able to use it anywhere, anytime.
• Task management - Easy to view projects and their progress.
• Time management - Easy to see what elements require time / how they interrelate and manage the project on an overall basis.
• Company management - Be able to see from a master dashboard perspective where each project is in its stages of completion.
• Clear communication - It's visually documented who is doing what at what time so that the whole project gets done.

Incentivized

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

It is very user-friendly. Takes a new employee an hour to start figuring out how the system works. That's an important factor. You don't want to encounter the issue where employees need a week to understand how the system works. For example, JIRA, I tried using it for a week and I still don't understand the complicated layout. Asana has a simple interface. Once you see it, you get it type of program.

Incentivized

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

Incentivized

Working with Asana on a daily basis

I haven't had to use their support so I can't rate it. The fact that I haven't needed them reflects the ease of use of the product. I would recommend that any new users schedule a complete demo of the product to ensure that they are using it to it's fullest (there's a lot of useful features).

Incentivized

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.

Incentivized

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.

Asana is a top-tier project management software that helps us organize and track projects from start to finish. It allows us to apply tasks/to-dos to multiple projects without duplication, divide complex projects into smaller tasks, and track project progress. It also helps us organize work on Kanban boards or linear lists. It stands out from the crowd in a big way compared to the competition.

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.

I used this tool on a daily basis at work and it runs as a solid rock

• Productivity - Most of all, it allows me to be more productive and have a good sense of where I am with projects and deadlines.
• Easy to use - I can make the most of my time to get up (and stay) up and running.
• Project coordination - Allows me to assign tasks to my interns and communicate directly within the platform to keep the work train moving.

Incentivized

• 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.

Incentivized