MethodCRM vs. Toggl Track

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

I have been using Toggl for about seven years now, and I absolutely love it. It keeps me on track with the tasks I complete throughout the day. Tracking my time makes me more accountable for the work I produce and how much time my work takes. Having the breakdown of my tasks helps inform decisions on hiring support staff. I can see exactly where my time goes and then formulate a strategy to either bring in more help, delegate work, or re-prioritize. When coupled with other productivity apps (I particularly use ToDoist), you can unlock even more of Toggl's power. Toggl Track isn't so much a checklist tool--it's a time tracker; but when I integrate my to-do app with the time tracking, I can quickly and easily switch between tasks without disrupting workflow.

Incentivized

• 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

• Toggl integrates smoothly across multiple devices. I can seamlessly move from the field on my phone to the office on my computer and utilize Toggl the entire time.
• It has great customization. Setting up multiple customers in a variety of ways is easy and quick to do. We haven't found something we needed that we couldn't set up.
• The reporting is clean and informative. Reports can be generated for multiple criteria.

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.

• I am genuinely trying to come up with room for improvement, but I am struggling
• Toggl is seriously my favorite tool I use as a freelancer, and they offer so much functionality for free - that's why I always write reviews
• Maybe they could make it a little easier to adjust time tracking mistakes (leaving the timer running too long) -- I have to do several clicks to fix it and I make this error frequently

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

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

Very easy to use, can enter projects and tasks on the fly, can use either a timer or enter hours later manually, the interface is simple and intuitive. Has a mobile app that is also easy to use.

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

I haven't needed much support from Toggl, as it's mostly come from a small team trying out the tool. I'm not entirely sure what the best way to reach them would be if I did need them. I'm also not sure how responsive they would be to support requests. But I think it's positive that I have not needed them

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.

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.

One year ago I compared it to several tools, trying to use them in parallel. Now I don't remember the exact names of those tools, but Toggl was the best for its simplicity. It is easier to use, with fewer clicks and hence less destruction

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

• My timetracking needs are simple, so this is a great tool for me. Start the timer, stop the timer as client work is performed, whether that is uninterrupted time or not.
• It is very easy to review work time invested for each of my clients, making it easy for me to track my daily time and review monthly hours for preparing invoices.
• Daily time is automatically aggregated.
• Each time entry can be tagged with work activity, or projects can be segmented and time assigned to the segments with start and stop times.

Incentivized