17hats vs Agile CRM | TrustRadius

Likelihood to Recommend

It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.

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Verified User

Professional in Information Technology

Investment Management Company, 1001-5000 employees

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Feature Rating Comparison

17hats

Agile CRM

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

17hats

Agile CRM

Case management

Call center management

Help desk management

17hats

Agile CRM

Lead management

Email marketing

17hats

Agile CRM

Task management

Billing and invoicing management

Reporting

17hats

Agile CRM

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Agile CRM

Single sign-on capability

Role-based user permissions

17hats

Agile CRM

Marketing automation

Compensation management

17hats

Agile CRM

Mobile access

17hats

Agile CRM

Forecasting

Pipeline visualization

Customizable reports

17hats

Agile CRM

Social data

Social engagement

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.

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Carol Olona

President/Founder

LeadMinders, LLCManagement Consulting, 1-10 employees

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Cons

Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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UI can be upgraded for a better UI experience.
Overall customer onboarding experience can be improved with deeper process flows covering all business use cases.
Integration with other reporting tools such as Tableau can be improved to give better reporting experience.

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Rajat Sharma

Business Consultant

Kellton Tech Solutions LimitedInformation Services, 501-1000 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

Agile CRM 10.0

Based on 2 answers

There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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Usability

17hats 9.0

Based on 1 answer

It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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Agile CRM 7.0

Based on 2 answers

Various aspects of it are easy to use, such as the contact profiles and what information you can store. I'm not so fond of the email template and campaign set up tools. Unless you want to use preset templates there is limited scope for customisation. However, once you work out how on earth to use it you can make do.

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Victoria Hoete-Dodd

Content Specialist

BitPrimeFinancial Services, 1-10 employees

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Reliability and Availability

No score

No answers yet

No answers on this topic

Agile CRM 10.0

Based on 1 answer

The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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Performance

No score

No answers yet

No answers on this topic

Agile CRM 10.0

Based on 1 answer

The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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Support Rating

17hats 8.0

Based on 2 answers

It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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Agile CRM 2.3

Based on 4 answers

AgileCRM Has been doing a spectacular job following up with any challenges that arise. It's important to understand that every business will face challenges. The expectation should not be to have a challenge-free environment, but A Provider/partner that works with you solve anything as they arise. I highly encourage anyone to look at the company behind the products

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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Online Training

No score

No answers yet

No answers on this topic

Agile CRM 10.0

Based on 1 answer

Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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Implementation Rating

No score

No answers yet

No answers on this topic

Agile CRM 10.0

Based on 2 answers

Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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Alternatives Considered

No answers on this topic

I trialed a number of other CRMs much to the disgust of my colleagues!

Pipedrive was great but more sales focussed and heavy on Javascript so felt slow at times
OnePageCRM was good but no sales automation when we tried it
Highrise - wanted to love it but too basic and even though we had a free license bundled with Basecamp we didn't use it.
Capsule was good but basic
Salesforce was too complicated to learn
Infusionsoft and Hubspot were too hard sell (Hubspot wanted a 1 year commitment)

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Jez John

Managing Director

Webstars LtdInternet, 11-50 employees

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Scalability

No score

No answers yet

No answers on this topic

Agile CRM 10.0

Based on 1 answer

This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.

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Steven Davis

Founder and Managing Director

Global Education and Career Development Abroad (GlobalEd)Education Management, 1-10 employees

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Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.

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Colin Butler

Snr Account Manager

Prospect Creative MarketingMarketing and Advertising, 1-10 employees

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Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

17hats Editions & Modules

Edition

Starting Price	$45.00¹

Per Month

Additional Pricing Details

—

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Agile CRM Editions & Modules

Edition

Free	Free¹
Starter	8.99²
Regular	29.99²
Enterprise	47.99²

for 10 users
*per user per month

Additional Pricing Details

*pricing for 2 year plan.

Rating Summary

17hats

Agile CRM

17hats

Agile CRM

17hats

Agile CRM

17hats

Agile CRM

17hats

Agile CRM

17hats

Agile CRM

17hats

Agile CRM

17hats

Agile CRM

17hats

Agile CRM