17hats vs Aptean CRM | TrustRadius

Likelihood to Recommend

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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This is a solid basic platform. It's not Salesforce but it IS integrated with IntuitiveERP and is included in the price. For the cost, you certainly can't get this type of functionality in other small CRM packages. If you have IntuitiveERP already and are looking to move towards a CRM package it's certainly a way to help you get your footing before deciding you need a larger scale package, but I don't know that you'd want to invest in Intuitive JUST for their CRM cycle.

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Craig Cormier

IT Manager

Anderson Power ProductsElectrical/Electronic Manufacturing, 51-200 employees

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Feature Rating Comparison

17hats

Aptean 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

Aptean CRM

Case management

Call center management

17hats

Aptean CRM

Lead management

Email marketing

17hats

Aptean CRM

Task management

Billing and invoicing management

Reporting

17hats

Aptean CRM

Custom fields

Custom objects

17hats

Aptean CRM

Single sign-on capability

Role-based user permissions

17hats

Aptean CRM

Marketing automation

17hats

Aptean CRM

Mobile access

17hats

Aptean CRM

Forecasting

Pipeline visualization

Customizable reports

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

Simple: it isn't too convoluted with too many features
Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth

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Craig Cormier

IT Manager

Anderson Power ProductsElectrical/Electronic Manufacturing, 51-200 employees

View all 1 answers on this topic

Cons

Cheaper credit card charges
Ability to tweak their questionnaires a bit more

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

There is currently no web portal or mobile front for this CRM package
The simplicity sometimes can be a hindrance to deeper data dives.
The tracking of contacts if a bit complicated as far as database design goes, making cross-platform integration more difficult.

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Craig Cormier

IT Manager

Anderson Power ProductsElectrical/Electronic Manufacturing, 51-200 employees

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Support Rating

17hats 8.0

Based on 1 answer

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

View all 1 answers on this topic

No score

No answers yet

No answers on this topic

Alternatives Considered

No answers on this topic

IntuitiveERP included this CRM package with our license, so there was no extra cost to implement it. Salesforce is expensive so we felt that we could use this package to justify our need for CRM by implementing this package, and if it was improving our sales we could say that a larger package would give the ROI we expect.

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Craig Cormier

IT Manager

Anderson Power ProductsElectrical/Electronic Manufacturing, 51-200 employees

View all 1 answers on this topic

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

View all 1 answers on this topic

Improved interaction with customers for incident management.
Greatly improved opportunity management.
Lead management for marketing is improved and centralized.

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Craig Cormier

IT Manager

Anderson Power ProductsElectrical/Electronic Manufacturing, 51-200 employees

View all 1 answers on this topic

Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Rating Summary

17hats

Aptean CRM

17hats

Aptean CRM

Likelihood to Recommend

17hats

Aptean CRM

Feature Rating Comparison

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

Case management

Call center management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Custom fields

Custom objects

Single sign-on capability

Role-based user permissions

Marketing automation

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Pros

17hats

Aptean CRM

Cons

17hats

Aptean CRM

Support Rating

17hats

Aptean CRM

Alternatives Considered

17hats

Aptean CRM

Return on Investment

17hats

Aptean CRM

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Rating Summary

Add comparison