What users are saying about
17hats vs Aptean CRM
3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9.6 out of 100
Based on 3 reviews and ratings
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 6 out of 100
Based on 4 reviews and ratings
Likelihood to Recommend
17hats
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Aptean CRM
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.
IT Manager
Anderson Power ProductsElectrical/Electronic Manufacturing, 51-200 employees
Feature Rating Comparison
Sales Force Automation
17hats
9.3
Aptean CRM
4.4
Customer data management / contact management
17hats
9.5
Aptean CRM
7.0
Workflow management
17hats
9.5
Aptean CRM
5.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Aptean CRM
6.0
Contract management
17hats
10.0
Aptean CRM
1.0
Quote & order management
17hats
10.0
Aptean CRM
6.0
Interaction tracking
17hats
8.0
Aptean CRM
5.0
Territory management
17hats
—
Aptean CRM
1.0
Opportunity management
17hats
—
Aptean CRM
7.0
Channel / partner relationship management
17hats
—
Aptean CRM
2.0
Customer Service & Support
17hats
8.0
Aptean CRM
6.5
Case management
17hats
8.0
Aptean CRM
7.0
Call center management
17hats
—
Aptean CRM
6.0
Marketing Automation
17hats
8.0
Aptean CRM
5.5
Lead management
17hats
8.0
Aptean CRM
6.0
Email marketing
17hats
—
Aptean CRM
5.0
CRM Project Management
17hats
9.5
Aptean CRM
2.7
Task management
17hats
9.0
Aptean CRM
4.0
Billing and invoicing management
17hats
10.0
Aptean CRM
1.0
Reporting
17hats
—
Aptean CRM
3.0
Customization
17hats
9.5
Aptean CRM
6.5
Custom fields
17hats
9.0
Aptean CRM
10.0
Custom objects
17hats
10.0
Aptean CRM
3.0
Security
17hats
9.5
Aptean CRM
9.0
Single sign-on capability
17hats
10.0
Aptean CRM
9.0
Role-based user permissions
17hats
9.0
Aptean CRM
9.0
Integrations with 3rd-party Software
17hats
8.0
Aptean CRM
—
Marketing automation
17hats
8.0
Aptean CRM
—
Platform
17hats
8.0
Aptean CRM
—
Mobile access
17hats
8.0
Aptean CRM
—
CRM Reporting & Analytics
17hats
—
Aptean CRM
5.3
Forecasting
17hats
—
Aptean CRM
4.0
Pipeline visualization
17hats
—
Aptean CRM
4.0
Customizable reports
17hats
—
Aptean CRM
8.0
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Aptean CRM
- 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
IT Manager
Anderson Power ProductsElectrical/Electronic Manufacturing, 51-200 employees
Cons
17hats
- 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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Aptean CRM
- 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.
IT Manager
Anderson Power ProductsElectrical/Electronic Manufacturing, 51-200 employees
Usability
17hats
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Aptean CRM
No score
No answers yet
No answers on this topic
Support Rating
17hats
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.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Aptean CRM
No score
No answers yet
No answers on this topic
Alternatives Considered
17hats
No answers on this topic
Aptean CRM
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.
IT Manager
Anderson Power ProductsElectrical/Electronic Manufacturing, 51-200 employees
Return on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Aptean CRM
- Improved interaction with customers for incident management.
- Greatly improved opportunity management.
- Lead management for marketing is improved and centralized.
IT Manager
Anderson Power ProductsElectrical/Electronic Manufacturing, 51-200 employees
Pricing Details
17hats
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
—Aptean CRM
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Aptean CRM Editions & Modules
—