What users are saying about
3 Ratings
4 Ratings
3 Ratings
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Score 9.6 out of 100
4 Ratings
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Score 6 out of 100

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.
Erika Tebbens | TrustRadius Reviewer

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.
Craig Cormier | TrustRadius Reviewer

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
Marli Espinales | TrustRadius Reviewer

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
Craig Cormier | TrustRadius Reviewer

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.
Erika Tebbens | TrustRadius Reviewer

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.
Craig Cormier | TrustRadius Reviewer

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.
Erika Tebbens | TrustRadius Reviewer

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.
Marli Espinales | TrustRadius Reviewer

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.
Craig Cormier | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Aptean CRM

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
Craig Cormier | TrustRadius Reviewer

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
  1. 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

Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.5
Aptean CRM
6.0

Usability

17hats
9.0
Aptean CRM

Support Rating

17hats
8.0
Aptean CRM

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