17hats vs. BlueMind

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
17hats
Score 9.2 out of 10
N/A
17hats from the company of the same name in Pasadena is a small business management solution presenting an all-in-one solution for contacts, projects, leads, quotes and invoicing.
$45
per month
BlueMind
Score 9.5 out of 10
N/A
BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is a CRM platform, database and risk management tool. Compliance is built into the system and it generated as the agent turns the lead into a client. The tool suite is designed to replace legacy…
$19.99
per user/per month
Pricing
17hatsBlueMind
Editions & Modules
Starting Price
$45.00
per month
Beginner
$19.99
per user/per month
Advanced
$49.99
per user/per month
Enterprise
Please Contact Us
Offerings
Pricing Offerings
17hatsBlueMind
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsThere is an additional 25%+ discount for annual licensing
More Pricing Information
Features
17hatsBlueMind
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
17hats
9.5
2 Ratings
21% above category average
BlueMind
-
Ratings
Customer data management / contact management10.02 Ratings00 Ratings
Workflow management10.02 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.01 Ratings00 Ratings
Contract management10.02 Ratings00 Ratings
Quote & order management10.01 Ratings00 Ratings
Interaction tracking8.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
17hats
8.0
1 Ratings
6% above category average
BlueMind
-
Ratings
Case management8.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
17hats
8.0
1 Ratings
6% above category average
BlueMind
-
Ratings
Lead management8.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
17hats
9.5
2 Ratings
22% above category average
BlueMind
-
Ratings
Task management9.01 Ratings00 Ratings
Billing and invoicing management10.02 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
17hats
10.0
2 Ratings
28% above category average
BlueMind
-
Ratings
Custom fields9.92 Ratings00 Ratings
Custom objects10.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
17hats
9.5
1 Ratings
13% above category average
BlueMind
-
Ratings
Single sign-on capability10.01 Ratings00 Ratings
Role-based user permissions9.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
17hats
8.0
1 Ratings
11% above category average
BlueMind
-
Ratings
Marketing automation8.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
17hats
8.0
1 Ratings
6% above category average
BlueMind
-
Ratings
Mobile access8.01 Ratings00 Ratings
Best Alternatives
17hatsBlueMind
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
17hatsBlueMind
Likelihood to Recommend
10.0
(2 ratings)
6.0
(1 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
Support Rating
8.0
(2 ratings)
-
(0 ratings)
User Testimonials
17hatsBlueMind
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.
Read full review
BlueMind
BlueMind is exactly what you would expect from a SaaS CRM solution. It's fast and responsive with a modern design and connects to many existing systems. This is great for a workforce that is remote or we share the data with many users/stakeholders. However, because our business has multiple uses for a CRM, BlueMind isn't as customizable as some of the larger offerings
Read full review
Pros
17hats
  • Invoicing
  • Creating online questionnaire
Read full review
BlueMind
  • Transparency - compliance
  • Dashboards
  • Client management
Read full review
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.
Read full review
BlueMind
  • Automation can be a bit more robust, still requires a bit of fixing to make it work consistently
  • Target estimations are not very deep
  • Dashboards could be more customizable for different use cases.
Read full review
Usability
17hats
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.
Read full review
BlueMind
No answers on this topic
Support Rating
17hats
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.
Read full review
BlueMind
No answers on this topic
Alternatives Considered
17hats
No answers on this topic
BlueMind
BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately.
Read full review
Return on Investment
17hats
  • ROI - Saves me time on creating invoices and questionnaires.
Read full review
BlueMind
  • Much more functional than a traditional database
  • Dashboards provides a great single-source information for reporting
  • Client management ensures stakeholders are connected
Read full review
ScreenShots