17hats vs Capsule CRM

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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If you want a super robust CRM that does it all, Capsule is not the way to go. It's missing a lot of elements that more powerful CRMs have (though it makes up for it with many integration possibilities). But in my opinion, that simplicity can be a good thing if you just want a way to keep track of your sales pipeline. A lot of people don't have the time or mental bandwidth to learn a new system, and it's better to learn something simple than to barely use something powerful. Capsule is also great if you have to keep track of a lot of contacts--a small PR firm would find this very useful.

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Rosi Muñoz

Analyst

CSR-Atlanta, LLCManagement Consulting, 1-10 employees

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Feature Rating Comparison

17hats

Capsule 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

Capsule CRM

Case management

Call center management

Help desk management

17hats

Capsule CRM

Lead management

Email marketing

17hats

Capsule CRM

Task management

Billing and invoicing management

Reporting

17hats

Capsule CRM

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Capsule CRM

Single sign-on capability

Role-based user permissions

17hats

Capsule CRM

Marketing automation

Compensation management

17hats

Capsule CRM

Mobile access

17hats

Capsule CRM

Forecasting

Pipeline visualization

Customizable reports

17hats

Capsule 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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Mobile app is super helpful to manage work away from a computer!
Excellent task management system - can track on a timeline as well as across the team.

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Verified User

Consultant in Social Media

Marketing and Advertising Company, 1-10 employees

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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

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There are more comprehensive features in other CRMs. I wish there was the option to have multiple sales pipelines as PipeDrive has.

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Verified User

C-Level Executive in Marketing

Marketing and Advertising Company, 11-50 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

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No score

No answers yet

No answers on this topic

Alternatives Considered

No answers on this topic

We simply could not afford to use the other platforms and felt this was the best choice for now! And, we're really happy with our decision because it includes everything we had wanted, and at a better price. We refer a lot of clients to this product and train them on how to use it. Once their business grows they usually upgrade to the paid version.

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Verified User

Consultant in Marketing

Graphic Design Company, 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's enabled us to have a cloud-based live database, rather than living off spreadsheets or an antiquated Access database
It's hard to really quantify ROI on a small startup, but it's been very helpful to have a small scale but powerful CRM as we grow the company.
Since we don't use it entirely as it's intended, the terminology and shortcuts are a bit confusing.

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Alicia Barevich, bCRE, bCEE

Database Administrator

The Blake SchoolMarketing 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

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Rating Summary

17hats

Capsule CRM

17hats

Capsule CRM

Likelihood to Recommend

17hats

Capsule 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

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Marketing automation

Compensation management

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Social data

Social engagement

Pros

17hats

Capsule CRM

Cons

17hats

Capsule CRM

Support Rating

17hats

Capsule CRM

Alternatives Considered

17hats

Capsule CRM

Return on Investment

17hats

Capsule 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