What users are saying about
4 Ratings
10 Ratings
4 Ratings
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Score 8.9 out of 100
10 Ratings
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Score 7.9 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

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Reagan Reed | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.4
Claritysoft
8.6
Customer data management / contact management
17hats
9.7
Claritysoft
9.3
Workflow management
17hats
9.7
Claritysoft
9.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Claritysoft
8.5
Contract management
17hats
10.0
Claritysoft
Quote & order management
17hats
10.0
Claritysoft
7.5
Interaction tracking
17hats
8.0
Claritysoft
9.0
Territory management
17hats
Claritysoft
8.2
Opportunity management
17hats
Claritysoft
8.8
Channel / partner relationship management
17hats
Claritysoft
8.2

Customer Service & Support

17hats
8.0
Claritysoft
10.0
Case management
17hats
8.0
Claritysoft
Help desk management
17hats
Claritysoft
10.0

Marketing Automation

17hats
8.0
Claritysoft
8.8
Lead management
17hats
8.0
Claritysoft
8.8
Email marketing
17hats
Claritysoft
8.8

CRM Project Management

17hats
9.5
Claritysoft
9.2
Task management
17hats
9.0
Claritysoft
10.0
Billing and invoicing management
17hats
10.0
Claritysoft
9.0
Reporting
17hats
Claritysoft
8.5

Customization

17hats
9.7
Claritysoft
8.8
Custom fields
17hats
9.4
Claritysoft
8.7
Custom objects
17hats
10.0
Claritysoft
8.3
API for custom integration
17hats
Claritysoft
9.3

Security

17hats
9.5
Claritysoft
9.0
Single sign-on capability
17hats
10.0
Claritysoft
8.5
Role-based user permissions
17hats
9.0
Claritysoft
9.5

Integrations with 3rd-party Software

17hats
8.0
Claritysoft
Marketing automation
17hats
8.0
Claritysoft

Platform

17hats
8.0
Claritysoft
6.5
Mobile access
17hats
8.0
Claritysoft
6.5

CRM Reporting & Analytics

17hats
Claritysoft
9.3
Forecasting
17hats
Claritysoft
9.0
Pipeline visualization
17hats
Claritysoft
9.0
Customizable reports
17hats
Claritysoft
10.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Claritysoft

  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
Dwayne Tharp | 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

Claritysoft

  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
Pamela Elliott | 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

Claritysoft

No score
No answers yet
No answers on this topic

Support Rating

17hats

17hats 8.0
Based on 3 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

Claritysoft

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

Claritysoft

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
Joshua Day | TrustRadius Reviewer

Return on Investment

17hats

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

Claritysoft

  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Ryan Weller | 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

Claritysoft

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Claritysoft Editions & Modules

Edition
Claritysoft$39.001
  1. Per Month Per User
Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.7
Claritysoft
8.3

Usability

17hats
9.0
Claritysoft

Support Rating

17hats
8.0
Claritysoft

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