What users are saying about
3 Ratings
23 Ratings
3 Ratings
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Score 9.7 out of 100
23 Ratings
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Score 8.5 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

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.4
Close
8.6
Customer data management / contact management
17hats
9.6
Close
8.0
Workflow management
17hats
9.6
Close
8.1
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Close
9.0
Contract management
17hats
10.0
Close
10.0
Quote & order management
17hats
10.0
Close
Interaction tracking
17hats
8.0
Close
7.9
Territory management
17hats
Close
8.0
Opportunity management
17hats
Close
8.5
Channel / partner relationship management
17hats
Close
9.7

Customer Service & Support

17hats
8.0
Close
9.2
Case management
17hats
8.0
Close
8.1
Call center management
17hats
Close
9.7
Help desk management
17hats
Close
10.0

Marketing Automation

17hats
8.0
Close
9.2
Lead management
17hats
8.0
Close
8.3
Email marketing
17hats
Close
10.0

CRM Project Management

17hats
9.5
Close
7.6
Task management
17hats
9.0
Close
5.9
Billing and invoicing management
17hats
10.0
Close
10.0
Reporting
17hats
Close
7.0

Customization

17hats
9.6
Close
8.3
Custom fields
17hats
9.1
Close
8.3
Custom objects
17hats
10.0
Close
10.0
Scripting environment
17hats
Close
8.1
API for custom integration
17hats
Close
6.8

Security

17hats
9.5
Close
7.8
Single sign-on capability
17hats
10.0
Close
8.1
Role-based user permissions
17hats
9.0
Close
7.5

Integrations with 3rd-party Software

17hats
8.0
Close
7.0
Marketing automation
17hats
8.0
Close
7.0

Platform

17hats
8.0
Close
10.0
Mobile access
17hats
8.0
Close
10.0

CRM Reporting & Analytics

17hats
Close
9.3
Forecasting
17hats
Close
10.0
Pipeline visualization
17hats
Close
8.0
Customizable reports
17hats
Close
10.0

Social CRM

17hats
Close
10.0
Social data
17hats
Close
10.0
Social engagement
17hats
Close
10.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | 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

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | 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

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

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

Close

Close 7.0
Based on 1 answer
I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
Anonymous | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

Close

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
Jason Vance | TrustRadius Reviewer

Return on Investment

17hats

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

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

Screenshots

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

Close

General

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

Close Editions & Modules

Edition
Starter$251
Basic$651
Professional$951
Business$1451
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

Rating Summary

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