What users are saying about
3 Ratings
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Score 9.6 out of 100
15 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 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

Contactually, by Compass

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.3
Contactually, by Compass
8.8
Customer data management / contact management
17hats
9.5
Contactually, by Compass
9.8
Workflow management
17hats
9.5
Contactually, by Compass
9.5
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Contactually, by Compass
9.8
Contract management
17hats
10.0
Contactually, by Compass
6.0
Quote & order management
17hats
10.0
Contactually, by Compass
6.0
Interaction tracking
17hats
8.0
Contactually, by Compass
9.8
Territory management
17hats
Contactually, by Compass
8.9
Opportunity management
17hats
Contactually, by Compass
9.4
Channel / partner relationship management
17hats
Contactually, by Compass
9.8

Customer Service & Support

17hats
8.0
Contactually, by Compass
9.1
Case management
17hats
8.0
Contactually, by Compass
9.7
Call center management
17hats
Contactually, by Compass
8.0
Help desk management
17hats
Contactually, by Compass
9.7

Marketing Automation

17hats
8.0
Contactually, by Compass
9.7
Lead management
17hats
8.0
Contactually, by Compass
9.8
Email marketing
17hats
Contactually, by Compass
9.5

CRM Project Management

17hats
9.5
Contactually, by Compass
6.3
Task management
17hats
9.0
Contactually, by Compass
7.0
Billing and invoicing management
17hats
10.0
Contactually, by Compass
5.0
Reporting
17hats
Contactually, by Compass
7.0

Customization

17hats
9.5
Contactually, by Compass
7.0
Custom fields
17hats
9.0
Contactually, by Compass
7.0
Custom objects
17hats
10.0
Contactually, by Compass
7.0
Scripting environment
17hats
Contactually, by Compass
7.0
API for custom integration
17hats
Contactually, by Compass
7.0

Security

17hats
9.5
Contactually, by Compass
7.5
Single sign-on capability
17hats
10.0
Contactually, by Compass
9.0
Role-based user permissions
17hats
9.0
Contactually, by Compass
6.0

Integrations with 3rd-party Software

17hats
8.0
Contactually, by Compass
9.8
Marketing automation
17hats
8.0
Contactually, by Compass
9.8

Platform

17hats
8.0
Contactually, by Compass
9.4
Mobile access
17hats
8.0
Contactually, by Compass
9.4

CRM Reporting & Analytics

17hats
Contactually, by Compass
7.0
Forecasting
17hats
Contactually, by Compass
7.0
Pipeline visualization
17hats
Contactually, by Compass
7.0
Customizable reports
17hats
Contactually, by Compass
7.0

Social CRM

17hats
Contactually, by Compass
8.4
Social data
17hats
Contactually, by Compass
9.8
Social engagement
17hats
Contactually, by Compass
7.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Contactually, by Compass

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
Anonymous | 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

Contactually, by Compass

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

Contactually, by Compass

Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Anonymous | 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

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
Anonymous | TrustRadius Reviewer

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

Contactually, by Compass

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | TrustRadius Reviewer

Return on Investment

17hats

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

Contactually, by Compass

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz | 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

Contactually, by Compass

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Contactually, by Compass Editions & Modules

Edition
Professional$69.001
Accelerator$119.001
  1. Per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.5
Contactually, by Compass
9.0

Likelihood to Renew

17hats
Contactually, by Compass
1.0

Usability

17hats
9.0
Contactually, by Compass
7.0

Support Rating

17hats
8.0
Contactually, by Compass

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