17hats vs Contactually, by Compass

Likelihood to Recommend

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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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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.

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Barbara Carneiro

Disciple & Head Honcho

Word RevolutionMarketing and Advertising, 1-10 employees

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Feature Rating Comparison

17hats

Contactually, by Compass

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

Contactually, by Compass

Case management

Call center management

Help desk management

17hats

Contactually, by Compass

Lead management

Email marketing

17hats

Contactually, by Compass

Task management

Billing and invoicing management

Reporting

17hats

Contactually, by Compass

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Contactually, by Compass

Single sign-on capability

Role-based user permissions

17hats

Contactually, by Compass

Marketing automation

17hats

Contactually, by Compass

Mobile access

17hats

Contactually, by Compass

Forecasting

Pipeline visualization

Customizable reports

17hats

Contactually, by Compass

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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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.

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Verified User

Engineer in Information Technology

Non-Profit Organization Management Company, 501-1000 employees

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Cons

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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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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.

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Leilani Chin

Real Estate Agent

Sawyer Smith Residential BrokerageReal Estate, 1-10 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

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.

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Verified User

Consultant in Other

Internet Company, 1-10 employees

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Usability

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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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Contactually, by Compass 7.0

Based on 1 answer

Easy to use, does not require a strong technical background at all.

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Verified User

Engineer in Information Technology

Non-Profit Organization Management Company, 501-1000 employees

View all 1 answers on this topic

Support Rating

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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 2 answers on this topic

No score

No answers yet

No answers on this topic

Alternatives Considered

No answers on this topic

It seemed to have everything that I wanted and wasn't too expensive.

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Leilani Chin

Real Estate Agent

Sawyer Smith Residential BrokerageReal Estate, 1-10 employees

View all 5 answers on this topic

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

View all 2 answers on this topic

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.

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Sabrina Marshall-Wojtewicz

Co-founder, Director

Bunker LabsNon-Profit Organization Management, 11-50 employees

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Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

17hats Editions & Modules

Edition

Starting Price	$45.00¹

Per Month

Additional Pricing Details

—

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

Per Month

Additional Pricing Details

—

Rating Summary

17hats

Contactually, by Compass

17hats

Contactually, by Compass

17hats

Contactually, by Compass

17hats

Contactually, by Compass

Likelihood to Recommend

17hats

Contactually, by Compass

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

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Social data

Social engagement

Pros

17hats

Contactually, by Compass

Cons

17hats

Contactually, by Compass

Likelihood to Renew

17hats

Contactually, by Compass

Usability

17hats

Contactually, by Compass

Support Rating

17hats

Contactually, by Compass

Alternatives Considered

17hats

Contactually, by Compass

Return on Investment

17hats

Contactually, by Compass

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

17hats Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Contactually, by Compass Editions & Modules

Edition

Additional Pricing Details

Rating Summary

Add comparison