17hats vs FollowUp CRM

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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One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.

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Betsy Young

Office Administration

DreamMaker Bath & KitchenDesign, 1-10 employees

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Feature Rating Comparison

17hats

FollowUp 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

FollowUp CRM

Case management

Call center management

Help desk management

17hats

FollowUp CRM

Lead management

Email marketing

17hats

FollowUp CRM

Task management

Billing and invoicing management

Reporting

17hats

FollowUp CRM

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

FollowUp CRM

Single sign-on capability

Role-based user permissions

17hats

FollowUp CRM

Marketing automation

Compensation management

17hats

FollowUp CRM

Mobile access

17hats

FollowUp CRM

Forecasting

Pipeline visualization

Customizable reports

17hats

FollowUp 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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We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
Every task is date stamped to insure proper work flow and holds the team accountable to each other.

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Gregg Wallick

CEO

Best RoofingConstruction, 51-200 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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It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.

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Betsy Young

Office Administration

DreamMaker Bath & KitchenDesign, 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

View all 1 answers on this topic

No score

No answers yet

No answers on this topic

Support Rating

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.

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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

My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales

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Verified User

Account Manager in Sales

Construction 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

View all 2 answers on this topic

I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
Payments or what the current status of the job is.

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Tom Baker

Manager

All Clean of Hot SpringsConstruction, 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

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

FollowUp CRM Editions & Modules

—

Additional Pricing Details

—

Rating Summary

17hats

FollowUp CRM

17hats

FollowUp CRM

17hats

FollowUp CRM

Likelihood to Recommend

17hats

FollowUp 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

FollowUp CRM

Cons

17hats

FollowUp CRM

Usability

17hats

FollowUp CRM

Support Rating

17hats

FollowUp CRM

Alternatives Considered

17hats

FollowUp CRM

Return on Investment

17hats

FollowUp CRM

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?

FollowUp CRM Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison