What users are saying about
1 Ratings
2 Ratings
1 Ratings
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Score 9 out of 100
2 Ratings
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Score 9.5 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

Lasso CRM

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.
Nathalie Harput | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Lasso CRM
9.3
Customer data management / contact management
17hats
9.0
Lasso CRM
8.9
Workflow management
17hats
9.0
Lasso CRM
7.8
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Lasso CRM
10.0
Contract management
17hats
10.0
Lasso CRM
Quote & order management
17hats
10.0
Lasso CRM
Interaction tracking
17hats
8.0
Lasso CRM
10.0
Opportunity management
17hats
Lasso CRM
10.0

Customer Service & Support

17hats
8.0
Lasso CRM
5.0
Case management
17hats
8.0
Lasso CRM
Help desk management
17hats
Lasso CRM
5.0

Marketing Automation

17hats
8.0
Lasso CRM
9.5
Lead management
17hats
8.0
Lasso CRM
10.0
Email marketing
17hats
Lasso CRM
9.1

CRM Project Management

17hats
9.5
Lasso CRM
8.9
Task management
17hats
9.0
Lasso CRM
8.9
Billing and invoicing management
17hats
10.0
Lasso CRM
Reporting
17hats
Lasso CRM
8.9

Customization

17hats
8.0
Lasso CRM
5.0
Custom fields
17hats
8.0
Lasso CRM
5.0
Custom objects
17hats
Lasso CRM
5.0

Security

17hats
9.5
Lasso CRM
8.5
Single sign-on capability
17hats
10.0
Lasso CRM
8.0
Role-based user permissions
17hats
9.0
Lasso CRM
8.9

Integrations with 3rd-party Software

17hats
8.0
Lasso CRM
8.0
Marketing automation
17hats
8.0
Lasso CRM
8.0

Platform

17hats
8.0
Lasso CRM
5.0
Mobile access
17hats
8.0
Lasso CRM
5.0

CRM Reporting & Analytics

17hats
Lasso CRM
7.2
Pipeline visualization
17hats
Lasso CRM
8.0
Customizable reports
17hats
Lasso CRM
6.4

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Lasso CRM

  • Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
  • Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
  • Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.
Anonymous | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Lasso CRM

  • Connection between inventory and sales modules.
  • Calculation of commissions of representatives using the tool (not outside realtors).
  • Price revisions.
Nathalie Harput | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
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

Lasso CRM

No score
No answers yet
No answers on this topic

Return on Investment

17hats

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

Lasso CRM

  • Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
  • We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
  • Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.
Anonymous | TrustRadius Reviewer

Pricing Details

17hats

General

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

Lasso CRM

General

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

Rating Summary

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