17hats vs. MACAW CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
17hats
Score 8.9 out of 10
N/A
17hats from the company of the same name in Pasadena is a small business management solution presenting an all-in-one solution for contacts, projects, leads, quotes and invoicing.
$45
per month
MACAW CRM
Score 8.0 out of 10
N/A
MACAW CRM system has been designed exclusively for the insurance sector. Prospects lead to opportunities, which leads to quotes, which leads to payment to the policies. In insurer requires, the underwriting and rating engines can be added. Salesforce can be deployed, managed and paid for. The policy servicing and claims tracking has been integrated in the system. The "digital" elements are integrated as various portals and mobile apps. The software has in…N/A
Pricing
17hatsMACAW CRM
Editions & Modules
Starting Price
$45.00
per month
No answers on this topic
Offerings
Pricing Offerings
17hatsMACAW CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
17hatsMACAW CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
17hats
9.5
2 Ratings
18% above category average
MACAW CRM
-
Ratings
Customer data management / contact management10.02 Ratings00 Ratings
Workflow management10.02 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.01 Ratings00 Ratings
Contract management10.02 Ratings00 Ratings
Quote & order management10.01 Ratings00 Ratings
Interaction tracking8.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
17hats
8.0
1 Ratings
3% above category average
MACAW CRM
-
Ratings
Case management8.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
17hats
8.0
1 Ratings
2% above category average
MACAW CRM
-
Ratings
Lead management8.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
17hats
9.5
2 Ratings
20% above category average
MACAW CRM
-
Ratings
Task management9.01 Ratings00 Ratings
Billing and invoicing management10.02 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
17hats
10.0
2 Ratings
25% above category average
MACAW CRM
-
Ratings
Custom fields9.92 Ratings00 Ratings
Custom objects10.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
17hats
9.5
1 Ratings
12% above category average
MACAW CRM
-
Ratings
Single sign-on capability10.01 Ratings00 Ratings
Role-based user permissions9.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
17hats
8.0
1 Ratings
8% above category average
MACAW CRM
-
Ratings
Marketing automation8.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
17hats
8.0
1 Ratings
5% above category average
MACAW CRM
-
Ratings
Mobile access8.01 Ratings00 Ratings
Best Alternatives
17hatsMACAW CRM
Small Businesses
vCita
vCita
Score 9.5 out of 10

No answers on this topic

Medium-sized Companies
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10

No answers on this topic

Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
17hatsMACAW CRM
Likelihood to Recommend
10.0
(2 ratings)
8.0
(1 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
Support Rating
8.0
(3 ratings)
-
(0 ratings)
User Testimonials
17hatsMACAW CRM
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.
Read full review
Nest Innovative Solutions Private Limited
MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.
Read full review
Pros
17hats
  • Invoicing
  • Creating online questionnaire
Read full review
Nest Innovative Solutions Private Limited
  • Blending of CRM within an insurance flow
  • Great Lead Management, Quotation and Underwriting
  • High level support for marketing campaigns and setting up successful content strategies
  • Great support for legacy back-office system
Read full review
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.
Read full review
Nest Innovative Solutions Private Limited
  • Not very user friendly
  • Configuration with older back-office system is a bit of a hassle
  • Searches and uploads sometimes take a long time
Read full review
Usability
17hats
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.
Read full review
Nest Innovative Solutions Private Limited
No answers on this topic
Support Rating
17hats
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.
Read full review
Nest Innovative Solutions Private Limited
No answers on this topic
Alternatives Considered
17hats
No answers on this topic
Nest Innovative Solutions Private Limited
MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.
Read full review
Return on Investment
17hats
  • ROI - Saves me time on creating invoices and questionnaires.
Read full review
Nest Innovative Solutions Private Limited
  • Allowed work from home due to its web UI
  • Made using legacy back-office system easier, except for more complex cases
  • Not user friendly and a bit hard to onboard into
Read full review
ScreenShots

MACAW CRM Screenshots

Screenshot of Single Customer Overview DashboardScreenshot of Opportunity DashboardScreenshot of Quotation DashboardScreenshot of Policy Overview Dashboard