17hats vs MCA Suite | TrustRadius

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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It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.

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Verified User

Employee in Finance and Accounting

Financial Services Company, 51-200 employees

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Feature Rating Comparison

17hats

MCA Suite

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

17hats

MCA Suite

Case management

17hats

MCA Suite

Lead management

17hats

MCA Suite

Task management

Billing and invoicing management

Reporting

17hats

MCA Suite

Custom fields

Custom objects

17hats

MCA Suite

Single sign-on capability

Role-based user permissions

17hats

MCA Suite

Marketing automation

17hats

MCA Suite

Mobile access

17hats

MCA Suite

Customizable reports

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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They have lots of detail on the deal pages.
It allows for multiple internal and external users.
It has global search functionality.

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Verified User

Employee in Finance and Accounting

Financial Services Company, 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

View all 2 answers on this topic

Poor reporting.
Filtering is clunky.
They could improve on data visualization.
Renewal advances that are not refinances are difficult to manage.

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Verified User

Employee in Finance and Accounting

Financial Services Company, 51-200 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

View all 3 answers on this topic

No score

No answers yet

No answers on this topic

Alternatives Considered

No answers on this topic

We haven't used any others.

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Verified User

Employee in Finance and Accounting

Financial Services Company, 51-200 employees

View all 1 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

We've been able to grow our working capital program over the years with the help of MCA Suite.
Data management is difficult, and we struggle with reporting.
We have granted merchants dedicated to their advances for tracking purposes.

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Verified User

Employee in Finance and Accounting

Financial Services Company, 51-200 employees

View all 1 answers on this topic

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?

—

MCA Suite Editions & Modules

—

Additional Pricing Details

—

Rating Summary

17hats

MCA Suite

17hats

MCA Suite

17hats

MCA Suite

Likelihood to Recommend

17hats

MCA Suite

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

Case management

Lead management

Task management

Billing and invoicing management

Reporting

Custom fields

Custom objects

Single sign-on capability

Role-based user permissions

Marketing automation

Mobile access

Customizable reports

Pros

17hats

MCA Suite

Cons

17hats

MCA Suite

Usability

17hats

MCA Suite

Support Rating

17hats

MCA Suite

Alternatives Considered

17hats

MCA Suite

Return on Investment

17hats

MCA Suite

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?

MCA Suite Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison