What users are saying about
3 Ratings
21 Ratings
3 Ratings
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Score 9.6 out of 100
21 Ratings
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Score 8.5 out of 100

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.
Erika Tebbens | TrustRadius Reviewer

Nutshell

This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis?If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
Catherine Corass | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.3
Nutshell
7.3
Customer data management / contact management
17hats
9.5
Nutshell
9.0
Workflow management
17hats
9.5
Nutshell
8.2
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Nutshell
7.5
Contract management
17hats
10.0
Nutshell
Quote & order management
17hats
10.0
Nutshell
6.7
Interaction tracking
17hats
8.0
Nutshell
9.4
Territory management
17hats
Nutshell
6.0
Opportunity management
17hats
Nutshell
8.8
Channel / partner relationship management
17hats
Nutshell
3.0

Customer Service & Support

17hats
8.0
Nutshell
8.8
Case management
17hats
8.0
Nutshell
9.7
Call center management
17hats
Nutshell
8.0

Marketing Automation

17hats
8.0
Nutshell
8.2
Lead management
17hats
8.0
Nutshell
8.4
Email marketing
17hats
Nutshell
7.9

CRM Project Management

17hats
9.5
Nutshell
8.9
Task management
17hats
9.0
Nutshell
9.1
Billing and invoicing management
17hats
10.0
Nutshell
Reporting
17hats
Nutshell
8.8

Customization

17hats
9.5
Nutshell
8.2
Custom fields
17hats
9.0
Nutshell
7.8
Custom objects
17hats
10.0
Nutshell
9.0
Scripting environment
17hats
Nutshell
9.0
API for custom integration
17hats
Nutshell
7.0

Security

17hats
9.5
Nutshell
7.5
Single sign-on capability
17hats
10.0
Nutshell
9.0
Role-based user permissions
17hats
9.0
Nutshell
6.0

Integrations with 3rd-party Software

17hats
8.0
Nutshell
8.0
Marketing automation
17hats
8.0
Nutshell
8.0
Compensation management
17hats
Nutshell
8.0

Platform

17hats
8.0
Nutshell
7.6
Mobile access
17hats
8.0
Nutshell
7.6

CRM Reporting & Analytics

17hats
Nutshell
8.2
Forecasting
17hats
Nutshell
8.0
Pipeline visualization
17hats
Nutshell
7.9
Customizable reports
17hats
Nutshell
8.6

Social CRM

17hats
Nutshell
7.8
Social data
17hats
Nutshell
7.6
Social engagement
17hats
Nutshell
8.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Nutshell

  • Customization - we are able to make Nutshell make the most sense for our company and processes
  • Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
  • Tags - allow us to prioritize leads and segment our customers and potential customers
  • Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
  • Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place
Jennifer Callaghan | TrustRadius Reviewer

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.
Erika Tebbens | TrustRadius Reviewer

Nutshell

  • SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
  • Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.
Laci Fitch | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 10.0
Based on 1 answer
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Dan Aylward | TrustRadius Reviewer

Usability

17hats

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.
Erika Tebbens | TrustRadius Reviewer

Nutshell

Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Dan Aylward | TrustRadius Reviewer

Support Rating

17hats

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.
Marli Espinales | TrustRadius Reviewer

Nutshell

Nutshell 9.5
Based on 2 answers
Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Jennifer Callaghan | TrustRadius Reviewer

Implementation Rating

17hats

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 8.0
Based on 1 answer
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

Nutshell

Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Gregory Palenschat | TrustRadius Reviewer

Return on Investment

17hats

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

Nutshell

  • Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
  • Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.
Phil Curtolo | TrustRadius Reviewer

Pricing Details

17hats

General

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

17hats Editions & Modules

Edition
Starting Price$45.001
  1. Per Month
Additional Pricing Details

Nutshell

General

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

Nutshell Editions & Modules

Edition
Starter$201
Pro$351
Pro+$701
  1. per user, per month
Additional Pricing Details

Rating Summary

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