17hats vs Nutshell | TrustRadius

Likelihood to Recommend

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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Catherine Corass

Lead GEN 2 /Business Development Specialist

Candidate Sourcing GroupStaffing and Recruiting, 1-10 employees

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Feature Rating Comparison

17hats

Nutshell

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

Nutshell

Case management

Call center management

17hats

Nutshell

Lead management

Email marketing

17hats

Nutshell

Task management

Billing and invoicing management

Reporting

17hats

Nutshell

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Nutshell

Single sign-on capability

Role-based user permissions

17hats

Nutshell

Marketing automation

Compensation management

17hats

Nutshell

Mobile access

17hats

Nutshell

Forecasting

Pipeline visualization

Customizable reports

17hats

Nutshell

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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Viewing the Leads list is great. Viewing it as a list, or in a visual format on a Board is very helpful. The filters are also awesome for creating custom views into your Leads and only focusing on specific segments at a time.
Nutshell makes it very easy to reach out to contacts on a regular basis. With reminders, scheduling, and email templates, it's truly a piece of cake to make this all happen.
Nutshell's mobile app is also very nice. It doesn't allow you to do everything, but walking to work every day, I'm able to see at a single glance what needs to get done, and also to make phone calls and outreach with just a click.

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Andrew Bank

CEO - Strategy, Product Management, and Business Development

i2B StrategiesManagement Consulting, 1-10 employees

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Cons

Cheaper credit card charges
Ability to tweak their questionnaires a bit more

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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The integration with Google Calendar is great, but every now and then I'll end up with duplicate entries.
Advanced searching is available, but doesn't always provide 100% accurate results.

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Phil Curtolo

Director of Sales

Software Consulting ServicesComputer Software, 11-50 employees

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Support Rating

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.

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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

I have only used Nutshell CRM.

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Verified User

Employee in Marketing

Marketing and Advertising Company, 11-50 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

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We feel that we are more efficient using this CRM than we have been with others. It is quick and simple to use, and the BCC email feature means that we can easily capture communications whether from a phone or desktop.
We still need to find a way to manage contracts (not contacts, contRacts). Heavier CRMs have this capability, but it isn't present here. This is a tool for the sales process, but it would be nice to have more customer-retention capabilities.

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Michael Burnham

President

Panatrack, Inc.Computer Software, 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

—

Additional Pricing Details

—

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

per user, per month

Additional Pricing Details

—

Rating Summary

17hats

Nutshell

17hats

Nutshell

Likelihood to Recommend

17hats

Nutshell

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

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

Nutshell

Cons

17hats

Nutshell

Support Rating

17hats

Nutshell

Alternatives Considered

17hats

Nutshell

Return on Investment

17hats

Nutshell

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

17hats Editions & Modules

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Nutshell Editions & Modules

Edition

Additional Pricing Details

Rating Summary

Add comparison