17hats vs OnePageCRM | 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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OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.

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Verified User

Executive in Sales

Marketing and Advertising Company, 11-50 employees

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Feature Rating Comparison

17hats

OnePageCRM

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

OnePageCRM

Case management

Call center management

Help desk management

17hats

OnePageCRM

Lead management

Email marketing

17hats

OnePageCRM

Task management

Billing and invoicing management

Reporting

17hats

OnePageCRM

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

OnePageCRM

Single sign-on capability

Role-based user permissions

17hats

OnePageCRM

Marketing automation

17hats

OnePageCRM

Mobile access

17hats

OnePageCRM

Forecasting

Pipeline visualization

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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It uses a split screen: one half is your action stream, the other is for a selected contact. This is really helpful.
You can do mass actions-- like rescheduling a group of actions for another day.
"Tags" are a handy feature... it's sophisticated enough to trigger automated follow-ups in our mail service, Klaviyo

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Bill Cummings

Director of Customer Service

EVELO Electric BicyclesSports, 11-50 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 ability to interface with all or many VoIP services would be top of my priority list
Skype is not a favourite of mine, but Google hangouts is which is now included with OnePageCRM
The ability to create email templates would be good. I have a separate app for that, but it would be good to have it on board

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Nigel Heaton

Head of Sales

Cleverprofiles.comInformation Services, 1-10 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

We use all these software for task management and email marketing. OnePage doesn't send out mass emails and we needed a more robust task management system, so we use SharpSpring and Asana as well.

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Verified User

Manager in Sales

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

View all 1 answers on this topic

OnePage has helped with time efficiency for the sales team. Because OnePage is so easy to use and manage, our sales team can spend more time selling and less time working with the system.
OnePage is great for organization. It helps us track our daily schedules/tasks and shows all communication clearly in one place.

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Verified User

Executive in Sales

Marketing and Advertising Company, 11-50 employees

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Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

—

Rating Summary

17hats

OnePageCRM

17hats

OnePageCRM

Likelihood to Recommend

17hats

OnePageCRM

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

Help desk 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

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Pros

17hats

OnePageCRM

Cons

17hats

OnePageCRM

Support Rating

17hats

OnePageCRM

Alternatives Considered

17hats

OnePageCRM

Return on Investment

17hats

OnePageCRM

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Rating Summary

Add comparison