What users are saying about
3 Ratings
14 Ratings
3 Ratings
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Score 9.6 out of 100
14 Ratings
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Score 7 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

PipelineDeals

If you have a small business where you are trying to keep things simple, then PipelineDeals is a perfect fit. Once you get to where you are wanting to tie your marketing efforts and create marketing campaigns that are tied to leads, it starts to miss the mark
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.3
PipelineDeals
6.9
Customer data management / contact management
17hats
9.5
PipelineDeals
8.0
Workflow management
17hats
9.5
PipelineDeals
8.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
PipelineDeals
4.0
Contract management
17hats
10.0
PipelineDeals
5.0
Quote & order management
17hats
10.0
PipelineDeals
6.0
Interaction tracking
17hats
8.0
PipelineDeals
9.0
Territory management
17hats
PipelineDeals
7.0
Opportunity management
17hats
PipelineDeals
8.0
Channel / partner relationship management
17hats
PipelineDeals
7.0

Customer Service & Support

17hats
8.0
PipelineDeals
7.8
Case management
17hats
8.0
PipelineDeals
7.0
Call center management
17hats
PipelineDeals
8.2
Help desk management
17hats
PipelineDeals
8.2

Marketing Automation

17hats
8.0
PipelineDeals
5.0
Lead management
17hats
8.0
PipelineDeals
8.0
Email marketing
17hats
PipelineDeals
2.0

CRM Project Management

17hats
9.5
PipelineDeals
4.5
Task management
17hats
9.0
PipelineDeals
3.0
Billing and invoicing management
17hats
10.0
PipelineDeals
5.5
Reporting
17hats
PipelineDeals
5.0

Customization

17hats
9.5
PipelineDeals
9.5
Custom fields
17hats
9.0
PipelineDeals
10.0
Custom objects
17hats
10.0
PipelineDeals
10.0
Scripting environment
17hats
PipelineDeals
8.2
API for custom integration
17hats
PipelineDeals
10.0

Security

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

Integrations with 3rd-party Software

17hats
8.0
PipelineDeals
4.6
Marketing automation
17hats
8.0
PipelineDeals
2.0
Compensation management
17hats
PipelineDeals
7.3

Platform

17hats
8.0
PipelineDeals
8.0
Mobile access
17hats
8.0
PipelineDeals
8.0

CRM Reporting & Analytics

17hats
PipelineDeals
6.7
Forecasting
17hats
PipelineDeals
8.0
Pipeline visualization
17hats
PipelineDeals
5.0
Customizable reports
17hats
PipelineDeals
7.0

Social CRM

17hats
PipelineDeals
8.1
Social data
17hats
PipelineDeals
8.1
Social engagement
17hats
PipelineDeals
8.2

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

PipelineDeals

  • Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
  • Reporting: We were able to setup all types of reporting and tracking.
  • Ease of Use: While the platform was powerful, it was always easy to use.
Jason Montoya | 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

PipelineDeals

  • I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

PipelineDeals

PipelineDeals 7.0
Based on 1 answer
If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew
Brian Welk | 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

PipelineDeals

PipelineDeals 9.0
Based on 1 answer
The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer
Anonymous | 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

PipelineDeals

PipelineDeals 8.0
Based on 1 answer
Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.
Anonymous | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

PipelineDeals

The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.
Jeffrey Schneider | TrustRadius Reviewer

Return on Investment

17hats

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

PipelineDeals

  • Has made us understand sales tactics that are working
  • Easily create forecasting on growth in multiple categories
  • Understand our process and what we need to improve on in closing deals
Jeffrey Schneider | 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

PipelineDeals

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

PipelineDeals Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.5
PipelineDeals
7.0

Likelihood to Renew

17hats
PipelineDeals
7.0

Usability

17hats
9.0
PipelineDeals
9.0

Support Rating

17hats
8.0
PipelineDeals
8.0

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