What users are saying about
3 Ratings
17 Ratings
3 Ratings
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Score 9.6 out of 100
17 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

Pipeliner CRM

Pipeliner CRM is amazingly flexible to your business model. For example, in addition to tracking movement of leads through your sales pipeline, Pipeliner CRM can be used to track internal processes, like RFQ and RFPs through your organization. It's highly adaptable across your organization.
Babette Ten Haken | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.3
Pipeliner CRM
8.8
Customer data management / contact management
17hats
9.5
Pipeliner CRM
8.9
Workflow management
17hats
9.5
Pipeliner CRM
8.3
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Pipeliner CRM
8.7
Contract management
17hats
10.0
Pipeliner CRM
8.3
Quote & order management
17hats
10.0
Pipeliner CRM
9.6
Interaction tracking
17hats
8.0
Pipeliner CRM
8.3
Territory management
17hats
Pipeliner CRM
8.6
Opportunity management
17hats
Pipeliner CRM
9.2
Channel / partner relationship management
17hats
Pipeliner CRM
9.1

Customer Service & Support

17hats
8.0
Pipeliner CRM
9.3
Case management
17hats
8.0
Pipeliner CRM
9.1
Call center management
17hats
Pipeliner CRM
9.1
Help desk management
17hats
Pipeliner CRM
9.6

Marketing Automation

17hats
8.0
Pipeliner CRM
8.3
Lead management
17hats
8.0
Pipeliner CRM
8.3
Email marketing
17hats
Pipeliner CRM
8.2

CRM Project Management

17hats
9.5
Pipeliner CRM
8.8
Task management
17hats
9.0
Pipeliner CRM
8.3
Billing and invoicing management
17hats
10.0
Pipeliner CRM
9.1
Reporting
17hats
Pipeliner CRM
9.0

Customization

17hats
9.5
Pipeliner CRM
8.7
Custom fields
17hats
9.0
Pipeliner CRM
8.9
Custom objects
17hats
10.0
Pipeliner CRM
8.5
Scripting environment
17hats
Pipeliner CRM
9.1
API for custom integration
17hats
Pipeliner CRM
8.4

Security

17hats
9.5
Pipeliner CRM
8.6
Single sign-on capability
17hats
10.0
Pipeliner CRM
8.7
Role-based user permissions
17hats
9.0
Pipeliner CRM
8.6

Integrations with 3rd-party Software

17hats
8.0
Pipeliner CRM
8.9
Marketing automation
17hats
8.0
Pipeliner CRM
8.6
Compensation management
17hats
Pipeliner CRM
9.1

Platform

17hats
8.0
Pipeliner CRM
9.1
Mobile access
17hats
8.0
Pipeliner CRM
9.1

CRM Reporting & Analytics

17hats
Pipeliner CRM
9.0
Forecasting
17hats
Pipeliner CRM
9.0
Pipeline visualization
17hats
Pipeliner CRM
9.2
Customizable reports
17hats
Pipeliner CRM
8.8

Social CRM

17hats
Pipeliner CRM
8.4
Social data
17hats
Pipeliner CRM
8.3
Social engagement
17hats
Pipeliner CRM
8.5

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Pipeliner CRM

  • Clear and easy visualisation of Sales Process
  • Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
  • Reporting into pivot table is also easy and very useful
  • Mobile app has always been very good and easy to use since 2015
Gary Perkins | 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

Pipeliner CRM

  • Pipeliner CRM needs to create a video chat room where you can see exactly where your employee is working in the field.
  • Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.
Simon Tarh | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

Pipeliner CRM

Pipeliner CRM 9.1
Based on 1 answer
Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.
Paulo Castello | 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

Pipeliner CRM

Pipeliner CRM 9.6
Based on 2 answers
Because its the most user-friendly interface with uniform navigation learn once use everywhere as well as its useful since it increases collaboration through built-in messaging tools such as integrations to mailing platforms like Gmail and outlook not only that but also to accounting tools such as Quick-books but also marketing and project management
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

Pipeliner CRM

Pipeliner CRM 9.6
Based on 2 answers
Pipeliner has the most supporting tools ever that you can access within the software to help you to get used to the system. Pippeliner also provide support help incase you need to ask someone about the problem you encounter while using the software and also documents that can help you understand the software better.
Mfundo Ntsodo | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

Pipeliner CRM

Pipeliner CRM has robust data entry functionality which is a panacea to exquisite output. On Pipeliner, customization and data viewing options are possible. We can choose the way we view data and information on the platform. Reporting is also easier and flexible because we can retrieve any report of any salesperson with or without the presence of the salesperson in question.
Falodun Adewumi | TrustRadius Reviewer

Return on Investment

17hats

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

Pipeliner CRM

  • As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
  • The visual tools allow those "no good deals" to be spotted and resource usage limited.
  • A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.
Randy Tucker | TrustRadius Reviewer

Screenshots

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

Pipeliner CRM

General

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

Pipeliner CRM Editions & Modules

On-premise Edition
BUSINESS - Full CRM functionality, customization and unique productivity features$65.001
Business STARTER - Basic sales management, tracking and collaboration$35.001
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services$85.002
  1. Per User per Month
  2. Per User per month
SaaS Edition
Essentials - Basic sales management, tracking and collaboration$35.001
Professional - Full CRM functionality, customization and unique productivity features$65.001
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services$85.001
  1. Per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.5
Pipeliner CRM
8.5

Likelihood to Renew

17hats
Pipeliner CRM
9.1

Usability

17hats
9.0
Pipeliner CRM
9.6

Support Rating

17hats
8.0
Pipeliner CRM
9.6

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