17hats vs Pipeliner CRM

Likelihood to Recommend

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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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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.

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Babette Ten Haken

Founder & President

Sales Aerobics for Engineers(R), LLCProfessional Training & Coaching, 1-10 employees

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Feature Rating Comparison

17hats

Pipeliner CRM

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

Pipeliner CRM

Case management

Call center management

Help desk management

17hats

Pipeliner CRM

Lead management

Email marketing

17hats

Pipeliner CRM

Task management

Billing and invoicing management

Reporting

17hats

Pipeliner CRM

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Pipeliner CRM

Single sign-on capability

Role-based user permissions

17hats

Pipeliner CRM

Marketing automation

Compensation management

17hats

Pipeliner CRM

Mobile access

17hats

Pipeliner CRM

Forecasting

Pipeline visualization

Customizable reports

17hats

Pipeliner CRM

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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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

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Gary Perkins

Director

CRM Cloud LimitedInformation Technology and Services, 1-10 employees

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Cons

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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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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.

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Simon Tarh

Chief Operating Officer

HIKLASS BRAND AND ADVERTISING AGENCYMarketing & Advertising, 1-10 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

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.

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Paulo Castello

CEO & Fundador

Fhinck - Business SolutionsInformation Technology and Services, 1-10 employees

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Usability

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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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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

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Verified User

Employee in Other

Accounting Company, 1-10 employees

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Support Rating

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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Mfundo Ntsodo

Sales Consultant

Structured Risk SolutionsInsurance, 11-50 employees

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Alternatives Considered

No answers on this topic

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.

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Falodun Adewumi

Senior Key Account Manager

DiGiSPICE AfricaTelecommunications, 51-200 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 2 answers on this topic

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.

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Randy Tucker

President / CTO

TeamAutomationInformation Technology and Services, 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

Edition

Starting Price	$45.00¹

Per Month

Additional Pricing Details

—

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

Per User per Month
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

Per user, per month

Additional Pricing Details

—

Rating Summary

17hats

Pipeliner CRM

17hats

Pipeliner CRM

17hats

Pipeliner CRM

17hats

Pipeliner CRM

Likelihood to Recommend

17hats

Pipeliner CRM

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

Compensation management

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Social data

Social engagement

Pros

17hats

Pipeliner CRM

Cons

17hats

Pipeliner CRM

Likelihood to Renew

17hats

Pipeliner CRM

Usability

17hats

Pipeliner CRM

Support Rating

17hats

Pipeliner CRM

Alternatives Considered

17hats

Pipeliner CRM

Return on Investment

17hats

Pipeliner CRM

Screenshots

17hats

Pipeliner CRM

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

17hats Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Pipeliner CRM Editions & Modules

On-premise Edition

SaaS Edition

Additional Pricing Details

Rating Summary

Add comparison