What users are saying about
1 Ratings
2 Ratings
1 Ratings
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Score 9 out of 100
2 Ratings
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Score 7 out of 100

Likelihood to Recommend

17hats

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.
Marli Espinales | TrustRadius Reviewer

PlanPlus

PlanPlus Online is great to split regional sales activities. PlanPlus Online is great in office environments but difficult to use on the road.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
PlanPlus
7.2
Customer data management / contact management
17hats
9.0
PlanPlus
8.0
Workflow management
17hats
9.0
PlanPlus
7.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
PlanPlus
6.0
Contract management
17hats
10.0
PlanPlus
7.0
Quote & order management
17hats
10.0
PlanPlus
7.0
Interaction tracking
17hats
8.0
PlanPlus
7.0
Territory management
17hats
PlanPlus
9.0
Opportunity management
17hats
PlanPlus
6.0
Channel / partner relationship management
17hats
PlanPlus
8.0

Customer Service & Support

17hats
8.0
PlanPlus
7.0
Case management
17hats
8.0
PlanPlus
7.0
Call center management
17hats
PlanPlus
8.0
Help desk management
17hats
PlanPlus
6.0

Marketing Automation

17hats
8.0
PlanPlus
6.5
Lead management
17hats
8.0
PlanPlus
6.0
Email marketing
17hats
PlanPlus
7.0

CRM Project Management

17hats
9.5
PlanPlus
6.7
Task management
17hats
9.0
PlanPlus
6.0
Billing and invoicing management
17hats
10.0
PlanPlus
7.0
Reporting
17hats
PlanPlus
7.0

Customization

17hats
8.0
PlanPlus
7.3
Custom fields
17hats
8.0
PlanPlus
7.0
Custom objects
17hats
PlanPlus
7.0
Scripting environment
17hats
PlanPlus
8.0
API for custom integration
17hats
PlanPlus
7.0

Security

17hats
9.5
PlanPlus
7.0
Single sign-on capability
17hats
10.0
PlanPlus
6.0
Role-based user permissions
17hats
9.0
PlanPlus
8.0

Integrations with 3rd-party Software

17hats
8.0
PlanPlus
7.0
Marketing automation
17hats
8.0
PlanPlus
7.0
Compensation management
17hats
PlanPlus
7.0

Platform

17hats
8.0
PlanPlus
6.0
Mobile access
17hats
8.0
PlanPlus
6.0

CRM Reporting & Analytics

17hats
PlanPlus
7.4
Forecasting
17hats
PlanPlus
8.0
Pipeline visualization
17hats
PlanPlus
7.0
Customizable reports
17hats
PlanPlus
7.0

Social CRM

17hats
PlanPlus
7.0
Social data
17hats
PlanPlus
7.0
Social engagement
17hats
PlanPlus
7.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

PlanPlus

  • Drip marketing
  • Great customer service, Heather and Danielle were phenomenal!
  • Relatively easy to use, learn and personalize.
Jim Grauel, Jr. | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

PlanPlus

  • The synching did not always work well, especially for people on the road in remote areas.
  • Offline handling needs to be easier and faster.
  • Very complex CRM.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Support Rating

17hats

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.
Marli Espinales | TrustRadius Reviewer

PlanPlus

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

PlanPlus

Initially went with PlanPlus Online due to cost and ease of getting started, plus the team was extremely accessible. Once we grew and saw the value of the CRM we switched the whole company over to Salesforce so we could integrate all of our systems into one.
Jim Grauel, Jr. | TrustRadius Reviewer

Return on Investment

17hats

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

PlanPlus

  • Good ROI on our international team.
  • Very good to track records and faster sales success when discipline is followed.
Ulrich (Uli) Nielen | 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

Additional Pricing Details

PlanPlus

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$1,500*

* Up to 12 hours of Account Configuration Assistance Setup Include: Provision accounts and licenses (1hr), Kick-off Call (1 hr), and 10 additional hours of account configuration assistance to be used toward the following items, as needed by customers internal administrator: User Setup, Record Access, & Personal Preferences; Data Migration; Custom Fields & Page Layouts; Web-forms & Surveys; Views & Reports; Standard Sales Processes; Project Templates. Exact accomplishments may vary from this list based on Administrator's skills and requirements.

PlanPlus Editions & Modules

Edition
PlanPlus Online Planner Edition$69.991
PlanPlus Online Professional Edition$34.992
PlanPlus Online Business Edition$199.993
  1. Per/Year
  2. Per User per Month
  3. per 5 users/per month
Additional Pricing Details

Rating Summary

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