3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9.6 out of 100
Based on 3 reviews and ratings
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 7 out of 100
Based on 2 reviews and ratings
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
PlanPlus
PlanPlus Online is great to split regional sales activities. PlanPlus Online is great in office environments but difficult to use on the road.
Managing Partner & Business Owner
TNA Aviation TechnologiesAviation & Aerospace, 1-10 employees
Feature Rating Comparison
Sales Force Automation
17hats
9.3
PlanPlus
7.2
Customer data management / contact management
17hats
9.5
PlanPlus
8.0
Workflow management
17hats
9.5
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
9.5
PlanPlus
7.3
Custom fields
17hats
9.0
PlanPlus
7.0
Custom objects
17hats
10.0
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
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
PlanPlus
- Drip marketing
- Great customer service, Heather and Danielle were phenomenal!
- Relatively easy to use, learn and personalize.
Vice President of Sales and Marketing
California Long Term Care Insurance Services/Northstar NetworkInsurance, 1-10 employees
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
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.
Managing Partner & Business Owner
TNA Aviation TechnologiesAviation & Aerospace, 1-10 employees
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
PlanPlus
No score
No answers yet
No answers on this topic
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.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.
Vice President of Sales and Marketing
California Long Term Care Insurance Services/Northstar NetworkInsurance, 1-10 employees
Return on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
PlanPlus
- Good ROI on our international team.
- Very good to track records and faster sales success when discipline is followed.
Managing Partner & Business Owner
TNA Aviation TechnologiesAviation & Aerospace, 1-10 employees
Screenshots
17hats
—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 |
---|
- Per Month
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 |
- Per/Year
- Per User per Month
- per 5 users/per month