17hats vs PlanPlus | TrustRadius

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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PlanPlus Online is great to split regional sales activities. PlanPlus Online is great in office environments but difficult to use on the road.

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Ulrich (Uli) Nielen

Managing Partner & Business Owner

TNA Aviation TechnologiesAviation & Aerospace, 1-10 employees

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Feature Rating Comparison

17hats

PlanPlus

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

PlanPlus

Case management

Call center management

Help desk management

17hats

PlanPlus

Lead management

Email marketing

17hats

PlanPlus

Task management

Billing and invoicing management

Reporting

17hats

PlanPlus

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

PlanPlus

Single sign-on capability

Role-based user permissions

17hats

PlanPlus

Marketing automation

Compensation management

17hats

PlanPlus

Mobile access

17hats

PlanPlus

Forecasting

Pipeline visualization

Customizable reports

17hats

PlanPlus

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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Drip marketing
Great customer service, Heather and Danielle were phenomenal!
Relatively easy to use, learn and personalize.

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Jim Grauel, Jr.

Vice President of Sales and Marketing

California Long Term Care Insurance Services/Northstar NetworkInsurance, 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

View all 2 answers on this topic

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.

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Ulrich (Uli) Nielen

Managing Partner & Business Owner

TNA Aviation TechnologiesAviation & Aerospace, 1-10 employees

View all 2 answers on this topic

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

View all 1 answers on this topic

No score

No answers yet

No answers on this topic

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

View all 2 answers on this topic

No score

No answers yet

No answers on this topic

Alternatives Considered

No answers on this topic

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.

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Jim Grauel, Jr.

Vice President of Sales and Marketing

California Long Term Care Insurance Services/Northstar NetworkInsurance, 1-10 employees

View all 2 answers on this topic

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

Good ROI on our international team.
Very good to track records and faster sales success when discipline is followed.

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Ulrich (Uli) Nielen

Managing Partner & Business Owner

TNA Aviation TechnologiesAviation & Aerospace, 1-10 employees

View all 2 answers on this topic

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

—

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

Additional Pricing Details

—

Rating Summary

17hats

PlanPlus

17hats

PlanPlus

17hats

PlanPlus

Likelihood to Recommend

17hats

PlanPlus

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

PlanPlus

Cons

17hats

PlanPlus

Usability

17hats

PlanPlus

Support Rating

17hats

PlanPlus

Alternatives Considered

17hats

PlanPlus

Return on Investment

17hats

PlanPlus

Screenshots

17hats

PlanPlus

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?

PlanPlus Editions & Modules

Edition

Additional Pricing Details

Rating Summary

Add comparison