What users are saying about
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 7.2 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
RedHorse CRM
RedHorse CRM is not well suited for organizations that need full web access. It is not currently a SaaS application but can be used with Amazon and similar hosted servers.
President / CTO
TeamAutomationInformation Technology and Services, 1-10 employees
Feature Rating Comparison
Sales Force Automation
17hats
9.3
RedHorse CRM
9.1
Customer data management / contact management
17hats
9.5
RedHorse CRM
9.1
Workflow management
17hats
9.5
RedHorse CRM
9.1
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
RedHorse CRM
9.1
Contract management
17hats
10.0
RedHorse CRM
9.1
Quote & order management
17hats
10.0
RedHorse CRM
9.1
Interaction tracking
17hats
8.0
RedHorse CRM
9.1
Territory management
17hats
—
RedHorse CRM
9.1
Opportunity management
17hats
—
RedHorse CRM
9.1
Customer Service & Support
17hats
8.0
RedHorse CRM
8.2
Case management
17hats
8.0
RedHorse CRM
9.1
Call center management
17hats
—
RedHorse CRM
6.4
Help desk management
17hats
—
RedHorse CRM
9.1
Marketing Automation
17hats
8.0
RedHorse CRM
8.6
Lead management
17hats
8.0
RedHorse CRM
8.2
Email marketing
17hats
—
RedHorse CRM
9.1
CRM Project Management
17hats
9.5
RedHorse CRM
9.1
Task management
17hats
9.0
RedHorse CRM
9.1
Billing and invoicing management
17hats
10.0
RedHorse CRM
9.1
Reporting
17hats
—
RedHorse CRM
9.1
Customization
17hats
9.5
RedHorse CRM
8.6
Custom fields
17hats
9.0
RedHorse CRM
9.1
Custom objects
17hats
10.0
RedHorse CRM
9.1
Scripting environment
17hats
—
RedHorse CRM
9.1
API for custom integration
17hats
—
RedHorse CRM
7.3
Security
17hats
9.5
RedHorse CRM
9.1
Single sign-on capability
17hats
10.0
RedHorse CRM
—
Role-based user permissions
17hats
9.0
RedHorse CRM
9.1
Integrations with 3rd-party Software
17hats
8.0
RedHorse CRM
6.8
Marketing automation
17hats
8.0
RedHorse CRM
9.1
Compensation management
17hats
—
RedHorse CRM
4.5
Platform
17hats
8.0
RedHorse CRM
7.3
Mobile access
17hats
8.0
RedHorse CRM
7.3
CRM Reporting & Analytics
17hats
—
RedHorse CRM
7.3
Forecasting
17hats
—
RedHorse CRM
8.2
Pipeline visualization
17hats
—
RedHorse CRM
4.5
Customizable reports
17hats
—
RedHorse CRM
9.1
Social CRM
17hats
—
RedHorse CRM
6.4
Social data
17hats
—
RedHorse CRM
6.4
Social engagement
17hats
—
RedHorse CRM
6.4
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
RedHorse CRM
- Customer information management - retain complete information about the client, their company, social media conversations, product ownership and so on.
- Sales process drive and automation - integrates with Constant Contact to provide marketing support for your sales team.
- Customer support (Ticketing) - complete time and technology management. Know how many issues are arising and the response time to solutions. Create knowledge base as issues are resolved.
- Integration to QuickBooks - Connects directly to QuickBooks in a manner that is solid and easy to use while maintaining security. Your sales and support team sees just what they need to see.
President / CTO
TeamAutomationInformation Technology and Services, 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
RedHorse CRM
- Really RedHorse is so full featured that it has few areas that need improvement. One feature that is not present but will be addressed in the future is true SaaS implementations.
President / CTO
TeamAutomationInformation Technology and Services, 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
RedHorse CRM
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
RedHorse CRM
No score
No answers yet
No answers on this topic
Alternatives Considered
17hats
No answers on this topic
RedHorse CRM
As a CRM systems provider for 25+ years we have worked with a number of CRM products but so far none have the complete feature set like RedHorse. Salesforce.com gets very expensive for clients very quickly even though it is a good product. MS Dynamics CRM is a reasonable system but is very complex and expensive to maintain and/or customize.RedHorse provides the best of both along with the ease of use and non-complex customization.
President / CTO
TeamAutomationInformation Technology and Services, 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
RedHorse CRM
- RedHorse allows our team to focus on producing results for clients in a prompt and accurate manner.
- Information is always available and the system is quick so our team and our clients appreciate the application.
- Quoting a client is a breeze and the system is flexible.
President / CTO
TeamAutomationInformation Technology and Services, 1-10 employees
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 |
---|
- Per Month
Additional Pricing Details
—RedHorse CRM
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$895*
* per 5 users
RedHorse CRM Editions & Modules
Edition
RedHorse CRM Complete Edition | $441 |
---|---|
RedHorse CRM Essential Edition | $291 |
RedHorse CRM Core Edition | $91 |
RedHorse Mobile | $101 |
- Per Seat per Month