17hats vs RedHorse 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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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.

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Randy Tucker

President / CTO

TeamAutomationInformation Technology and Services, 1-10 employees

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Feature Rating Comparison

17hats

RedHorse 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

17hats

RedHorse CRM

Case management

Call center management

Help desk management

17hats

RedHorse CRM

Lead management

Email marketing

17hats

RedHorse CRM

Task management

Billing and invoicing management

Reporting

17hats

RedHorse CRM

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

RedHorse CRM

Single sign-on capability

Role-based user permissions

17hats

RedHorse CRM

Marketing automation

Compensation management

17hats

RedHorse CRM

Mobile access

17hats

RedHorse CRM

Forecasting

Pipeline visualization

Customizable reports

17hats

RedHorse 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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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.

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Randy Tucker

President / CTO

TeamAutomationInformation Technology and Services, 1-10 employees

View all 1 answers on this topic

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

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.

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Randy Tucker

President / CTO

TeamAutomationInformation Technology and Services, 1-10 employees

View all 1 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

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.

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Randy Tucker

President / CTO

TeamAutomationInformation Technology and Services, 1-10 employees

View all 1 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

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.

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Randy Tucker

President / CTO

TeamAutomationInformation Technology and Services, 1-10 employees

View all 1 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

$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

Additional Pricing Details

Each edition is available as a perpetual license.

Rating Summary

17hats

RedHorse CRM

17hats

RedHorse CRM

17hats

RedHorse CRM

Likelihood to Recommend

17hats

RedHorse 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

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

RedHorse CRM

Cons

17hats

RedHorse CRM

Usability

17hats

RedHorse CRM

Support Rating

17hats

RedHorse CRM

Alternatives Considered

17hats

RedHorse CRM

Return on Investment

17hats

RedHorse CRM

Screenshots

17hats

RedHorse 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?

RedHorse CRM Editions & Modules

Edition

Additional Pricing Details

Rating Summary

Add comparison