What users are saying about
4 Ratings
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Score 8.9 out of 100
32 Ratings
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Score 8.5 out of 100

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.
Erika Tebbens | TrustRadius Reviewer

SalesforceIQ CRM (Discontinued)

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.4
SalesforceIQ CRM (Discontinued)
9.1
Customer data management / contact management
17hats
9.7
SalesforceIQ CRM (Discontinued)
9.0
Workflow management
17hats
9.7
SalesforceIQ CRM (Discontinued)
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
SalesforceIQ CRM (Discontinued)
9.5
Contract management
17hats
10.0
SalesforceIQ CRM (Discontinued)
Quote & order management
17hats
10.0
SalesforceIQ CRM (Discontinued)
9.0
Interaction tracking
17hats
8.0
SalesforceIQ CRM (Discontinued)
9.5
Territory management
17hats
SalesforceIQ CRM (Discontinued)
9.5
Opportunity management
17hats
SalesforceIQ CRM (Discontinued)
8.0
Channel / partner relationship management
17hats
SalesforceIQ CRM (Discontinued)
9.0

Customer Service & Support

17hats
8.0
SalesforceIQ CRM (Discontinued)
Case management
17hats
8.0
SalesforceIQ CRM (Discontinued)

Marketing Automation

17hats
8.0
SalesforceIQ CRM (Discontinued)
7.4
Lead management
17hats
8.0
SalesforceIQ CRM (Discontinued)
7.4

CRM Project Management

17hats
9.5
SalesforceIQ CRM (Discontinued)
9.0
Task management
17hats
9.0
SalesforceIQ CRM (Discontinued)
9.0
Billing and invoicing management
17hats
10.0
SalesforceIQ CRM (Discontinued)
9.0
Reporting
17hats
SalesforceIQ CRM (Discontinued)
9.0

Customization

17hats
9.7
SalesforceIQ CRM (Discontinued)
9.1
Custom fields
17hats
9.4
SalesforceIQ CRM (Discontinued)
9.5
Custom objects
17hats
10.0
SalesforceIQ CRM (Discontinued)
9.0
Scripting environment
17hats
SalesforceIQ CRM (Discontinued)
9.0
API for custom integration
17hats
SalesforceIQ CRM (Discontinued)
9.0

Security

17hats
9.5
SalesforceIQ CRM (Discontinued)
9.3
Single sign-on capability
17hats
10.0
SalesforceIQ CRM (Discontinued)
9.5
Role-based user permissions
17hats
9.0
SalesforceIQ CRM (Discontinued)
9.0

Integrations with 3rd-party Software

17hats
8.0
SalesforceIQ CRM (Discontinued)
9.0
Marketing automation
17hats
8.0
SalesforceIQ CRM (Discontinued)
9.0
Compensation management
17hats
SalesforceIQ CRM (Discontinued)
9.0

Platform

17hats
8.0
SalesforceIQ CRM (Discontinued)
9.5
Mobile access
17hats
8.0
SalesforceIQ CRM (Discontinued)
9.5

CRM Reporting & Analytics

17hats
SalesforceIQ CRM (Discontinued)
9.0
Forecasting
17hats
SalesforceIQ CRM (Discontinued)
9.0
Pipeline visualization
17hats
SalesforceIQ CRM (Discontinued)
9.0
Customizable reports
17hats
SalesforceIQ CRM (Discontinued)
9.0

Social CRM

17hats
SalesforceIQ CRM (Discontinued)
9.0
Social engagement
17hats
SalesforceIQ CRM (Discontinued)
9.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

SalesforceIQ CRM (Discontinued)

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Anonymous | TrustRadius Reviewer

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.
Erika Tebbens | TrustRadius Reviewer

SalesforceIQ CRM (Discontinued)

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr | TrustRadius Reviewer

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.
Erika Tebbens | TrustRadius Reviewer

SalesforceIQ CRM (Discontinued)

No score
No answers yet
No answers on this topic

Support Rating

17hats

17hats 8.0
Based on 3 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.
Marli Espinales | TrustRadius Reviewer

SalesforceIQ CRM (Discontinued)

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

SalesforceIQ CRM (Discontinued)

We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr | TrustRadius Reviewer

Return on Investment

17hats

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

SalesforceIQ CRM (Discontinued)

  • Not budget friendly for smaller start-ups.
Anonymous | TrustRadius Reviewer

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
  1. Per Month
Additional Pricing Details

SalesforceIQ CRM (Discontinued)

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

SalesforceIQ CRM (Discontinued) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.7
SalesforceIQ CRM (Discontinued)
9.5

Usability

17hats
9.0
SalesforceIQ CRM (Discontinued)

Support Rating

17hats
8.0
SalesforceIQ CRM (Discontinued)

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