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
3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 8 out of 100
Based on 3 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
Salesmate
Salesmate is an excellent pipeline tool and I've been very happy with making the switch from Pipedrive. The reporting tool is excellent when reviewing conversions, total sales, and average turn times per stage. I'm especially happy with the ability to download custom reports however I would like to also have the ability to do so with the pre-defined reporting.
Agency Principal
CityScape InsuranceInsurance, 1-10 employees
Feature Rating Comparison
Sales Force Automation
17hats
9.3
Salesmate
9.8
Customer data management / contact management
17hats
9.5
Salesmate
9.0
Workflow management
17hats
9.5
Salesmate
10.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Salesmate
10.0
Contract management
17hats
10.0
Salesmate
—
Quote & order management
17hats
10.0
Salesmate
—
Interaction tracking
17hats
8.0
Salesmate
10.0
Opportunity management
17hats
—
Salesmate
10.0
Customer Service & Support
17hats
8.0
Salesmate
—
Case management
17hats
8.0
Salesmate
—
Marketing Automation
17hats
8.0
Salesmate
8.0
Lead management
17hats
8.0
Salesmate
8.0
CRM Project Management
17hats
9.5
Salesmate
10.0
Task management
17hats
9.0
Salesmate
10.0
Billing and invoicing management
17hats
10.0
Salesmate
—
Reporting
17hats
—
Salesmate
10.0
Customization
17hats
9.5
Salesmate
9.5
Custom fields
17hats
9.0
Salesmate
10.0
Custom objects
17hats
10.0
Salesmate
—
API for custom integration
17hats
—
Salesmate
9.0
Security
17hats
9.5
Salesmate
10.0
Single sign-on capability
17hats
10.0
Salesmate
10.0
Role-based user permissions
17hats
9.0
Salesmate
10.0
Integrations with 3rd-party Software
17hats
8.0
Salesmate
9.0
Marketing automation
17hats
8.0
Salesmate
9.0
Platform
17hats
8.0
Salesmate
9.0
Mobile access
17hats
8.0
Salesmate
9.0
CRM Reporting & Analytics
17hats
—
Salesmate
9.0
Pipeline visualization
17hats
—
Salesmate
8.0
Customizable reports
17hats
—
Salesmate
10.0
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Salesmate
- Pipeline customization including custom fields
- Two way email integration & click to call feature
- Incredible customer service
- Always looking to improve the product
- Excellent price per user in comparison to some of the other tools available and other tools we've leveraged in the past.
Agency Principal
CityScape InsuranceInsurance, 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
Salesmate
- The ability to switch between deals directly from within the deal itself
- Load time could be improved however we have at any given time 180 + leads in the pipe
- Ability to separate user rights per pipeline, i.e. having two separate team pipelines and each team can only see their leads.
Agency Principal
CityScape InsuranceInsurance, 1-10 employees
Likelihood to Renew
17hats
No score
No answers yet
No answers on this topic
Salesmate
Salesmate 10.0
Based on 1 answer
Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
Agency Principal
CityScape InsuranceInsurance, 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
Salesmate
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
Salesmate
No score
No answers yet
No answers on this topic
Alternatives Considered
17hats
No answers on this topic
Salesmate
Salesmate has a lot of similar features and functionality but where I feel they differ the most is the customer service, new feature integration, and a team that actually wants to develop the perfect pipeline management tool. Not only are they more competitive on the overpricing structure but I'm confident we'll be able to continue scaling with Salesmate as we grow the team
Agency Principal
CityScape InsuranceInsurance, 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
Salesmate
- Making the switch to Salesmate has saved us a fair amount from our prior service where we had to pay for all the additional features we wanted, whereas Salesmate includes it right out the gate.
- By utilizing this tool we're able to stay on top of the sales cycle and overall lead flow which directly impacts our bottom line.
- In terms of ROI if you work the system and utilize the tool as it should then you will make sales.
Agency Principal
CityScape InsuranceInsurance, 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
—Salesmate
General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
—Entry-level set up fee?
Optional
Salesmate Editions & Modules
—