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
34 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 34 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
SalesOutlook
It is good for situations where you are emailing with clients about pertinent information that needs to be included in the SalesForce account for that client. It is much easier than having to copy and paste. It is not as appropriate for attachments because you cannot attach PDFs etc., to the SalesForce account page from Outlook.

Verified User
Account Manager in Sales
Legal Services Company, 11-50 employeesFeature Rating Comparison
Sales Force Automation
17hats
9.3
SalesOutlook
7.0
Customer data management / contact management
17hats
9.5
SalesOutlook
7.0
Workflow management
17hats
9.5
SalesOutlook
7.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
SalesOutlook
9.0
Contract management
17hats
10.0
SalesOutlook
9.0
Quote & order management
17hats
10.0
SalesOutlook
5.0
Interaction tracking
17hats
8.0
SalesOutlook
9.0
Territory management
17hats
—
SalesOutlook
5.0
Opportunity management
17hats
—
SalesOutlook
5.0
Channel / partner relationship management
17hats
—
SalesOutlook
7.0
Customer Service & Support
17hats
8.0
SalesOutlook
8.0
Case management
17hats
8.0
SalesOutlook
8.0
Marketing Automation
17hats
8.0
SalesOutlook
5.5
Lead management
17hats
8.0
SalesOutlook
5.0
Email marketing
17hats
—
SalesOutlook
6.0
CRM Project Management
17hats
9.5
SalesOutlook
9.0
Task management
17hats
9.0
SalesOutlook
9.0
Billing and invoicing management
17hats
10.0
SalesOutlook
—
Customization
17hats
9.5
SalesOutlook
—
Custom fields
17hats
9.0
SalesOutlook
—
Custom objects
17hats
10.0
SalesOutlook
—
Security
17hats
9.5
SalesOutlook
—
Single sign-on capability
17hats
10.0
SalesOutlook
—
Role-based user permissions
17hats
9.0
SalesOutlook
—
Integrations with 3rd-party Software
17hats
8.0
SalesOutlook
6.0
Marketing automation
17hats
8.0
SalesOutlook
6.0
Platform
17hats
8.0
SalesOutlook
—
Mobile access
17hats
8.0
SalesOutlook
—
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
SalesOutlook
- It makes it easy to transfer information
- It is easy to view in conjunction with Outlook
- Keeps people accountable for details in the file

Verified User
Account Manager in Sales
Legal Services Company, 11-50 employeesCons
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
SalesOutlook
- Sometimes it doesn't load properly
- Would like some of the buttons to be a bit more user-friendly

Verified User
Account Manager in Sales
Legal Services Company, 11-50 employeesUsability
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
SalesOutlook
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
SalesOutlook
No score
No answers yet
No answers on this topic
Alternatives Considered
17hats
No answers on this topic
SalesOutlook
I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses

Verified User
Account Manager in Sales
Legal Services Company, 11-50 employeesReturn 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
SalesOutlook
- Easier to track case details
- Speeds up the process of getting cases through all the steps
- Sometimes there are glitches and takes time out of business to reload etc.

Verified User
Account Manager in Sales
Legal Services Company, 11-50 employeesPricing 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
—SalesOutlook
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
—SalesOutlook Editions & Modules
—