17hats vs SalesOutlook

Likelihood to Recommend

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Verified User

Account Manager in Sales

Legal Services Company, 11-50 employees

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Feature Rating Comparison

17hats

SalesOutlook

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

Channel / partner relationship management

17hats

SalesOutlook

Case management

17hats

SalesOutlook

Lead management

Email marketing

17hats

SalesOutlook

Task management

Billing and invoicing management

17hats

SalesOutlook

Custom fields

17hats

SalesOutlook

Single sign-on capability

Role-based user permissions

17hats

SalesOutlook

Marketing automation

17hats

SalesOutlook

Mobile access

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

It makes it easy to transfer information
It is easy to view in conjunction with Outlook
Keeps people accountable for details in the file

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Verified User

Account Manager in Sales

Legal Services Company, 11-50 employees

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Cons

Cheaper credit card charges
Ability to tweak their questionnaires a bit more

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

Sometimes it doesn't load properly
Would like some of the buttons to be a bit more user-friendly

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Verified User

Account Manager in Sales

Legal Services Company, 11-50 employees

View all 1 answers on this topic

Support Rating

17hats 8.0

Based on 1 answer

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 1 answers on this topic

No score

No answers yet

No answers on this topic

Alternatives Considered

No answers on this topic

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

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Verified User

Account Manager in Sales

Legal Services Company, 11-50 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 1 answers on this topic

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.

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Verified User

Account Manager in Sales

Legal Services Company, 11-50 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

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

—

Rating Summary

17hats

SalesOutlook

17hats

SalesOutlook

Likelihood to Recommend

17hats

SalesOutlook

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

Channel / partner relationship management

Case management

Lead management

Email marketing

Task management

Billing and invoicing management

Custom fields

Single sign-on capability

Role-based user permissions

Marketing automation

Mobile access

Pros

17hats

SalesOutlook

Cons

17hats

SalesOutlook

Support Rating

17hats

SalesOutlook

Alternatives Considered

17hats

SalesOutlook

Return on Investment

17hats

SalesOutlook

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Rating Summary

Add comparison