What users are saying about
3 Ratings
34 Ratings
3 Ratings
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Score 9.6 out of 100
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

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

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.
Anonymous | TrustRadius Reviewer

Feature 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
Marli Espinales | TrustRadius Reviewer

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
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

SalesOutlook

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

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.
Marli Espinales | TrustRadius Reviewer

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
Anonymous | TrustRadius Reviewer

Return on Investment

17hats

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

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.
Anonymous | TrustRadius Reviewer

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

SalesOutlook

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

SalesOutlook Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.5
SalesOutlook
9.0

Usability

17hats
9.0
SalesOutlook

Support Rating

17hats
8.0
SalesOutlook

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