What users are saying about

17hats vs SalesOutlook

17hats
3 Ratings
SalesOutlook
34 Ratings

17hats

3 Ratings
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Score 9.6 out of 100

Based on 3 reviews and ratings

SalesOutlook

34 Ratings
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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.

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Erika Tebbens | TrustRadius Reviewer
Erika Tebbens
View all 2 answers on this topic

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.

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Anonymous | TrustRadius Reviewer
Verified User
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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

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Marli Espinales | TrustRadius Reviewer
Marli Espinales
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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

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Anonymous | TrustRadius Reviewer
Verified User
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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.

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Erika Tebbens | TrustRadius Reviewer
Erika Tebbens
View all 2 answers on this topic

SalesOutlook

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

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Anonymous | TrustRadius Reviewer
Verified User
View all 1 answers on this topic

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.

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Erika Tebbens | TrustRadius Reviewer
Erika Tebbens
View all 1 answers on this topic

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.

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Marli Espinales | TrustRadius Reviewer
Marli Espinales
View all 2 answers on this topic

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

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Anonymous | TrustRadius Reviewer
Verified User
View all 1 answers on this topic

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.

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Marli Espinales | TrustRadius Reviewer
Marli Espinales
View all 2 answers on this topic

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.

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Anonymous | TrustRadius Reviewer
Verified User
View all 1 answers on this topic

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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